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What smart money is saying about MercadoLibre

MELI · Consumer Cyclical · Specialty Retail · Market cap $84.82B

28 funds in our archive have pitched MercadoLibre, most recently Weitz Investments Partners III Opportunity Fund in September 2026.

Company profile

MercadoLibre, Inc. operates as a prominent provider of digital commerce platforms throughout Latin America. Its primary service, the Mercado Libre Marketplace, is an automated online system allowing businesses, independent vendors, and private individuals to list merchandise and finalize sales. Supporting this, the Mercado Pago FinTech platform offers a financial technology solution, facilitating transactions both on and off its e-commerce sites by enabling users to securely send and receive online payments and transfer funds via web and mobile applications. The company further expands its financial offerings through Mercado Fondo, a service that permits users to invest balances held in their Mercado Pago accounts, and Mercado Credito, which extends credit options to qualified merchants and consumers. For logistics, Mercado Envios provides a comprehensive solution, empowering sellers on its platform to utilize third-party delivery services and other logistical partners, including warehousing and fulfillment capabilities. Beyond these core services, MercadoLibre also runs Mercado Libre Classifieds, an online classifieds platform for motor vehicles, real estate, and professional services. Mercado Libre Ads serves as an advertising platform, assisting major retailers and brands in promoting their products and services across the internet. Lastly, Mercado Shops offers a solution for users to establish, manage, and market their personalized online storefronts. Founded in 1999, MercadoLibre, Inc. is headquartered in Montevideo, Uruguay.

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Fund signal · last 12 months

44 letters

More funds are buying than selling

+4
Net flow
8 buys · 3 new positions · 67%4 sells · 2 full exits

Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.

Position history

Between Q4 2024 and Q4 2026, 50 fund letters reported a position in MercadoLibre, with 9 buys (opened or added) and 4 sells (trimmed or exited).

Fund letters reporting a position in MercadoLibre, by quarter
QuarterLettersBoughtSoldTheses
Q4 20261000
Q3 202614214
Q2 202621534
Q1 20263107
Q4 20255003
Q3 20251003
Q2 20253102
Q1 20252002

Showing the 8 most recent quarters of 9 on record. Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 50 positions · 15 moves

Also mentioned · 1

These funds discuss MercadoLibre as a competitor, benchmark or comparable, without disclosing a position in it.

  • MentionedHardman Johnston International Equity
    March 2026
    “Market Outlook After a period like the last quarter, many investors get stuck trying to predict what comes next. We have always steadfastly avoided speculating on macro scenarios or market movements. Instead, we turn our attention to closely analyzing our companies, our portfolio risks, and our opportunities. We interrogate the fundamentals of our holdings and how they should hold up in challenging conditions, including intense oil and commodity price shocks. Our assessment is that our portfolio remains resilient and capable of earnings growth in most economic scenarios. Nevertheless, there may be specific and broader risks given the ongoing geopolitical environment which is why we continue to monitor performance very closely. In addition, the volatility we are experiencing creates opportunities in mispriced stocks, overestimated negative impacts, and underestimated potential upsides for companies over the long-term. Consumer stocks have held up well but do face pressure in negative macro environments. Energy cost spikes will reduce consumer spending power, while the potential for interest rate rises will add to the squeeze. For a company like Mercado Libre, the macro environment can mean pressure on its lower- income customer segment, potentially impacting sales growth, which has come from a focus on smaller-ticket items.”
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    MercadoLibre

Fund coverage · 28 theses

Read every full thesis on MercadoLibre

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