3G Capital Partners LP MELI — MERCADOLIBRE INC

Ownership history in 3G Capital Partners LP  ·  7 quarters on record

AI Ownership Summary

3G Capital Partners LP reported MERCADOLIBRE INC (MELI) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 11.87% in 2025 Q4. The latest visible filing shows MELI at 11.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MELI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 3G Capital Partners LP's position in MERCADOLIBRE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MELI was reported at 11.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.87% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MELI stock page 3G Capital Partners LP fund profile 3G Capital Partners LP full holdings
How 3G Capital Partners LP held MELI — position size vs. price
% of Fund (quarterly)    MELI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 25,000 +7,500 +42.9% 11.87% $50.4M 2026-02-14 (Est.) $1988.26
2025 Q3 UNCHANGED — — — 17,500 — 0% 9.69% $40.9M 2025-11-14 $2048.89
2025 Q2 ADDED — — — 17,500 +1,500 +9.4% 11.23% $45.7M 2025-08-14 $2319.80
2025 Q1 REDUCED 15.8% +34.0% ❌ 16,000 -3,000 -15.8% 8.96% $31.2M 2025-05-15 $2586.49
2024 Q4 ADDED — — — 19,000 +13,000 +216.7% 9.27% $32.3M 2025-02-14 $2109.99
2024 Q3 REDUCED 40.0% -16.1% ✅ 6,000 -4,000 -40.0% 4.15% $12.3M 2024-11-14 $1876.20
2024 Q2 INITIATED — — — 10,000 — — 6.32% $16.4M 2024-08-14 $1898.57

🏢 Other funds also holding MELI

As of 2026 Q1 — sorted by position size

Lakehouse Capital Pty Ltd 3Y 20.11% AMS Capital Ltda 3Y 7Y 7.35% BENDER ROBERT & ASSOCIATES 3Y 7Y 4.83% Generali Powszechne Towarzystwo Emerytalne 4.62% Ashoka WhiteOak Capital Pte Ltd 4.34% ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 3.56% Slow Capital, Inc. 3Y 7Y 3.44% Sara-Bay Financial 3Y 3.36% Bellecapital International Ltd. 3Y 7Y 2.97% Integrated Financial Solutions, Inc. 2.82%

FAQ About 3G Capital Partners LP and MELI

These are the practical questions this page is built to answer before you even open the full history table.

How long has 3G Capital Partners LP reported owning MELI?

3G Capital Partners LP reported MELI across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported MELI position in 3G Capital Partners LP's portfolio?

The largest reported portfolio weight for MELI was 11.87% in 2025 Q4.

What is the latest reported MELI position on this page?

The most recent filing on this page is 2025 Q4, when 3G Capital Partners LP reported 25,000 shares, equal to 11.87% of portfolio, with an estimated market value of $50.4M.

What does the chart on this MELI ownership page compare?

The chart compares 3G Capital Partners LP's quarterly MELI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 3G Capital Partners LP time their MELI position?

Based on 13F filing dates vs. subsequent MELI price moves, 3G Capital Partners LP correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on MELI relative to SPY over the holding period was -12.3%.

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