Dynamo Administracao de Recursos Ltda. MELI — MERCADOLIBRE INC

Ownership history in Dynamo Administracao de Recursos Ltda.  ·  31 quarters on record

AI Ownership Summary

Dynamo Administracao de Recursos Ltda. reported MERCADOLIBRE INC (MELI) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 84.66% in 2025 Q1. The latest visible filing shows MELI at 12.39% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MELI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dynamo Administracao de Recursos Ltda.'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 Q3

MELI was reported at 12.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
84.66% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 Dynamo Administracao de Recursos Ltda. fund profile Dynamo Administracao de Recursos Ltda. full holdings
How Dynamo Administracao de Recursos Ltda. 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 82.8% -13.8% ✅ 981 -4,731 -82.8% 12.39% $2.3M 2025-11-14 (Est.) $2048.89
2025 Q2 REDUCED 21.0% -4.3% ✅ 5,712 -1,515 -21.0% 51.19% $14.9M 2025-08-14 $2319.80
2025 Q1 REDUCED 55.1% +34.0% ❌ 7,227 -8,883 -55.1% 84.66% $14.1M 2025-05-15 $2586.49
2024 Q4 ADDED — — — 16,110 +15,326 +1954.8% 77.98% $27.4M 2025-02-14 $2109.99
2024 Q3 REDUCED 39.3% -16.1% ✅ 784 -508 -39.3% 67.83% $1.6M 2024-11-14 $1876.20
2024 Q2 REDUCED 84.5% +24.9% ❌ 1,292 -7,034 -84.5% 13.07% $2.1M 2024-08-14 $1898.57
2024 Q1 ADDED — — — 8,326 +4,352 +109.5% 19.40% $12.6M 2024-05-15 $1718.50
2023 Q4 ADDED — — — 3,974 +1,371 +52.7% 7.57% $6.2M 2024-02-14 $1746.37
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MELI

As of 2026 Q1 — sorted by position size

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 3Y 7Y 55.26% SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. 3Y 7Y 39.24% Navi International - Administradora e Gestora de Recursos Financeiros Ltda. 34.6% Moneda S.A. Administradora General de Fondos 3Y 34.22% Marcho Partners LLP 3Y 28.99% Northcape Capital Pty Ltd 3Y 7Y 24.46% Lakehouse Capital Pty Ltd 3Y 20.11% Ampersand Capital Group, L.P. 19.41% Sharp Capital Gestora de Recursos Ltda. 3Y 19.39% Nellore Capital Management LLC 3Y 15.9%

FAQ About Dynamo Administracao de Recursos Ltda. and MELI

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

How long has Dynamo Administracao de Recursos Ltda. reported owning MELI?

Dynamo Administracao de Recursos Ltda. reported MELI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MELI position in Dynamo Administracao de Recursos Ltda.'s portfolio?

The largest reported portfolio weight for MELI was 84.66% in 2025 Q1.

What is the latest reported MELI position on this page?

The most recent filing on this page is 2025 Q3, when Dynamo Administracao de Recursos Ltda. reported 981 shares, equal to 12.39% of portfolio, with an estimated market value of $2.3M.

What does the chart on this MELI ownership page compare?

The chart compares Dynamo Administracao de Recursos Ltda.'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 Dynamo Administracao de Recursos Ltda. time their MELI position?

Based on 13F filing dates vs. subsequent MELI price moves, Dynamo Administracao de Recursos Ltda. correctly timed 12 out of 30 reported position changes (40%). The annualised alpha on MELI relative to SPY over the holding period was +8.9%.

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