GLYNN CAPITAL MANAGEMENT LLC MELI — Mercadolibre, Inc. COM

Ownership history in GLYNN CAPITAL MANAGEMENT LLC  ·  39 quarters on record

AI Ownership Summary

GLYNN CAPITAL MANAGEMENT LLC reported Mercadolibre, Inc. COM (MELI) in 39 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows MELI at 0.00% 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 GLYNN CAPITAL MANAGEMENT LLC's position in Mercadolibre, Inc. COM, 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
2026 Q1

MELI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 GLYNN CAPITAL MANAGEMENT LLC fund profile GLYNN CAPITAL MANAGEMENT LLC full holdings
How GLYNN CAPITAL MANAGEMENT LLC 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)
2026 Q1 REDUCED — — — 6 -2 -25.0% 0.00% $10K 2026-05-08 $1632.52
2025 Q4 UNCHANGED — — — 8 — 0% 0.01% $16K 2026-02-10 $2025.32
2025 Q3 REDUCED 27.3% -13.8% ✅ 8 -3 -27.3% 0.01% $19K 2025-11-12 $2103.91
2025 Q2 REDUCED 8.3% -4.3% ✅ 11 -1 -8.3% 0.01% $29K 2025-08-08 $2353.70
2025 Q1 UNCHANGED — — — 12 — 0% 0.01% $23K 2025-05-07 $2262.09
2024 Q4 ADDED — — — 12 +2 +20.0% 0.00% $20K 2025-02-11 $2035.18
2024 Q3 REDUCED 100.0% -16.1% ✅ 10 -28,873 -100.0% 0.00% $21K 2024-11-08 $1872.01
32 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 GLYNN CAPITAL MANAGEMENT LLC and MELI

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

How long has GLYNN CAPITAL MANAGEMENT LLC reported owning MELI?

GLYNN CAPITAL MANAGEMENT LLC reported MELI across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported MELI position in GLYNN CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for MELI was 0.01% in 2025 Q2.

What is the latest reported MELI position on this page?

The most recent filing on this page is 2026 Q1, when GLYNN CAPITAL MANAGEMENT LLC reported 6 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this MELI ownership page compare?

The chart compares GLYNN CAPITAL MANAGEMENT LLC'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 GLYNN CAPITAL MANAGEMENT LLC time their MELI position?

Based on 13F filing dates vs. subsequent MELI price moves, GLYNN CAPITAL MANAGEMENT LLC correctly timed 15 out of 34 reported position changes (44%). The annualised alpha on MELI relative to SPY over the holding period was +3.5%.

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