Polen Capital Management — MELI Trade History
Quarter-by-quarter changes in the MERCADOLIBRE INC position · CUSIP 58733R102
Currently held · 5.3 YearsFirst seen: 2021 Q2
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-04 | Reduce | 25,926 | -8,526 | -24.7% | $44.0M | 0.38% |
| 2026 Q1 | 2026-05-14 | Reduce | 34,452 | -13,468 | -28.1% | $59.6M | 0.41% |
| 2025 Q4 | 2026-02-12 | Reduce | 47,920 | -1,595 | -3.2% | $96.5M | 0.41% |
| 2025 Q3 | 2025-11-12 | Reduce | 49,515 | -12,674 | -20.4% | $115.7M | 0.38% |
| 2025 Q2 | 2025-08-13 | Reduce | 62,189 | -6,345 | -9.3% | $162.5M | 0.50% |
| 2025 Q1 | 2025-05-12 | Add | 68,534 | 29,519 | +75.7% | $133.7M | 0.42% |
| 2024 Q3 | 2025-02-10 | Add | 39,015 | 2,420 | +6.6% | $80.1M | 0.21% |
| 2024 Q4 | 2025-02-10 | Add | 36,595 | 5,555 | +17.9% | $62.2M | 0.17% |
| 2024 Q2 | 2024-08-12 | Reduce | 31,040 | -12,140 | -28.1% | $51.0M | 0.13% |
| 2023 Q4 | 2024-05-10 | Add | 43,180 | 9,900 | +29.7% | $67.9M | 0.16% |
| 2024 Q1 | 2024-05-10 | Reduce | 33,280 | -15,208 | -31.4% | $50.3M | 0.12% |
| 2023 Q3 | 2023-11-13 | Add | 48,488 | 102 | +0.2% | $61.5M | 0.16% |
| 2023 Q2 | 2023-08-11 | Reduce | 48,386 | -2,268 | -4.5% | $57.3M | 0.14% |
| 2023 Q1 | 2023-05-11 | Add | 50,654 | 11,991 | +31.0% | $66.8M | 0.18% |
| 2022 Q4 | 2023-02-13 | Reduce | 38,663 | -3,377 | -8.0% | $32.7M | 0.10% |
| 2022 Q3 | 2022-11-04 | Add | 42,040 | 331 | +0.8% | $34.8M | 0.10% |
| 2022 Q2 | 2022-08-10 | Reduce | 41,709 | -1,581 | -3.7% | $26.6M | 0.07% |
| 2022 Q1 | 2022-05-12 | Reduce | 43,290 | -1,932 | -4.3% | $51.5M | 0.10% |
| 2021 Q4 | 2022-02-11 | Add | 45,222 | 27,978 | +162.2% | $61.0M | 0.10% |
| 2021 Q3 | 2021-11-10 | Add | 17,244 | 1,221 | +7.6% | $29.0M | 0.05% |
| 2021 Q2 | 2021-08-12 | New | 16,023 | 16,023 | — | $25.0M | 0.05% |
| 2021 Q1 | 2021-05-12 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-11 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-12 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-13 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-11 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-06 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-12 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-12 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-13 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-12 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-09 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-11 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-09 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-10 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-11 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.