LongMELIAug 2026
MercadoLibre, Inc.
Hayden believes MercadoLibre's heavy investment in faster shipping and free delivery on low-ticket products is creating attractive long-term economics despite depressing…
MELI
Which hedge funds are long MELI?
4 published ideas on MercadoLibre, Inc. across 4 funds — 4 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on MercadoLibre, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongMELIJun 2026
MercadoLibre, Inc.
MercadoLibre is the largest component of Eagle's consumer-platform allocation and is the leading e-commerce and fintech company in Latin America. E-commerce penetration in the…
LongMELIJun 2026
MercadoLibre, Inc.
MercadoLibre remains Lakehouse's largest holding despite being the biggest performance detractor during the year. Revenue accelerated to 49% year-on-year and gross merchandise…
LongMELIMar 2026
MercadoLibre
The market is creating a 'paradox' by not rewarding MercadoLibre's stock, which has gone nowhere despite dramatic revenue and profit growth over the last five years. Current…