SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. MELI — MERCADOLIBRE INC

Ownership history in SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.  ·  25 quarters on record

AI Ownership Summary

SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. reported MERCADOLIBRE INC (MELI) in 25 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 39.24% in 2026 Q1. The latest visible filing shows MELI at 39.24% 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 SQUADRA INVESTMENTS - GESTAO 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
2026 Q1

MELI was reported at 39.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
39.24% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 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 SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. fund profile SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. full holdings
How SQUADRA INVESTMENTS - GESTAO 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 202,930 +113,274 +126.3% 39.24% $350.9M 2026-05-15 $1546.81
2025 Q4 ADDED — — — 89,656 +88,013 +5356.8% 33.77% $180.6M 2026-02-17 $1975.51
2025 Q1 REDUCED 73.1% +34.0% ❌ 1,643 -4,458 -73.1% 1.18% $3.2M 2025-05-15 $2586.49
2024 Q4 REDUCED 76.7% +14.7% ❌ 6,101 -20,117 -76.7% 4.90% $10.4M 2025-02-14 $2109.99
2024 Q3 REDUCED 51.4% -16.1% ✅ 26,218 -27,686 -51.4% 10.53% $53.8M 2024-11-14 $1876.20
2024 Q2 REDUCED 67.5% +24.9% ❌ 53,904 -111,885 -67.5% 18.42% $88.6M 2024-08-14 $1898.57
2024 Q1 ADDED — — — 165,789 +14,711 +9.7% 38.52% $250.7M 2024-05-15 $1718.50
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MELI

As of 2026 Q2 — sorted by position size

Northcape Capital Pty Ltd 3Y 7Y 23.17% Lakehouse Capital Pty Ltd 3Y 22.16% Chapman Investment Management, LLC 3Y 4.74% Generali Powszechne Towarzystwo Emerytalne 4.06% Slow Capital, Inc. 3Y 7Y 3.05% Sara-Bay Financial 3Y 2.86% Bellecapital International Ltd. 3Y 7Y 2.76% Milestones Administradora de Recursos Ltda. 2.64% ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 2.61% Congress Park Capital LLC 3Y 7Y 2.41%

FAQ About SQUADRA INVESTMENTS - GESTAO 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 SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. reported owning MELI?

SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. reported MELI across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MELI position in SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.'s portfolio?

The largest reported portfolio weight for MELI was 39.24% in 2026 Q1.

What is the latest reported MELI position on this page?

The most recent filing on this page is 2026 Q1, when SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. reported 202,930 shares, equal to 39.24% of portfolio, with an estimated market value of $350.9M.

What does the chart on this MELI ownership page compare?

The chart compares SQUADRA INVESTMENTS - GESTAO 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 SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. time their MELI position?

Based on 13F filing dates vs. subsequent MELI price moves, SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. correctly timed 10 out of 24 reported position changes (42%). The annualised alpha on MELI relative to SPY over the holding period was +5.5%.

← Back to SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. Holdings