MELI34

MercadoLibre, Inc. · BDR

Portfolios as of March 2026

Price

R$78.32

▲ 1.2% over 1 month

All funds holding it

322

-52 this month

Value across all funds

R$961.4M

portfolios of Mar/26

Sold short

R$50.2M

12 funds

Largest holders

Equity and multi-strategy funds with AUM of R$ 50M or more

1
Squadra SQUADRA MASTER LONG-BIASED
NewR$134.0M
2
Squadra SQUADRA MASTER LONG-ONLY
AddedR$133.1M
3
Fact FACT TOTAL RETURN MASTER
HeldR$35.1M
4
Squadra SQUADRA INST
AddedR$27.1M
5
Magnus Capital MAGNUS VALOR MASTER
TrimmedR$25.6M
6
Squadra FPRV SQA SANHAÇO PREVIDENCIÁRIO
AddedR$23.4M
7
Acuto Capital ACUTO MASTER
TrimmedR$20.8M

Month by month

Number of shares at each month-end

Fund	Position	Mar/26	Feb/26	Jan/26	Dec/25	Nov/25	Oct/25
Squadra · SQUADRA MASTER LONG-BIASED	New	1.8M	–	–	–	–	–
Squadra · SQUADRA MASTER LONG-ONLY	Added	1.8M	1.4M	–	–	–	–
Fact · FACT TOTAL RETURN MASTER	Held	473K	473K	300K	300K	300K	166.4K
Squadra · SQUADRA INST	Added	365.5K	322.8K	168.1K	142.1K	133.9K	99.1K
Magnus Capital · MAGNUS VALOR MASTER	Trimmed	344.7K	377.7K	–	–	47.7K	–
Squadra · FPRV SQA SANHAÇO PREVIDENCIÁRIO	Added	315.2K	277.9K	140.6K	117.7K	107.5K	78.7K
Acuto Capital · ACUTO MASTER	Trimmed	280K	335K	273.5K	348K	363K	252.5K
Squadra · SQUADRA MASTER IVP	Held	265K	265K	157.6K	120.3K	108.1K	79.2K
Sharp Capital · FP FOF SHARP EQUITY VALUE INSTITUCIONAL FI FINANCEIRO EM AÇÕES -	Added	244.6K	187.9K	–	–	–	–
Trilha · FUNDO DE INVESTIMENTO EM ACOES GUAXE MASTER	Added	220K	210K	170.5K	170.5K	165.5K	165.5K
TB Capital · TB MASTER	Held	192.2K	194.6K	45.8K	39.5K	37.6K	36.9K
SPX · SPX SUMMIT MACRO LONG SHORT MASTER	Held	150.5K	150.5K	–	–	–	–
Encore · ENCORE LONG BIAS	Held	143.2K	144.4K	131.8K	131.8K	128.9K	–
Navi Capital · NAVI FENDER MASTER	Added	136.8K	123.6K	126.7K	139.9K	157.4K	–
BTG Pactual · BTG PACTUAL SYNERGY LONG ONLY	Trimmed	111.4K	145.6K	60.3K	60.3K	60.3K	98K
Constellation · CONSTELLATION MASTER	Trimmed	109.7K	331.4K	478.4K	403.4K	406.5K	344.5K
MOS · MOS INSTITUCIONAL	Held	107K	107K	107K	107K	107K	86K
Lakewood · PACK	Held	105.9K	105.9K	–	–	–	–
Velt Partners · VELT MASTER	New	100.2K	–	–	–	–	–
Lagosta Capital · SEA LOBSTER	Added	97.7K	20K	20.3K	–	–	–
Sharp Capital · SHARP EQUITY VALUE INSTITUCIONAL	Added	92.5K	71.6K	–	–	–	–
FAR Fator · FATOR NSE HIBISCO	Held	90K	90K	90K	90K	90K	90K
Drys Capital · EQUITAS MASTER SELECTION	Trimmed	88.4K	92.9K	–	–	–	–
Alphakey Capital · ALPHAKEY MASTER	Trimmed	82.6K	192K	61.4K	23.2K	91K	–
Safra · SAFRA PREV KEPLER ADVANCED	Held	80K	80K	–	–	–	–

Funds holding it

All CVM funds

Oct

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May

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Sep

Insiders

VLMO form, ten days after month-end

No insider trades in the last six months.