MercadoLibre operates a leading e-commerce and digital payments platform serving merchants and consumers across Latin America.On February 4, 2026, Aubrey Capital Management Ltd reported a complete exit from its position in MercadoLibre (MELI 1.95%), having sold 5,638 shares in a trade estimated at $13.18 million based on quarterly average pricing during the quarter ended December 31, 2025.What HappenedAccording to an SEC filing dated February 4, 2026, Aubrey Capital Management Ltd fully liquidated its Merca ...

C WorldWide Group Holding A/S bought increased its stake in MercadoLibre (NASDAQ:MELI), according to a February 04, 2026, SEC filing. What happened According to a filing with the Securities and Exchange Commission dated February 04, 2026, C WorldWide Group Holding A/S purchased 44,747 additional shares of MercadoLibre during the fourth quarter. The estimated transaction value, calculated using the average closing price for the quarter, is approximately $93.99 million. The fund's quarter-end position valu ...

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On February 2, Triasima Portfolio Management Inc. disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold 3,013 shares of MercadoLibre (NASDAQ:MELI) during the fourth quarter, an estimated $6.33 million trade based on quarterly average pricing. What happened According to the SEC filing dated February 2, Triasima Portfolio Management Inc. sold 3,013 shares of MercadoLibre during the fourth quarter. The estimated value of this sale was $6.33 million, calculated using the average cl ...

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Group 1: Nvidia - Nvidia is the world's largest semiconductor company with a market cap of $4.6 trillion and is projected to grow to $10 trillion by 2030 through vertical integration in AI [3][5] - The company reported a 62% year-over-year increase in third-quarter revenue and a 65% increase in net income [5] - Nvidia's stock has a forward P/E ratio of 24, significantly below its five-year average of 37, indicating it is attractively priced [6] Group 2: MercadoLibre - MercadoLibre has a market value of $116 billion and operates as a combination of an online marketplace and fintech business in Latin America [7][9] - The company reported a 39% year-over-year increase in net revenue and has 77 million unique active buyers, with both figures growing over 25% year over year [9] - MercadoLibre's stock has a forward P/E of 31, well below its five-year average of 64, suggesting it is also attractively priced [10]

Core Insights - Coronation Fund Managers increased its stake in MercadoLibre by 53,352 shares, valued at approximately $112.06 million, reflecting a significant investment in the company [2][3] - The total value of Coronation's position in MercadoLibre reached $285.59 million, marking an increase of $78.93 million from the previous filing, driven by both new purchases and share price appreciation [2] - MercadoLibre's shares have appreciated by 19.7% over the past year, outperforming the S&P 500 by 4.68 percentage points [3] Company Overview - MercadoLibre operates a leading e-commerce and fintech platform in Latin America, with a market capitalization of $114.02 billion and a revenue of $26.19 billion over the trailing twelve months [4][5] - The company generates revenue through transaction fees on its marketplace, financial services, logistics, and value-added services for merchants and consumers [8] - MercadoLibre's competitive advantage lies in its integrated ecosystem of online marketplaces, digital payments, credit, and logistics, tailored to the Latin American market [5] Financial Performance - The company reported a net income of $2.08 billion over the trailing twelve months [4] - Revenue growth remains robust, with a year-over-year increase of 39% in the third quarter, alongside expanding margins and improved logistics efficiency [10] Investment Implications - The increased stake by Coronation Fund Managers indicates a strong conviction in MercadoLibre's long-term growth potential, as it now represents 12.81% of their $2.23 billion reportable assets under management [3][9] - The fund's strategy includes pairing MercadoLibre with other emerging-market growth companies, suggesting confidence in the company's competitive position despite its size [11]

Sunlit skyline overlaid with U.S. dollar bills, symbolizing a weakening dollar boosting emerging markets. Key Points Emerging markets have been outperforming the U.S. stock market as commodity strength and a weaker dollar drive capital flows. MELI, DLO, and NU offer exposure to Latin America’s growth through e-commerce, payments, and digital banking. Long-term tailwinds remain despite potential short-term volatility in commodities and the dollar. Interested in DLocal Limited? Here are five stocks we l ...

Trevor Williams/DigitalVision via Getty Images Summary Foreign equity markets delivered their best returns in over a decade while our International Growth Composite Portfolio (the “Portfolio) finished the year essentially flat. This underperformance was not a result of deteriorating business fundamentals among our holdings, but rather a pronounced market preference for cyclically sensitive businesses. We seek to invest in businesses with durable competitive advantages, strong returns on capital, and re ...

Core Insights - MercadoLibre is regarded as the "Amazon of Latin America" and has gained significant popularity among retail investors [1] Group 1: Company Analysis - The company has been recognized for its strong fundamentals and good cash flows, making it an attractive investment opportunity [1] - The focus is on long-term value investing, with an emphasis on identifying undervalued companies that have been overlooked by the market [1] Group 2: Investment Strategy - The investment strategy includes a preference for sectors like Oil & Gas and consumer goods, particularly those that are undervalued for unjustified reasons [1] - The company also engages in deal arbitrage opportunities, indicating a flexible approach to investment [1]