C WorldWide Group Loads Up 45,000 MercadoLibre Shares Worth $94 Million

Core Insights - C WorldWide Group Holding A/S increased its stake in MercadoLibre by purchasing 44,747 additional shares during Q4 2025, with an estimated transaction value of approximately $93.99 million [2][6] - The fund's quarter-end position value in MercadoLibre rose by $87.34 million, reflecting both trading activity and stock price changes [2] Company Overview - As of February 3, 2026, MercadoLibre's stock price was $2,099.90, with a market capitalization of $106.46 billion [4] - The company reported a trailing twelve months (TTM) revenue of $26.19 billion and a net income of $2.08 billion [4] Business Model - MercadoLibre operates as a leading e-commerce and fintech platform in Latin America, offering a diverse portfolio of digital solutions including e-commerce, fintech, logistics, classifieds, advertising, and digital storefronts [6][7] - Revenue is primarily generated through transaction fees, payment processing, credit products, advertising, logistics services, and value-added marketplace offerings [7] Investment Implications - C WorldWide's stake in MercadoLibre increased by 517% in Q4, indicating a strong interest in the Latin American market, particularly as Amazon is one of the fund's largest positions [9] - Despite the increase in stake, MercadoLibre's stock has struggled over the past year due to heightened competition in e-commerce and challenges faced by its fintech arm, Mercado Pago, which had to increase provisions for doubtful accounts significantly [9]