8-quarter activity
Distinct managers buying or selling MELI each quarter — last 2 years.
Ownership breadth · 8 quarters
Breadth flatThe number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →
Multi-quarter conviction
Managers who have been moving the same direction on MELI for 2+ consecutive quarters. Streaks matter far more than single-quarter moves — they reveal thesis conviction, not reactive trading.
Smart money activity
Every tracked 13F move on MELI — grouped by quarter, ranked by manager quality.
| Portfolio manager | % portfolio |
|---|---|
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 7.20% |
Stanley DruckenmillerTier 1 Duquesne Family Office | 2.10% |
Joel GreenblattElite Gotham Asset Management | 0.10% |
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 3.40% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 6.40% |
Joel GreenblattElite Gotham Asset Management | 0.10% |
Polen CapitalElite Polen Capital Management | 0.40% |
Scion Asset Management | 0.00% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.10% |
Scion Asset Management | 1.40% |
Polen CapitalElite Polen Capital Management | 0.50% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 6.90% |
| Portfolio manager | % portfolio |
|---|---|
Polen CapitalElite Polen Capital Management | 0.40% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 6.50% |
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 2.50% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Polen CapitalElite Polen Capital Management | 0.20% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 5.60% |
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 3.30% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Polen CapitalElite Polen Capital Management | 0.20% |
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 2.10% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Polen CapitalElite Polen Capital Management | 0.10% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
Latest news
Recent headlines for MELI — context for the moves above.
Who’s betting biggest on MELI
Each bar is one manager’s position size in MELI as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.
AI thesis
An AI-synthesised investment thesis for MELI, based on the 13F data above. Generated on demand — not stored or pre-computed.
Generate a 2-paragraph investment thesis synthesising 2 institutional holdings and the +5 conviction score.
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The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.