SEC 13F Intelligence

Whale Rock Capital Management LLC / MLB1

Whale Rock Capital Management LLC’s Mercadolibre Inc Position

Does Whale Rock Capital Management LLC own Mercadolibre Inc (MLB1)? Not currently — the last reported position was 98.2K shares worth $198M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$198M
Q4 2025
Shares
98.2K
% of Portfolio
+2.53%
Quarters Held
23
position exited

Position History MLB1

Reported value by quarter
Q1 ’19: $39MQ1 ’19Q2 ’19: $114MQ3 ’19: $103MQ4 ’19: $29MQ4 ’19Q2 ’20: $198MQ3 ’20: $355MQ4 ’20: $491MQ4 ’20Q1 ’21: $358MQ2 ’21: $281MQ3 ’21: $255MQ3 ’21Q4 ’21: $157MQ1 ’23: $88MQ2 ’23: $80MQ2 ’23Q3 ’23: $76MQ4 ’23: $168MQ1 ’24: $122MQ1 ’24Q2 ’24: $145MQ3 ’24: $187MQ4 ’24: $152MQ4 ’24Q1 ’25: $91MQ2 ’25: $164MQ3 ’25: $142MQ3 ’25Q4 ’25: $198Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202598.2K$198M+2.53%
Q3 202560.9K$142M+1.68%
Q2 202562.6K$164M+2.27%
Q1 202546.6K$91M+1.58%
Q4 202489.6K$152M+1.80%
Q3 202491.4K$187M+2.63%
Q2 202488.3K$145M+2.06%
Q1 202480.9K$122M+1.82%
Q4 2023107.1K$168M+3.01%
Q3 202359.7K$76M+1.53%
Q2 202367.4K$80M+1.38%
Q1 202366.5K$88M+1.93%
Q4 2021116.1K$157M+1.32%
Q3 2021152.1K$255M+1.68%
Q2 2021180.5K$281M+1.82%
Q1 2021243.0K$358M+2.94%
Q4 2020292.9K$491M+3.27%
Q3 2020328.0K$355M+2.35%
Q2 2020201.3K$198M+1.58%
Q4 201950.2K$29M+0.49%
Q3 2019186.7K$103M+1.90%
Q2 2019186.9K$114M+1.96%
Q1 201976.0K$39M+0.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Whale Rock Capital Management LLC’s full portfolio or all institutional holders of MLB1.