SEC 13F Intelligence

Marcho Partners LLP / MLB1

Marcho Partners LLP’s Mercadolibre Inc Position

Does Marcho Partners LLP own Mercadolibre Inc (MLB1)? Yes — 20.8K shares worth $36M (+28.99% of its 13F portfolio) as of Q1 2026, up from 16.6K shares the prior filed quarter.

Position Value
$36M
Q1 2026
Shares
20.8K
% of Portfolio
+28.99%
Quarters Held
26
currently held

Position History MLB1

Reported value by quarter
Q4 ’19: $16MQ4 ’19Q1 ’20: $10MQ2 ’20: $43MQ3 ’20: $58MQ4 ’20: $95MQ4 ’20Q1 ’21: $159MQ2 ’21: $200MQ3 ’21: $176MQ4 ’21: $202MQ4 ’21Q1 ’22: $149MQ2 ’22: $50MQ3 ’22: $56MQ4 ’22: $45MQ4 ’22Q1 ’23: $57MQ2 ’23: $52MQ3 ’23: $53MQ4 ’23: $55MQ4 ’23Q1 ’24: $67MQ2 ’24: $73MQ3 ’24: $67MQ4 ’24: $73MQ4 ’24Q1 ’25: $65MQ2 ’25: $44MQ3 ’25: $44MQ4 ’25: $34MQ4 ’25Q1 ’26: $36Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.8K$36M+28.99%
Q4 202516.6K$34M+20.34%
Q3 202518.8K$44M+16.72%
Q2 202516.7K$44M+15.44%
Q1 202533.1K$65M+23.74%
Q4 202443.0K$73M+19.65%
Q3 202432.7K$67M+17.88%
Q2 202444.5K$73M+19.10%
Q1 202444.2K$67M+19.68%
Q4 202335.0K$55M+18.84%
Q3 202342.1K$53M+16.56%
Q2 202344.3K$52M+11.97%
Q1 202343.3K$57M+13.49%
Q4 202253.7K$45M+10.70%
Q3 202268.0K$56M+12.68%
Q2 202278.2K$50M+11.94%
Q1 2022125.1K$149M+18.09%
Q4 2021150.0K$202M+14.61%
Q3 2021104.8K$176M+11.04%
Q2 2021128.7K$200M+13.43%
Q1 2021108.1K$159M+13.21%
Q4 202056.7K$95M+8.55%
Q3 202053.9K$58M+11.20%
Q2 202043.6K$43M+25.89%
Q1 202020.6K$10M+4.39%
Q4 201928.4K$16M+11.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marcho Partners LLP’s full portfolio or all institutional holders of MLB1.