5
MELI
MERCADOLIBRE INC · Industrials
Consensus score 5/100 · #90 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-09
vs 50-day avg
+7.3%
21-day momentum
+12.4%
recent volume
0.70×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-2.1%
30-wk MA slope
-3.2%
rel. strength
-26.1
52-wk range
30%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
4
tracked managers
New this Q
2
opened a position
Avg weight
1.5%
of their portfolios
Combined value
$1.66B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Eagle Capital Quality value | 4.6% | $1.36B | ADD |
| Tiger Global Management Concentrated | 1.0% | $233M | NEW |
| Polen Capital Quality growth | 0.4% | $60M | TRIM |
| Markel Group Concentrated | 0.1% | $9M | NEW |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.