On Nov. 12, 2025, MayTech International Investments, LLC disclosed a sale of 1,148 shares of MercadoLibre (MELI 3.46%), decreasing its place by an estimated $2.7 million.
What occurred
In keeping with a submitting with the U.S. Securities and Trade Fee dated Nov. 12, 2025, MayTech International Investments reported a sale of 1,148 shares of MercadoLibre in the course of the third quarter.
The fund’s stake declined to 25,081 shares, with a reported market worth of $58.6 million at quarter-end, reflecting a internet place change of $2.7 million versus the prior interval.
What else to know
Following this discount, MercadoLibre accounts for six.1% of MayTech International Investments’ 13F property beneath administration.
The place was beforehand 7.0% of the fund’s AUM as of the prior quarter.
Prime holdings after the submitting:
- Nvidia (NASDAQ: NVDA): $188.9 million (19.7% of AUM)
- Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG): $96.2 million (10.0% of AUM)
- Meta Platforms (NASDAQ: META): $88.5 million (9.2% of AUM)
- Amazon (NASDAQ: AMZN): $64.6 million (6.7% of AUM)
- MercadoLibre: $58.6 million (6.1% of AUM)
As of Nov. 11, 2025, MercadoLibre shares have been priced at $2,099.57, up 7% over the previous 12 months, underperforming the S&P 500 by 2 share factors.
Firm overview
| Metric | Worth |
|---|---|
| Value (as of market shut November 11, 2025) | $2,099.57 |
| Market capitalization | $106.7 billion |
| Income (TTM) | $26.2 billion |
| Web revenue (TTM) | $2.1 billion |
Firm snapshot
MercadoLibre:
- Gives e-commerce platforms, digital funds (Mercado Pago), logistics (Mercado Envios), credit score, funding merchandise, classifieds, promoting, and digital storefront options throughout Latin America.
- Generates income primarily by means of transaction charges, cost processing, logistics providers, promoting, and monetary merchandise for retailers and shoppers.
- Targets companies, retailers, and particular person shoppers in Latin America, serving each on-line sellers and patrons searching for built-in commerce and monetary options.
MercadoLibre is a number one Latin American e-commerce and fintech platform with important scale and a diversified portfolio of digital providers.
The corporate leverages its built-in market, funds, and logistics infrastructure to drive development and buyer engagement throughout a number of international locations.
Its broad ecosystem and native experience present a aggressive benefit in serving the area’s quickly increasing digital financial system.
Silly take
MayTech International Investments has been holding shares of MercadoLibre since 2017, so I do not assume their latest small sale is something for buyers to fret about.
If something, MayTech is considerably a sufferer of its personal success as MercadoLibre grew from 4.8% of the agency’s portfolio in early 2024 to 7% within the final quarter — partially as a result of inventory’s hovering value.
Almost certainly, this quarter’s sale was just a bit little bit of profit-taking or portfolio rebalancing to boost money for different new investments.
From a Silly perspective, I would reasonably attempt to not “trim my flowers and water my weeds,” as The Motley Idiot’s co-founder David Garner places it.
Round 20% from its all-time excessive, I would argue MercadoLibre makes for an attention-grabbing buy-the-dip candidate than a place to trim.
Rapidly turning into a key cog throughout the burgeoning economies throughout Latin America, MercadoLibre’s management benefit and immense development optionality make it a powerhouse of a inventory.
Regardless of already being a 76-bagger since its preliminary public providing in 2007, MercadoLibre continues to develop gross sales by greater than 35% yearly over the past 12 months, 5 years, and ten years.
Buying and selling at 50 instances ahead earnings, MercadoLibre is not classically “low cost,” however it by no means actually has been. But, its outcomes communicate for themselves, and the corporate’s development story remains to be mid-book.
Glossary
13F submitting: A quarterly report U.S. institutional funding managers file, disclosing their fairness holdings.
Belongings beneath administration (AUM): The whole market worth of investments managed by a fund or agency on behalf of shoppers.
Place: The quantity of a specific safety or asset held by an investor or fund.
Web place change: The distinction within the worth or variety of shares of a holding after shopping for or promoting exercise.
Holding: An funding owned by a fund or particular person, resembling shares in an organization.
Fintech: Know-how-driven monetary providers, together with digital funds, lending, and funding platforms.
Transaction charges: Fees collected for processing funds or trades on a platform.
Fee processing: Dealing with digital transactions between patrons and sellers, usually involving bank cards or digital wallets.
Logistics providers: The administration of the motion, storage, and supply of products.
Classifieds: On-line listings for items, providers, or jobs, usually organized by class.
Digital storefront: A web based platform the place companies show and promote services or products.
TTM: The 12 months ending with the latest quarterly report.
Keep forward of the curve with NextBusiness 24. Discover extra tales, subscribe to our e-newsletter, and be part of our rising group at nextbusiness24.com
