Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Mercadolibre Inc. (MELI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 34,452 0.41 Reduce 28.11% 0.12 $1,729.01 $59,567,722 SEC
2025   Q4 47,920 0.41 Reduce 3.22% 0.01 $2,014.26 $96,523,261 SEC
2025   Q3 49,515 0.38 Reduce 20.38% 0.10 $2,336.95 $115,713,979 SEC
2025   Q2 62,189 0.50 Reduce 9.26% 0.04 $2,613.63 $162,539,156 SEC
2025   Q1 68,534 0.42 Add 87.28% 0.20 $1,950.86 $133,700,430 SEC
2024   Q4 36,595 0.17 Reduce 6.20% 0.01 $1,700.44 $62,227,588 SEC
2024   Q3 39,015 0.21 Add 25.69% 0.04 $2,051.97 $80,057,609 SEC
2024   Q2 31,040 0.13 Reduce 6.73% <0.01 $1,643.39 $51,010,796 SEC
2024   Q1 33,280 0.12 Reduce 22.93% 0.04 $1,511.98 $50,318,564 SEC
2023   Q4 43,180 0.16 Reduce 10.95% 0.02 $1,571.53 $67,858,652 SEC
2023   Q3 48,488 0.16 Add 0.21% <0.01 $1,267.87 $61,476,437 SEC
2023   Q2 48,386 0.14 Reduce 4.48% <0.01 $1,184.59 $57,317,469 SEC
2023   Q1 50,654 0.18 Add 31.01% 0.04 $1,318.07 $66,765,565 SEC
2022   Q4 38,663 0.10 Reduce 8.03% <0.01 $846.24 $32,718,177 SEC
2022   Q3 42,040 0.10 Add 0.79% <0.01 $827.78 $34,800,000 SEC
2022   Q2 41,709 0.07 Reduce 3.65% <0.01 $636.86 $26,563,000 SEC
2022   Q1 43,290 0.10 Reduce 4.27% <0.01 $1,189.49 $51,493,000 SEC
2021   Q4 45,222 0.10 Add 162.25% 0.06 $1,348.39 $60,977,000 SEC
2021   Q3 17,244 0.05 Add 7.62% <0.01 $1,679.42 $28,960,000 SEC
2021   Q2 16,023 0.05 Buy 0.05 $1,557.76 $24,960,000 SEC