William Blair Dumps $135 Million of MercadoLibre Amid the Stock's 20% Decline

6 days ago 7

Josh Kohn-Lindquist, The Motley Fool

Tue, February 10, 2026 astatine 11:08 AM CST 4 min read

According to an SEC filing dated Feb. 9, 2026, William Blair Investment Management reduced its presumption successful MercadoLibre (NASDAQ:MELI) by 64,225 shares, an estimated $134.90 cardinal transaction based connected the mean unadjusted closing terms for the quarter. The quarter-end worth of the presumption fell by $203.52 million, reflecting some trading and stock terms movements.

Following the sale, the MercadoLibre presumption present stands astatine 0.93% of reportable 13F AUM.

Top holdings aft the filing:
- Nvidia: $1.98 cardinal (5.5% of AUM)
- Taiwan Semiconductor Manufacturing: $1.82 cardinal (5.1% of AUM)
- Microsoft: $1.69 cardinal (4.7% of AUM)
- Apple: $1.48 cardinal (4.1% of AUM)
- Amazon: $1.01 cardinal (2.8% of AUM)

As of Feb. 6, 2026, shares were priced astatine $2,035.59, up 3.8% implicit the past year, underperforming the S&P 500 by 12 percent points.

Metric

Value

Revenue (TTM)	$26.19 billion
Net income (TTM)	$2.08 billion
Price (as of marketplace adjacent February 6, 2026)	$2,035.59
One-year terms change	3.8%

MercadoLibre:

Offers online commerce platforms, integer payments, logistics, credit, and advertizing solutions crossed Latin America, including the Mercado Libre Marketplace and Mercado Pago fintech platform.
Generates gross chiefly from transaction fees, outgo processing, recognition products, logistics services, and value-added integer offerings to merchants and consumers.
Serves businesses, merchants, and idiosyncratic consumers passim Latin America, targeting some online sellers and buyers seeking integrated e-commerce and fiscal solutions.

MercadoLibre is simply a starring e-commerce and fintech supplier successful Latin America, operating astatine standard with a diversified portfolio of integer platforms and fiscal services. The institution leverages its proprietary exertion and logistics infrastructure to facilitate seamless online transactions and payments for millions of users. Its integrated ecosystem and beardown determination beingness supply a competitory vantage successful capturing the maturation of integer commerce and fiscal inclusion successful emerging markets.

I don’t deliberation investors should needfully panic implicit William Blair’s Q4 merchantability of MercadoLibre. The steadfast pared down 10 of its apical 12 holdings, and MercadoLibre inactive remains the 12th-biggest holding successful the portfolio. Furthermore, William Blair has sold the banal successful 8 of the past 9 quarters, truthful this gradual selling is thing new. While I don’t cognize the nonstop rationale for these sales, I’d lone look to bargain shares of the promising e-commerce and fintech juggernaut -- particularly pursuing its 20% dip implicit the past year.