D1 Capital Partners L.P. 13F: Adds $251M to MELI Stake

D1 Capital Partners Expands MercadoLibre Holding

D1 Capital Partners increased its investment in MercadoLibre, Inc. (NasdaqGS: MELI) during the period ended May 15, 2026, according to a Form 13F filing with the Securities and Exchange Commission. The fund bought an additional 149,194 shares of the e-commerce giant, which lifted its stake by a 66.4% margin from a prior count of 224,481 shares.

Following the transaction, D1 Capital Partners held 373,675 shares of the company. That expanded position carried an estimated value of $628.9 million at the close of the reporting window. Institutional filings like this one offer a historical snapshot of portfolio shifts from the end of the quarter and may not reflect current trades made today.

MercadoLibre Stock Shares Trade Range

MercadoLibre shares have changed hands within a 52-week window ranging from $1,495.00 to $2,428.00. The company carries a forward price-to-earnings ratio of 33.01, while its basic earnings per share rest at $36.77. The stock recently traded near $1,683.13 as institutional investors adjust their exposure to Latin American internet retail and fintech services.

Recent Earnings Performance

For its financial health, MercadoLibre posted $35.18 billion in trailing revenue with a revenue growth rate of 49.8%. The enterprise maintains a net margin of 5.3% alongside a return on equity of 27.5%. The next scheduled earnings report arrives on November 4, 2026, giving market watchers a fresh look at its marketplace and Mercado Pago financial units.

Wall Street Analyst Outlooks

Several financial firms updated their price targets and views on the stock through the autumn of 2026. On July 15, 2026, Citigroup maintained a neutral rating while adjusting its target to $2,000.00. Later on August 6, 2026, Cantor Fitzgerald kept an overweight rating with a target of $2,300.00, while BTIG reiterated a buy rating at a $2,150.00 target. JP Morgan maintained a neutral rating on August 11, 2026, moving its target to $2,150.00. BTIG reiterated its buy rating again on September 3, 2026, at $2,150.00. Susquehanna maintained a positive rating on October 6, 2026, raising its target to $2,500.00. Cantor Fitzgerald maintained an overweight rating on October 12, 2026, with a target of $2,200.00. On October 13, 2026, Citigroup maintained a neutral rating with a target of $2,100.00. Across the wider analyst community, the stock holds a buy recommendation with a mean target of $2,270.01 across 26 analyst opinions.

Inside MercadoLibre Operations

MercadoLibre operates online commerce and financial technology platforms across Brazil, Mexico, Argentina, and other international markets. Its ecosystem spans the Mercado Libre marketplace, the Mercado Pago financial services solution, investment tools, credit services, shipping logistics, classified listings, and digital advertising options. Founded in 1999, the company is headquartered in Montevideo, Uruguay.

What to Watch at MercadoLibre, Inc.

Investors tracking D1 Capital Partners and other major shareholders will look ahead to subsequent SEC filings to see whether the fund maintains its larger commitment. The upcoming earnings release in November will also provide updated metrics on revenue expansion and credit portfolio performance across its core geographic regions.