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Charles Jigarjian's 7G Capital Management increased its MELI position by 139%, from 4.31% to 7.76% of the portfolio.

Now holds 10,000 shares worth $16.97M.
Published · Based on SEC filings

Medium impact
Major add
2026 Q2

Charles Jigarjian's 7G Capital Management increased its MercadoLibre Inc (MELI) position by 139% in 2026 Q2, according to the 13F-HR filed with the SEC on August 13, 2026. The stake went from 4.18K to 10K shares, worth about $17M, and from 4.31% to 7.76% of the reported portfolio.

What did the 2026 Q2 filing report for MELI?

As of June 30, 2026, from the 13F-HR filed August 13, 2026.

Before After
Shares 4.18K 10K
Shares added +5.82K (139%)
Reported value $7.2M $17M
Portfolio weight 4.31% 7.76%
Rank in portfolio 6th of 10

How much did Charles Jigarjian add to MELI?

Charles Jigarjian added 5.82K shares of MELI during 2026 Q2, taking the stake from 4.18K to 10K. The reported value of the position rose by about $9.7M, from about $7.2M to about $17M.

Where does MELI sit in the Charles Jigarjian portfolio?

MELI ranks 6th of 10 stock positions in the Charles Jigarjian portfolio at 7.76%, below the fund's average stock position of 10%. The largest stock position is GOOGL at 26.97%. Next come TSM at 15.84% and AAPL at 13.24%. The three largest stocks together are 56.05% of the book. The MELI addition was the 3rd largest of the quarter's 6 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Charles Jigarjian reported 10 stock positions, with 1 opened and 1 closed. The total portfolio value is about $218.6M, up 30% from the prior quarter.

Charles Jigarjian buys and sells, 2026 Q2

How long has Charles Jigarjian held MELI?

Charles Jigarjian first reported MELI in the quarter ended September 30, 2025. The current weight is the highest the fund has reported for the name. The fund added to it last quarter as well, by 736%. Every reported trade is on the Charles Jigarjian MELI trade history page.

Charles Jigarjian shares of MELI by quarter

Did other funds buy or sell MELI in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 13, 2026, 6 hold MELI. Of those, 3 added to the position this quarter and 3 trimmed it. The largest buyers of MELI this quarter were Eagle Capital Management, Chase Coleman III and Wallace Weitz. The largest sellers were Henry Ellenbogen, Polen Capital Management and Quincy Lee. Every tracked holder of MELI is on the MELI ownership page.

FAQ

How many MELI shares did Charles Jigarjian buy in 2026 Q2?

Charles Jigarjian added 5.82K shares of MELI, a 139% increase, to 10K shares.

What is the MELI position of Charles Jigarjian worth now?

The MELI position of Charles Jigarjian is worth about $17M at June 30, 2026 prices, 7.76% of the portfolio.

Is MELI a top holding of Charles Jigarjian?

MELI ranks 6th of 10 stock positions in the Charles Jigarjian portfolio, at 7.76%.

Did other funds add to MELI in 2026 Q2?

Among the 6 other tracked funds that hold MELI, 3 added to it in 2026 Q2 and 3 trimmed it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst