Quincy Lee's Ancient Art (Teton Capital) exited MercadoLibre Inc (MELI) during 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, selling all 31.9K shares. The position had been worth about $55.2M at the prior quarter-end and carried 12.04% of the book. MELI had been in the portfolio for 1 quarter, since the quarter ended March 31, 2026.
What did the 2026 Q2 filing report for MELI?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 31.9K | 0 |
| Reported value | $55.2M | $0 |
| Portfolio weight | 12.04% | 0% |
| Held since | 2026 Q1 | sold out in 2026 Q2 |
| Quarters held | 1 |
What did Quincy Lee sell?
Quincy Lee sold 31.9K shares of MELI between the quarter ended March 31, 2026 and June 30, 2026. The MELI exit was the 3rd largest of the quarter's 8 position changes by percent change to portfolio.
Where does MELI sit in the Quincy Lee portfolio?
Before the sale, MELI carried 12.04% of the Quincy Lee portfolio, above the fund's average stock position of 6%. The largest stock position is IBKR at 22.86%. Next come ZG at 13.91% and UPWK at 12.35%. The three largest stocks together are 49.12% of the book. Across the 2026 Q2 portfolio, Quincy Lee reported 16 stock positions, with 2 opened and 2 closed. The total portfolio value is about $489.4M, up 7% from the prior quarter.
How long has Quincy Lee held MELI?
Quincy Lee held MELI for 1 quarter, from the quarter ended March 31, 2026 to March 31, 2026. Every reported trade is on the Quincy Lee MELI trade history page.
Did other funds buy or sell MELI in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 7 still hold MELI. The largest buyers of MELI this quarter were Eagle Capital Management, Chase Coleman III and Charles Jigarjian. The largest sellers were Henry Ellenbogen, Polen Capital Management and Bill Miller. Every tracked holder of MELI is on the MELI ownership page.
FAQ
How many MELI shares did Quincy Lee sell?
Quincy Lee sold all 31.9K shares of MELI it reported a quarter earlier, worth about $55.2M.
When did Quincy Lee first buy MELI?
Quincy Lee first reported MELI in the quarter ended March 31, 2026.
How much of the Quincy Lee portfolio was MELI?
MELI was 12.04% of the Quincy Lee portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell MELI in 2026 Q2?
No other tracked fund sold out of MELI in 2026 Q2, but 3 trimmed it; 7 still hold it.