根据最新披露的美股13F报告显示，百年巨头柏基投资（Baillie Gifford）在2025年第四季度的持仓总市值为1203.4亿美元，较三季度的1350亿美元缩水约 10.8%。 这一降幅除了受部分成长股高位回调影响外，更多源于其整体"净卖出"的操作态势。 重仓座次方面，英伟达虽然连续第二个季度被削减股数（本季减持约5.76%），但仍以6.80%的占比蝉联第一大重仓股。 本文来自：聪明投资者 紧随其后的是拉美电商龙头美客多（MELI），柏基在四季度对其进行了4.95%的反向增持，使其占比升至5.83%，进一步巩固了其作为组合压舱石的地 位。 前五大重仓的其余席位由亚马逊、Shopify和Sea Ltd占据，前十大重仓股合计占比高达43.4%。 除了英伟达，柏基还大幅减持了亚马逊、Shopify、Meta、Cloudflare等。 四季度引人注目的操作是大幅加仓谷歌，增持幅度高达166%。这一动作与伯克希尔去年三季度建仓谷歌的逻辑形成了有趣的互补，如果说巴菲特看重的 是谷歌的垄断护城河，那么柏基则更看好其在AI定制芯片及大规模算力上的成本优势。 当然，考虑到原本对于谷歌持股不高，这次加仓后柏基对谷歌持股市值 ...

根据最新披露 的美股 13F报告显示， 百年巨头柏 基投资（ Baillie Gifford）在2025年第四季度的持仓总市值为1203.4亿美元，较三季度的 1350亿美元缩水约10.8%。 这一降幅除了受部分成长股高位回调影响外，更多源于其整体 "净卖出"的操作态势。 重仓座次方面，英伟达虽然连续第二个季度 被 削减股数（本季减持约 5.76%），但仍以6.80%的占比蝉联第一大重仓股。 紧随其后的是拉美电商龙头美客多（ MELI），柏基在 四季度 对其进行了 4.95%的反向增持，使其占比升至5.83%，进一步巩固了其作为 组合 压舱石的地位。 前五大重仓的其余席位由亚马逊、 Shopify和Sea Ltd占据，前十大重仓股合计占比高达43.4%。 除了英伟达， 柏基 还 大幅减持了 亚马逊、 Shopify 、 Meta 、 Cloudflare 等。 四 季度引人注目的操作是大幅加仓 谷歌 ，增持幅度高达 166%。 这一动作与伯克希尔 去年 三季度建仓谷歌的逻辑形成了有趣的互补 ， 如果说 巴菲特看重的是谷歌的垄断护城河，那么柏基则更看好其在 AI定制芯片及大规模算力上的成本优势。 当然，考虑到原 ...

MercadoLibre operates a leading e-commerce and digital payments platform serving merchants and consumers across Latin America.On February 4, 2026, Aubrey Capital Management Ltd reported a complete exit from its position in MercadoLibre (MELI 1.95%), having sold 5,638 shares in a trade estimated at $13.18 million based on quarterly average pricing during the quarter ended December 31, 2025.What HappenedAccording to an SEC filing dated February 4, 2026, Aubrey Capital Management Ltd fully liquidated its Merca ...

C WorldWide Group Holding A/S bought increased its stake in MercadoLibre (NASDAQ:MELI), according to a February 04, 2026, SEC filing. What happened According to a filing with the Securities and Exchange Commission dated February 04, 2026, C WorldWide Group Holding A/S purchased 44,747 additional shares of MercadoLibre during the fourth quarter. The estimated transaction value, calculated using the average closing price for the quarter, is approximately $93.99 million. The fund's quarter-end position valu ...

Now is a perfect time to increase your holdings in these five genius investments.Although the stock market is near all-time highs, there are plenty of stocks to double up on. These have massive potential to continue thriving over the next few years, and buying them now ensures you have the best potential to participate in their rises.I've got five stocks that look like great buys right now, and I think investors should consider starting or adding to their positions this month. 1. NvidiaNvidia (NVDA 2.84%) h ...

On February 2, Triasima Portfolio Management Inc. disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold 3,013 shares of MercadoLibre (NASDAQ:MELI) during the fourth quarter, an estimated $6.33 million trade based on quarterly average pricing. What happened According to the SEC filing dated February 2, Triasima Portfolio Management Inc. sold 3,013 shares of MercadoLibre during the fourth quarter. The estimated value of this sale was $6.33 million, calculated using the average cl ...

Some tickers are covered more than others on the site, so with The Undercovered Dozen our Editors highlight twelve actionable investment ideas on tickers with less coverage. These ideas can range from "boring" large caps to promising up-and-coming small caps. Specifically, the inclusion criteria for "undercovered" include: market cap greater than $100 million, more than 800 symbol page views in the last 90 days on Seeking Alpha, and fewer than two articles published in the past 30 days. Follow this account ...

Group 1: Nvidia - Nvidia is the world's largest semiconductor company with a market cap of $4.6 trillion and is projected to grow to $10 trillion by 2030 through vertical integration in AI [3][5] - The company reported a 62% year-over-year increase in third-quarter revenue and a 65% increase in net income [5] - Nvidia's stock has a forward P/E ratio of 24, significantly below its five-year average of 37, indicating it is attractively priced [6] Group 2: MercadoLibre - MercadoLibre has a market value of $116 billion and operates as a combination of an online marketplace and fintech business in Latin America [7][9] - The company reported a 39% year-over-year increase in net revenue and has 77 million unique active buyers, with both figures growing over 25% year over year [9] - MercadoLibre's stock has a forward P/E of 31, well below its five-year average of 64, suggesting it is also attractively priced [10]

Core Insights - Coronation Fund Managers increased its stake in MercadoLibre by 53,352 shares, valued at approximately $112.06 million, reflecting a significant investment in the company [2][3] - The total value of Coronation's position in MercadoLibre reached $285.59 million, marking an increase of $78.93 million from the previous filing, driven by both new purchases and share price appreciation [2] - MercadoLibre's shares have appreciated by 19.7% over the past year, outperforming the S&P 500 by 4.68 percentage points [3] Company Overview - MercadoLibre operates a leading e-commerce and fintech platform in Latin America, with a market capitalization of $114.02 billion and a revenue of $26.19 billion over the trailing twelve months [4][5] - The company generates revenue through transaction fees on its marketplace, financial services, logistics, and value-added services for merchants and consumers [8] - MercadoLibre's competitive advantage lies in its integrated ecosystem of online marketplaces, digital payments, credit, and logistics, tailored to the Latin American market [5] Financial Performance - The company reported a net income of $2.08 billion over the trailing twelve months [4] - Revenue growth remains robust, with a year-over-year increase of 39% in the third quarter, alongside expanding margins and improved logistics efficiency [10] Investment Implications - The increased stake by Coronation Fund Managers indicates a strong conviction in MercadoLibre's long-term growth potential, as it now represents 12.81% of their $2.23 billion reportable assets under management [3][9] - The fund's strategy includes pairing MercadoLibre with other emerging-market growth companies, suggesting confidence in the company's competitive position despite its size [11]

Sunlit skyline overlaid with U.S. dollar bills, symbolizing a weakening dollar boosting emerging markets. Key Points Emerging markets have been outperforming the U.S. stock market as commodity strength and a weaker dollar drive capital flows. MELI, DLO, and NU offer exposure to Latin America’s growth through e-commerce, payments, and digital banking. Long-term tailwinds remain despite potential short-term volatility in commodities and the dollar. Interested in DLocal Limited? Here are five stocks we l ...