Aubrey Capital Management Ltd liquidated its entire MercadoLibre holding of 5,638 shares, executing the trades at an estimated value of $13.18 million based on the quarter’s average share price. The divestiture erased a position that previously represented 4.15% of the fund’s assets under management. Following the sale and concurrent price movements, Aubrey Capital’s end‐of‐quarter exposure to MercadoLibre stands at zero, underlining a broader capital reallocation strategy after multiple reductions in equity positions this period.

In contrast to Aubrey’s exit, C WorldWide Group bolstered its MercadoLibre position by acquiring 44,747 shares for approximately $93.99 million based on the same quarterly average price. This transaction lifted the fund’s quarter‐end market value of its MELI stake by about $87.34 million, factoring in both the share purchases and subsequent price appreciation. The move marks a significant overweight, as C WorldWide now ranks MercadoLibre among its top five equity exposures, reflecting heightened conviction in the company’s e-commerce and payments growth trajectory.

In the latest session, MercadoLibre shares underperformed broader equity benchmarks, declining by 2.2% from the prior close. Trading volume on the session was approximately 1.8 times the 30‐day daily average, suggesting that the drop was accompanied by above-average investor activity. Market analysts point to profit‐taking after a multi‐week rally and cautious commentary on consumer spending in Latin America as factors driving the pullback.