Kemnay’s MercadoLibre Position: A Measured Shift

According to a recent SEC filing, Kemnay increased its holdings in MercadoLibre by 1,385 shares during the final quarter of the previous year. The estimated value of this transaction reached $2.91 million. While a notable sum, it represents a fraction of Kemnay’s overall portfolio and, more importantly, a reversal of a prior trend. The fund’s total position now stands at 5,623 shares, an increase of $1.42 million in value, reflecting both market activity and, crucially, a change in assessment.








