Sector: airobot
Conviction from: NASDAQCitrini
Tradable on: Bitget →
52-week range: 1,4952,548
MercadoLibre operates the largest e-commerce and fintech ecosystem in Latin America, including an online marketplace, the Mercado Pago payments and financial services platform, logistics, and advertising.
4 tracked filer(s) hold this · 0 opened, 2 added, 2 trimmed in 30-JUN-2026
Aggregate 13FScore 59 — mean of 4 scored holder(s) · buyers (new/add) avg 70. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Paul Tudor Jones / Tudor | 63 | Added +293% | 30,121 | $51,127,084 | 0.1% |
| Steve Cohen / Point72 | 76 | Added +9% | 7,400 | $12,560,686 | 0.0% |
| Bridgewater | 56 | Trimmed -32% | 10,009 | $16,989,177 | 0.1% |
| Ancora | 40 | Trimmed -34% | 65 | $110,330 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-05-26 | Aguzin Alejandro Nicolas | director | 600 | $993,556 | Form 4 |
7 disclosed trade(s) by 2 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-06-10 | Gilbert Cisneros CA31 | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Gilbert Cisneros CA31 | SELL | $1,001 - $15,000 | PTR |
| 2026-03-25 | Gilbert Cisneros CA31 | SELL | $1,001 - $15,000 | PTR |
| 2026-03-16 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2025-12-24 | Gilbert Cisneros CA31 | SELL | $1,001 - $15,000 | PTR |
| 2025-12-10 | Jonathan Jackson IL01 | SELL | $15,001 - $50,000 | PTR |
Watching · 5 mention(s), 0 personal-position post(s) · first 2026-07-02 · last 2026-09-15
“@blkslymn I’m a fan of $CCXI since they’re targeting commercialization first with companies like $AMZN to $MELI.
I think they could get a higher valuation from retail it looked like the terminator and can backflip.” post →
All 5 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-09-15T12:31:02 | @blkslymn I’m a fan of $CCXI since they’re targeting commercialization first with companies like $AMZN to $MELI.
I think they could get a higher valuation from retail it looked like the terminator and can backflip. → · 88 likes · 17,802 views |
| 2026-07-07 | Literally just Elon.
- The guy + $SPCX is basically the only reason why US is in the lead with Space.
- $TSLA led EV commercialization in US
He's sometimes off with timeframes, but right directionally, so pretty sure he can make US robotics #1 again.
I personally own $CCXI though since I think … → · 118 likes · 21,586 views |
| 2026-07-04T21:44:39 | Nikkei - $JD E-Commerce Giant CEO warns "Robots Will Replace 700,000 Delivery Workers".
Per FT's earlier piece last month: The 700,000 delivery personnel working for the firm will be replaced by robots, highlighting how rapid automation has become a new threat to China's already severe job market.… → · 882 likes · 414,771 views |
| 2026-07-04 | @fivepointscap Yep, $SE $MELI $JD $AMZN and the other e-commerce giants are the most obvious beneficiary of physical AI push that I can think of
Given they can optimizing opex immediately with robotics. Names like $META are kinda less clear. → · 87 likes · 28,546 views |
| 2026-07-02T17:57:47 | Agility Robotics is literally the #1 humanoid player in the US in terms of commercialization today imo.
Personal Rankings:
1. Agility Robotics via $CCXI
2. $TSLA Optimus ($1T+ company)
3. Figure at $39B from 2025, likely higher now.
With Tesla likely taking the lead a year from now. So at $16,… → · 1364 likes · 1,054,776 views |
| Report | Date | Stance |
|---|
| #104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality | 2025-08-18 | LONG |
| #94 — Thematic Primer: Artificial Intelligence, Phase 2 | 2025-04-23 | LONG |