TLDR
- Cathie Wood’s Ark Invest purchased MercadoLibre, Alibaba, and DoorDash shares Monday as part of weekly portfolio adjustments
- MercadoLibre’s Mercado Pago payment platform processed $64.6 billion in Q2 with 39% year-over-year growth
- Alibaba stock has doubled in 2025 and trades at 22 times earnings while maintaining quarterly share buyback program
- DoorDash revenue grew 25% in Q2 and the stock has climbed 95% over the past year
- MercadoLibre cut Brazil free shipping minimum by 75% to compete for market share in Latin America
Cathie Wood’s Ark Invest made strategic purchases Monday across three high-growth stocks. The investment firm added positions in MercadoLibre, Alibaba, and DoorDash.
All three companies have delivered strong returns in 2025. Each stock has outperformed the S&P 500 this year.
MercadoLibre dominates e-commerce across Latin America. The platform attracted 94 million unique buyers over the past 12 months.
Customers order an average of 7.4 items each quarter. The company delivers nearly 75% of orders within two days.
Sales grew over 25% in MercadoLibre’s core markets. Brazil, Mexico, and Argentina represent the largest revenue sources.
The company’s fintech arm shows stronger growth than e-commerce. Mercado Pago processed $64.6 billion in payment volume last quarter.
Payment Platform Drives Growth
Payment volume increased 39% compared to last year. This surpasses the growth rate of the retail business.
Total payment volume now exceeds online retail merchandise value by four times. The fintech operation has become the larger business segment.
MercadoLibre reduced free shipping minimums in Brazil by 75%. The move targets increased market share against competitors.
The strategy prioritizes growth over near-term profit margins. Management accepted lower quarterly earnings to fund the expansion.
Alibaba represents Wood’s bet on Chinese e-commerce recovery. The stock has more than doubled since January.
China’s largest e-commerce company maintains domestic market leadership. The AliExpress platform serves international customers globally.
Alibaba Invests in AI Technology
Alibaba is building its artificial intelligence capabilities. Chinese government support helps domestic tech companies compete globally.
The company repurchased $241 million in shares during Q3. Alibaba has bought back stock every quarter for over two years.
Shares trade at 22 times trailing earnings. The valuation remains low despite the stock doubling this year.
DoorDash rounds out Wood’s Monday purchases. The food delivery leader controls the largest U.S. market share.
The company’s stock gained 95% in the past year. Second quarter revenue rose 25% year-over-year.
Revenue growth accelerated from the previous year’s pace. DoorDash achieved profitability for the first time in 2024.
Portfolio Strategy Targets E-commerce
Wood focuses on companies with international exposure. MercadoLibre and Alibaba both operate outside the United States.
The three stocks share common growth characteristics. Each company leads its respective market segment.
DoorDash benefits from consumer preference for convenience. Customers continue choosing delivery despite higher costs than in-person shopping.
Ark Invest manages multiple growth-focused ETFs. The firm regularly adjusts holdings across its fund family.
Wood bought shares in six existing positions Monday. MercadoLibre, Alibaba, and DoorDash received the largest allocations.
