TLDR
- Ark Invest purchased shares of MercadoLibre, Alibaba, and DoorDash on Monday, all three stocks are beating the market in 2025
- MercadoLibre saw 25% sales growth in its top three markets while its Mercado Pago payment volume hit $64.6 billion with 39% year-over-year growth
- Alibaba has more than doubled in value in 2025 and trades at less than 22 times trailing earnings despite the rally
- DoorDash stock has gained 95% over the past year and posted 25% revenue growth in the second quarter
- MercadoLibre reduced its minimum order size in Brazil for free shipping by 75% to gain market share against competitors
Cathie Wood’s Ark Invest bought shares of three growth stocks on Monday. The purchases included MercadoLibre, Alibaba, and DoorDash.
All three companies have outperformed the broader market in 2025. Alibaba stands out as the second-largest company by market cap to more than double this year.
MercadoLibre operates as the leading e-commerce platform in Latin America. The company served 94 million unique buyers over the past year.
The platform’s customers purchase an average of 7.4 items per quarter. Nearly three-quarters of all orders arrive within two days.
MercadoLibre reported over 25% sales growth in Brazil, Mexico, and Argentina. These represent the company’s three largest markets.
The fintech division shows even stronger performance than e-commerce. Mercado Pago processed $64.6 billion in total payment volume during the latest quarter.
Fintech Growth Outpaces E-commerce
Payment volume grew 39% year-over-year. This growth rate exceeds the e-commerce business performance.
The payment volume now reaches more than four times the gross merchandise value of the online retail operations. MercadoLibre missed earnings expectations on the bottom line.
The company made a strategic decision to lower its minimum order size for free shipping in Brazil. The threshold dropped by 75%.
This move aims to capture market share while defending against competitors. The strategy prioritizes growth over short-term profitability.
Alibaba represents Wood’s second major international e-commerce investment. Ark Invest has increased its position in Chinese growth stocks in recent weeks.
Alibaba’s AI Push and Share Buybacks
The Chinese giant maintains its dominance in its home market. Its AliExpress division sells to international customers outside China.
Alibaba is positioning itself as an AI company. China supports domestic companies as export restrictions limit U.S. AI chipmaker access.
The company spent $241 million on share buybacks in the third quarter. Alibaba has repurchased shares every quarter for over two years.
The stock trades at less than 22 times trailing earnings. This valuation comes despite shares more than doubling in 2025.
DoorDash completes Wood’s purchases from Monday. The food delivery company leads the U.S. market for third-party restaurant delivery apps.
DoorDash stock climbed 95% over the past year. The company posted 25% revenue growth in the second quarter.
This growth rate exceeds the previous year’s pace. DoorDash turned profitable last year after years of losses.
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