0000905718-20-000211.txt : 20200214
0000905718-20-000211.hdr.sgml : 20200214
20200214160751
ACCESSION NUMBER: 0000905718-20-000211
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200214
DATE AS OF CHANGE: 20200214
EFFECTIVENESS DATE: 20200214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Melvin Capital Management LP
CENTRAL INDEX KEY: 0001628110
IRS NUMBER: 472172404
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16643
FILM NUMBER: 20619619
BUSINESS ADDRESS:
STREET 1: 535 MADISON AVENUE - 22ND FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 212-373-1270
MAIL ADDRESS:
STREET 1: 535 MADISON AVENUE - 22ND FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001628110
XXXXXXXX
12-31-2019
12-31-2019
false
Melvin Capital Management LP
535 Madison Avenue - 22nd Floor
New York
NY
10022
13F HOLDINGS REPORT
028-16643
Y
Melvin Capital Management LP is voluntarily disclosing its PUMA SE and ADYEN NV holdings. The SEDOL for this holding is included in the Information Table in lieu of the CUSIP.
Evan Cohen
Chief Compliance Officer
212-373-1275
/s/ Evan Cohen
New York
NY
02-14-2020
0
94
12183846
INFORMATION TABLE
2
infotable.xml
ABERCROMBIE & FITCH CO
CL A
002896207
5187
300000
SH
Put
SOLE
300000
0
0
ADOBE INC
COM
00724F101
214377
650000
SH
SOLE
650000
0
0
ADT INC
COM
00090Q103
4758
600000
SH
Put
SOLE
600000
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
43243
270000
SH
Call
SOLE
270000
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
429704
2682969
SH
SOLE
2682969
0
0
ADYEN NV
COM
00BZIHM42
152882
186500
SH
SOLE
186500
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
284529
1341485
SH
SOLE
1341485
0
0
ALTICE USA INC
CL A
02156K103
36089
1320000
SH
Call
SOLE
1320000
0
0
ALTICE USA INC
CL A
02156K103
260401
9524540
SH
SOLE
9524540
0
0
AMAZON COM INC
COM
023135106
557741
301834
SH
SOLE
301834
0
0
AMAZON COM INC
COM
023135106
749853
405800
SH
Call
SOLE
405800
0
0
ANAPLAN INC
COM
03272L108
316322
6036684
SH
SOLE
6036684
0
0
ARMSTRONG WORLD INDS INC NEW
COM
04247X102
46985
500000
SH
Call
SOLE
500000
0
0
ARMSTRONG WORLD INDS INC NEW
COM
04247X102
79405
845000
SH
SOLE
845000
0
0
ATLASSIAN CORP PLC
CL A
G06242104
48136
400000
SH
SOLE
400000
0
0
AVIS BUDGET GROUP INC
COM
053774105
16120
500000
SH
Put
SOLE
500000
0
0
BILL COM HLDGS INC
COM
090043100
11453
301000
SH
SOLE
301000
0
0
BOOKING HLDGS INC
COM
09857L108
316831
154271
SH
SOLE
154271
0
0
BUCKLE INC
COM
118440106
8112
300000
SH
Put
SOLE
300000
0
0
CARDTRONICS PLC
SHS CL A
G1991C105
19700
441200
SH
Put
SOLE
441200
0
0
CBL & ASSOC PPTYS INC
COM
124830100
2100
2000000
SH
Put
SOLE
2000000
0
0
CHEWY INC
CL A
16679L109
6525
225000
SH
SOLE
225000
0
0
COPART INC
COM
217204106
36376
400000
SH
Call
SOLE
400000
0
0
COPART INC
COM
217204106
304987
3353712
SH
SOLE
3353712
0
0
COSTAR GROUP INC
COM
22160N109
77779
130000
SH
Call
SOLE
130000
0
0
COSTAR GROUP INC
COM
22160N109
349136
583546
SH
SOLE
583546
0
0
COVETRUS INC
COM
22304C100
10560
800000
SH
Put
SOLE
800000
0
0
CROCS INC
COM
227046109
52344
1249555
SH
SOLE
1249555
0
0
DILLARDS INC
CL A
254067101
14696
200000
SH
Put
SOLE
200000
0
0
DOLLAR GEN CORP NEW
COM
256677105
144282
925000
SH
SOLE
925000
0
0
DOLLAR TREE INC
COM
256746108
84645
900000
SH
SOLE
900000
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
162210
1500000
SH
SOLE
1500000
0
0
FACEBOOK INC
CL A
30303M102
135465
660000
SH
Call
SOLE
660000
0
0
FACEBOOK INC
CL A
30303M102
302874
1475633
SH
SOLE
1475633
0
0
FAIR ISAAC CORP
COM
303250104
215441
575000
SH
SOLE
575000
0
0
FERRARI N V
COM
N3167Y103
262736
1587148
SH
SOLE
1587148
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
111272
800000
SH
Call
SOLE
800000
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
447809
3219563
SH
SOLE
3219563
0
0
FISERV INC
COM
337738108
92504
800000
SH
SOLE
800000
0
0
FLEETCOR TECHNOLOGIES INC
COM
339041105
251755
875000
SH
SOLE
875000
0
0
GAMESTOP CORP NEW
CL A
36467W109
24320
4000000
SH
Put
SOLE
4000000
0
0
GARTNER INC
COM
366651107
92460
600000
SH
SOLE
600000
0
0
GOPRO INC
CL A
38268T103
30380
7000000
SH
Put
SOLE
7000000
0
0
HANESBRANDS INC
COM
410345102
43214
2910000
SH
Put
SOLE
2910000
0
0
HANNON ARMSTRONG SUST INFR C
COM
41068X100
38616
1200000
SH
Put
SOLE
1200000
0
0
HYATT HOTELS CORP
COM CL A
448579102
152507
1700000
SH
SOLE
1700000
0
0
IAA INC
COM
449253103
61178
1300000
SH
SOLE
1300000
0
0
IQVIA HLDGS INC
COM
46266C105
123608
800000
SH
SOLE
800000
0
0
IROBOT CORP
COM
462726100
92147
1820000
SH
Put
SOLE
1820000
0
0
KONTOOR BRANDS INC
COM
50050N103
16796
400000
SH
Put
SOLE
400000
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
67668
400000
SH
Call
SOLE
400000
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
249633
1475633
SH
SOLE
1475633
0
0
LAS VEGAS SANDS CORP
COM
517834107
92514
1340000
SH
Call
SOLE
1340000
0
0
LAS VEGAS SANDS CORP
COM
517834107
370555
5367252
SH
SOLE
5367252
0
0
LAUDER ESTEE COS INC
CL A
518439104
123924
600000
SH
SOLE
600000
0
0
LAUREATE EDUCATION INC
CL A
518613203
10616
602864
SH
SOLE
602864
0
0
LIGAND PHARMACEUTICALS INC
COM NEW
53220K504
31287
300000
SH
Put
SOLE
300000
0
0
LUCKIN COFFEE INC
SPONSORED ADS
54951L109
39360
1000000
SH
Call
SOLE
1000000
0
0
LUCKIN COFFEE INC
SPONSORED ADS
54951L109
133824
3400000
SH
SOLE
3400000
0
0
MACERICH CO
COM
554382101
19652
730000
SH
Put
SOLE
730000
0
0
MACYS INC
COM
55616P104
12378
728100
SH
Put
SOLE
728100
0
0
MALLINCKRODT PUB LTD CO
SHS
G5785G107
46626
13360000
SH
Put
SOLE
13360000
0
0
MASTERCARD INC
CL A
57636Q104
119436
400000
SH
Call
SOLE
400000
0
0
MASTERCARD INC
CL A
57636Q104
320443
1073187
SH
SOLE
1073187
0
0
MEDIFAST INC
COM
58470H101
10958
100000
SH
Put
SOLE
100000
0
0
MYLAN N V
SHS EURO
N59465109
117183
5830000
SH
Put
SOLE
5830000
0
0
NATIONAL BEVERAGE CORP
COM
635017106
20408
400000
SH
Put
SOLE
400000
0
0
NETFLIX INC
COM
64110L106
171492
530000
SH
Call
SOLE
530000
0
0
NETFLIX INC
COM
64110L106
173624
536590
SH
SOLE
536590
0
0
NEW ORIENTAL ED & TECH GRP I
SPON ADR
647581107
157625
1300000
SH
SOLE
1300000
0
0
NORDSTROM INC
COM
655664100
29879
730000
SH
Put
SOLE
730000
0
0
PAYPAL HLDGS INC
COM
70450Y103
237974
2200000
SH
SOLE
2200000
0
0
PENNSYLVANIA RL ESTATE INVT
SH BEN INT
709102107
1599
300000
SH
Put
SOLE
300000
0
0
PUMA SE
COM
005064722
122099
1593000
SH
SOLE
1593000
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
95655
1500000
SH
SOLE
1500000
0
0
SALESFORCE COM INC
COM
79466L302
349086
2146375
SH
SOLE
2146375
0
0
SEA LTD
SPONSORED ADS
81141R100
24132
600000
SH
SOLE
600000
0
0
SEAWORLD ENTMT INC
COM
81282V100
42016
1325000
SH
SOLE
1325000
0
0
SERVICENOW INC
COM
81762P102
112928
400000
SH
Call
SOLE
400000
0
0
SERVICENOW INC
COM
81762P102
340856
1207339
SH
SOLE
1207339
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
38467
1769400
SH
Put
SOLE
1769400
0
0
STITCH FIX INC
COM CL A
860897107
18732
730000
SH
Put
SOLE
730000
0
0
TABULA RASA HEALTHCARE INC
COM
873379101
38944
800000
SH
Put
SOLE
800000
0
0
TAILORED BRANDS INC
COM
87403A107
4885
1180000
SH
Put
SOLE
1180000
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
134673
1100000
SH
SOLE
1100000
0
0
TANGER FACTORY OUTLET CTRS I
COM
875465106
55974
3800000
SH
Put
SOLE
3800000
0
0
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADS
881624209
92120
9400000
SH
Put
SOLE
9400000
0
0
THOR INDS INC
COM
885160101
44574
600000
SH
Put
SOLE
600000
0
0
VERISIGN INC
COM
92343E102
125242
650000
SH
SOLE
650000
0
0
VISA INC
COM CL A
92826C839
187900
1000000
SH
SOLE
1000000
0
0
WASHINGTON PRIME GROUP NEW
COM
93964W108
1092
300000
SH
Put
SOLE
300000
0
0
WW INTL INC
COM
98262P101
22926
600000
SH
Put
SOLE
600000
0
0
WYNN RESORTS LTD
COM
983134107
76379
550000
SH
Call
SOLE
550000
0
0
WYNN RESORTS LTD
COM
983134107
353958
2548843
SH
SOLE
2548843
0
0