0000905718-20-000457.txt : 20200515
0000905718-20-000457.hdr.sgml : 20200515
20200515160653
ACCESSION NUMBER: 0000905718-20-000457
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200515
DATE AS OF CHANGE: 20200515
EFFECTIVENESS DATE: 20200515
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: 20885062
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
03-31-2020
03-31-2020
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
05-15-2020
0
97
12542846
INFORMATION TABLE
2
infotable.xml
ADOBE INC
COM
00724F101
119340
375000
SH
SOLE
375000
0
0
ADTALEM GLOBAL ED INC
COM
00737L103
10716
400000
SH
Put
SOLE
400000
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
50393
540000
SH
Call
SOLE
540000
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
309372
3315173
SH
SOLE
3315173
0
0
ADYEN NV
COM
00BZIHM42
121568
143000
SH
SOLE
143000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
552630
2841577
SH
SOLE
2841577
0
0
AMAZON COM INC
COM
023135106
923383
473598
SH
SOLE
473598
0
0
ANALOG DEVICES INC
COM
032654105
94133
1050000
SH
SOLE
1050000
0
0
ANAPLAN INC
COM
03272L108
11801
390000
SH
Call
SOLE
390000
0
0
ANAPLAN INC
COM
03272L108
139196
4600000
SH
SOLE
4600000
0
0
AUTOZONE INC
COM
053332102
135360
160000
SH
Call
SOLE
160000
0
0
AUTOZONE INC
COM
053332102
532307
629204
SH
SOLE
629204
0
0
BED BATH & BEYOND INC
COM
075896100
5768
1370000
SH
Put
SOLE
1370000
0
0
BOOKING HLDGS INC
COM
09857L108
382283
284158
SH
SOLE
284158
0
0
BUCKLE INC
COM
118440106
4113
300000
SH
Put
SOLE
300000
0
0
CAMPING WORLD HLDGS INC
CL A
13462K109
2845
500000
SH
Put
SOLE
500000
0
0
CARMAX INC
COM
143130102
26915
500000
SH
Call
SOLE
500000
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
6585
500000
SH
Put
SOLE
500000
0
0
CARVANA CO
CL A
146869102
8264
150000
SH
Put
SOLE
150000
0
0
CIMPRESS PLC
SHS EURO
G2143T103
5320
100000
SH
Put
SOLE
100000
0
0
COPART INC
COM
217204106
324230
4731903
SH
SOLE
4731903
0
0
COSTAR GROUP INC
COM
22160N109
357558
608910
SH
SOLE
608910
0
0
CROCS INC
COM
227046109
28034
1650000
SH
SOLE
1650000
0
0
DARDEN RESTAURANTS INC
COM
237194105
175634
3225000
SH
SOLE
3225000
0
0
DECKERS OUTDOOR CORP
COM
243537107
90450
675000
SH
SOLE
675000
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
28530
1000000
SH
Put
SOLE
1000000
0
0
DILLARDS INC
CL A
254067101
7390
200000
SH
Put
SOLE
200000
0
0
DOLLAR GEN CORP NEW
COM
256677105
135909
900000
SH
SOLE
900000
0
0
DOLLAR TREE INC
COM
256746108
9184
125000
SH
SOLE
125000
0
0
DOMINOS PIZZA INC
COM
25754A201
210646
650000
SH
SOLE
650000
0
0
EQUIFAX INC
COM
294429105
95560
800000
SH
SOLE
800000
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
154180
2740000
SH
Call
SOLE
2740000
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
479687
8524732
SH
SOLE
8524732
0
0
FACEBOOK INC
CL A
30303M102
266880
1600000
SH
SOLE
1600000
0
0
FAIR ISAAC CORP
COM
303250104
296921
965000
SH
SOLE
965000
0
0
FERRARI N V
COM
N3167Y103
144748
948730
SH
SOLE
948730
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
584312
4803617
SH
SOLE
4803617
0
0
FISERV INC
COM
337738108
218477
2300000
SH
SOLE
2300000
0
0
FLEETCOR TECHNOLOGIES INC
COM
339041105
278079
1490720
SH
SOLE
1490720
0
0
GAMESTOP CORP NEW
CL A
36467W109
9800
2800000
SH
Put
SOLE
2800000
0
0
GARTNER INC
COM
366651107
110523
1110000
SH
SOLE
1110000
0
0
HANNON ARMSTRONG SUST INFR C
COM
41068X100
24492
1200000
SH
Put
SOLE
1200000
0
0
HEALTHCARE SVCS GROUP INC
COM
421906108
7173
300000
SH
Put
SOLE
300000
0
0
HOST HOTELS & RESORTS INC
COM
44107P104
16560
1500000
SH
Put
SOLE
1500000
0
0
HYATT HOTELS CORP
COM CL A
448579102
124540
2600000
SH
SOLE
2600000
0
0
IAA INC
COM
449253103
146055
4875000
SH
SOLE
4875000
0
0
IQVIA HLDGS INC
COM
46266C105
53930
500000
SH
SOLE
500000
0
0
IROBOT CORP
COM
462726100
72393
1770000
SH
Put
SOLE
1770000
0
0
IRON MTN INC NEW
COM
46284V101
13090
550000
SH
Put
SOLE
550000
0
0
JD COM INC
SPON ADR CL A
47215P106
174150
4300000
SH
SOLE
4300000
0
0
L BRANDS INC
COM
501797104
69360
6000000
SH
Call
SOLE
6000000
0
0
L BRANDS INC
COM
501797104
150280
13000000
SH
SOLE
13000000
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
324942
2570950
SH
SOLE
2570950
0
0
LAS VEGAS SANDS CORP
COM
517834107
316072
7442247
SH
SOLE
7442247
0
0
LAUDER ESTEE COS INC
CL A
518439104
87637
550000
SH
SOLE
550000
0
0
LAUREATE EDUCATION INC
CL A
518613203
6336
602864
SH
SOLE
602864
0
0
LIGAND PHARMACEUTICALS INC
COM NEW
53220K504
41341
568500
SH
Put
SOLE
568500
0
0
LUCKIN COFFEE INC
SPONSORED ADS
54951L109
5438
200000
SH
Call
SOLE
200000
0
0
LUCKIN COFFEE INC
SPONSORED ADS
54951L109
65256
2400000
SH
SOLE
2400000
0
0
LYFT INC
CL A COM
55087P104
24165
900000
SH
Put
SOLE
900000
0
0
MADISON SQUARE GARDEN CO NEW
CL A
55825T103
1091
5160
SH
SOLE
5160
0
0
MALLINCKRODT PUB LTD CO
SHS
G5785G107
9148
4620000
SH
Put
SOLE
4620000
0
0
MARRIOTT VACTINS WORLDWID CO
COM
57164Y107
16674
300000
SH
Put
SOLE
300000
0
0
MASTERCARD INC
CL A
57636Q104
144936
600000
SH
SOLE
600000
0
0
MEDIFAST INC
COM
58470H101
12500
200000
SH
Put
SOLE
200000
0
0
MICROSOFT CORP
COM
594918104
426805
2706264
SH
SOLE
2706264
0
0
MOLSON COORS BEVERAGE CO
CL B
60871R209
31988
820000
SH
Put
SOLE
820000
0
0
MYLAN NV
SHS EURO
N59465109
102134
6850000
SH
Put
SOLE
6850000
0
0
NATIONAL BEVERAGE CORP
COM
635017106
17060
400000
SH
Put
SOLE
400000
0
0
NETFLIX INC
COM
64110L106
262850
700000
SH
SOLE
700000
0
0
NEW ORIENTAL ED & TECH GRP I
SPON ADR
647581107
285602
2638604
SH
SOLE
2638604
0
0
NEWELL BRANDS INC
COM
651229106
6640
500000
SH
Put
SOLE
500000
0
0
PAYPAL HLDGS INC
COM
70450Y103
210628
2200000
SH
SOLE
2200000
0
0
PENNSYLVANIA RL ESTATE INVT
SH BEN INT
709102107
273
300000
SH
Put
SOLE
300000
0
0
PUBLIC STORAGE
COM
74460D109
41708
210000
SH
Put
SOLE
210000
0
0
PUMA SE
COM
005064722
26406
440000
SH
SOLE
440000
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
28021
700000
SH
SOLE
700000
0
0
ROYAL CARIBBEAN CRUISES LTD
COM
V7780T103
21876
680000
SH
Put
SOLE
680000
0
0
SALESFORCE COM INC
COM
79466L302
331203
2300337
SH
SOLE
2300337
0
0
SERVICENOW INC
COM
81762P102
252057
879535
SH
SOLE
879535
0
0
SMILEDIRECTCLUB INC
CL A COM
83192H106
4670
1000000
SH
SOLE
1000000
0
0
STITCH FIX INC
COM CL A
860897107
6350
500000
SH
Put
SOLE
500000
0
0
TABULA RASA HEALTHCARE INC
COM
873379101
13595
260000
SH
Put
SOLE
260000
0
0
TAILORED BRANDS INC
COM
87403A107
870
500000
SH
Put
SOLE
500000
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
401237
3382830
SH
SOLE
3382830
0
0
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADS
881624209
30712
3420000
SH
Put
SOLE
3420000
0
0
THOR INDS INC
COM
885160101
11389
270000
SH
Put
SOLE
270000
0
0
ULTA BEAUTY INC
COM
90384S303
17570
100000
SH
SOLE
100000
0
0
UNITED AIRLS HLDGS INC
COM
910047109
15775
500000
SH
Put
SOLE
500000
0
0
VERISIGN INC
COM
92343E102
171086
950000
SH
SOLE
950000
0
0
VISA INC
COM CL A
92826C839
169176
1050000
SH
SOLE
1050000
0
0
WASHINGTON PRIME GROUP NEW
COM
93964W108
242
300000
SH
Put
SOLE
300000
0
0
WAYFAIR INC
CL A
94419L101
21910
410000
SH
Put
SOLE
410000
0
0
WENDYS CO
COM
95058W100
81840
5500000
SH
SOLE
5500000
0
0
WHIRLPOOL CORP
COM
963320106
35178
410000
SH
Put
SOLE
410000
0
0
WYNN RESORTS LTD
COM
983134107
97735
1623768
SH
SOLE
1623768
0
0
YUM BRANDS INC
COM
988498101
61677
900000
SH
SOLE
900000
0
0