0000905718-21-000700.txt : 20210517 0000905718-21-000700.hdr.sgml : 20210517 20210517160609 ACCESSION NUMBER: 0000905718-21-000700 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210517 EFFECTIVENESS DATE: 20210517 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: 21930430 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 03-31-2021 03-31-2021 false Melvin Capital Management LP
535 Madison Avenue - 22nd Floor New York NY 10022
13F HOLDINGS REPORT 028-16643 N
Robert Rasamny Head of Legal and Chief Compliance Officer 212-339-3902 /s/ Robert Rasamny New York NY 05-17-2021 0 82 17503497
INFORMATION TABLE 2 infotable.xml ACTIVISION BLIZZARD INC COM 00507V109 23250 250000 SH SOLE 250000 0 0 ACTIVISION BLIZZARD INC COM 00507V109 186000 2000000 SH Call SOLE 2000000 0 0 ACV AUCTIONS INC COM CL A 00091G104 24227 700000 SH SOLE 700000 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 233950 1275000 SH SOLE 1275000 0 0 ALASKA AIR GROUP INC COM 011659109 71494 1033000 SH SOLE 1033000 0 0 ALIGN TECHNOLOGY INC COM 016255101 203074 375000 SH SOLE 375000 0 0 ALPHABET INC CAP STK CL A 02079K305 674444 327000 SH SOLE 327000 0 0 AMAZON COM INC COM 023135106 386760 125000 SH SOLE 125000 0 0 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 61404 2100000 SH SOLE 2100000 0 0 ATLASSIAN CORP PLC CL A G06242104 168608 800000 SH Call SOLE 800000 0 0 ATLASSIAN CORP PLC CL A G06242104 295064 1400000 SH SOLE 1400000 0 0 AUTODESK INC COM 052769106 291008 1050000 SH SOLE 1050000 0 0 BILL COM HLDGS INC COM 090043100 225525 1550000 SH SOLE 1550000 0 0 BOOKING HOLDINGS INC COM 09857L108 326178 140000 SH SOLE 140000 0 0 BOYD GAMING CORP COM 103304101 76648 1300000 SH SOLE 1300000 0 0 COTY INC COM CL A 222070203 31535 3500000 SH SOLE 3500000 0 0 COUPA SOFTWARE INC COM 22266L106 31810 125000 SH SOLE 125000 0 0 CRACKER BARREL OLD CTRY STOR COM 22410J106 73496 425130 SH SOLE 425130 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 54753 300000 SH Call SOLE 300000 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 219012 1200000 SH SOLE 1200000 0 0 DARDEN RESTAURANTS INC COM 237194105 117150 825000 SH SOLE 825000 0 0 DECKERS OUTDOOR CORP COM 243537107 90866 275000 SH SOLE 275000 0 0 EXPEDIA GROUP INC COM NEW 30212P303 877812 5100000 SH SOLE 5100000 0 0 FACEBOOK INC CL A 30303M102 235624 800000 SH Call SOLE 800000 0 0 FACEBOOK INC CL A 30303M102 353436 1200000 SH SOLE 1200000 0 0 FAIR ISAAC CORP COM 303250104 170118 350000 SH Call SOLE 350000 0 0 FAIR ISAAC CORP COM 303250104 566248 1165000 SH SOLE 1165000 0 0 FERRARI N V COM N3167Y103 214512 1025000 SH SOLE 1025000 0 0 GAP INC COM 364760108 53604 1800000 SH SOLE 1800000 0 0 GARTNER INC COM 366651107 232751 1275000 SH SOLE 1275000 0 0 GRAINGER W W INC COM 384802104 68911 171878 SH SOLE 171878 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 302300 2500000 SH SOLE 2500000 0 0 HYATT HOTELS CORP COM CL A 448579102 287383 3475000 SH SOLE 3475000 0 0 IAA INC COM 449253103 82710 1500000 SH Call SOLE 1500000 0 0 IAA INC COM 449253103 341868 6200000 SH SOLE 6200000 0 0 IAC INTERACTIVECORP NEW COM 44891N109 43262 200000 SH Call SOLE 200000 0 0 IAC INTERACTIVECORP NEW COM 44891N109 328791 1520000 SH SOLE 1520000 0 0 L BRANDS INC COM 501797104 86604 1400000 SH Call SOLE 1400000 0 0 L BRANDS INC COM 501797104 493334 7975000 SH SOLE 7975000 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 382545 1500000 SH SOLE 1500000 0 0 LAS VEGAS SANDS CORP COM 517834107 30380 500000 SH Call SOLE 500000 0 0 LAS VEGAS SANDS CORP COM 517834107 334180 5500000 SH SOLE 5500000 0 0 LAUREATE EDUCATION INC CL A 518613203 8193 602864 SH SOLE 602864 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 67720 800000 SH SOLE 800000 0 0 MARRIOTT VACTINS WORLDWID CO COM 57164Y107 87090 500000 SH SOLE 500000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 356050 1000000 SH Call SOLE 1000000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 712100 2000000 SH SOLE 2000000 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 19910 1000000 SH Call SOLE 1000000 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 73667 3700000 SH SOLE 3700000 0 0 MICRON TECHNOLOGY INC COM 595112103 44105 500000 SH Call SOLE 500000 0 0 MICRON TECHNOLOGY INC COM 595112103 110263 1250000 SH SOLE 1250000 0 0 NETEASE INC SPONSORED ADS 64110W102 82608 800000 SH Call SOLE 800000 0 0 NETEASE INC SPONSORED ADS 64110W102 258150 2500000 SH SOLE 2500000 0 0 NETFLIX INC COM 64110L106 208664 400000 SH Call SOLE 400000 0 0 NETFLIX INC COM 64110L106 365162 700000 SH SOLE 700000 0 0 NIKE INC CL B 654106103 132890 1000000 SH SOLE 1000000 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 152740 3500000 SH Call SOLE 3500000 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 353484 8100000 SH SOLE 8100000 0 0 PAGSEGURO DIGITAL LTD COM CL A G68707101 125010 2700000 SH Call SOLE 2700000 0 0 PAGSEGURO DIGITAL LTD COM CL A G68707101 287060 6200000 SH SOLE 6200000 0 0 PINTEREST INC CL A 72352L106 148060 2000000 SH Call SOLE 2000000 0 0 PINTEREST INC CL A 72352L106 310926 4200000 SH SOLE 4200000 0 0 PVH CORPORATION COM 693656100 31710 300000 SH SOLE 300000 0 0 SEAWORLD ENTMT INC COM 81282V100 89406 1800000 SH SOLE 1800000 0 0 SERVICENOW INC COM 81762P102 150033 300000 SH SOLE 300000 0 0 SIGNET JEWELERS LIMITED SHS G81276100 104364 1800000 SH SOLE 1800000 0 0 SNOWFLAKE INC CL A 833445109 349652 1525000 SH SOLE 1525000 0 0 STARBUCKS CORP COM 855244109 240394 2200000 SH Call SOLE 2200000 0 0 STARBUCKS CORP COM 855244109 273175 2500000 SH SOLE 2500000 0 0 TAPESTRY INC COM 876030107 86541 2100000 SH SOLE 2100000 0 0 TEMPUR SEALY INTL INC COM 88023U101 90486 2475000 SH SOLE 2475000 0 0 TEXAS ROADHOUSE INC COM 882681109 28782 300000 SH Call SOLE 300000 0 0 TEXAS ROADHOUSE INC COM 882681109 255776 2666000 SH SOLE 2666000 0 0 TWILIO INC CL A 90138F102 42595 125000 SH SOLE 125000 0 0 UBER TECHNOLOGIES INC COM 90353T100 305256 5600000 SH SOLE 5600000 0 0 UBER TECHNOLOGIES INC COM 90353T100 354315 6500000 SH Call SOLE 6500000 0 0 US FOODS HLDG CORP COM 912008109 95300 2500000 SH Call SOLE 2500000 0 0 US FOODS HLDG CORP COM 912008109 261122 6850000 SH SOLE 6850000 0 0 VISA INC COM CL A 92826C839 635190 3000000 SH Call SOLE 3000000 0 0 VISA INC COM CL A 92826C839 698709 3300000 SH SOLE 3300000 0 0 WW INTL INC COM 98262P101 75854 2425000 SH SOLE 2425000 0 0 WYNN RESORTS LTD COM 983134107 78356 625000 SH SOLE 625000 0 0