0001172661-18-000556.txt : 20180214
0001172661-18-000556.hdr.sgml : 20180214
20180214074856
ACCESSION NUMBER: 0001172661-18-000556
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180214
DATE AS OF CHANGE: 20180214
EFFECTIVENESS DATE: 20180214
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: 18607150
BUSINESS ADDRESS:
STREET 1: 527 MADISON AVENUE - 25TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 212-373-1270
MAIL ADDRESS:
STREET 1: 527 MADISON AVENUE - 25TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001628110
XXXXXXXX
12-31-2017
12-31-2017
false
Melvin Capital Management LP
527 Madison Avenue - 25th Floor
New York
NY
10022
13F HOLDINGS REPORT
028-16643
N
Evan Cohen
Chief Compliance Officer
212-373-1275
/s/ Evan Cohen
New York
NY
02-14-2018
0
101
10545345
INFORMATION TABLE
2
infotable.xml
ADOBE SYS INC
COM
00724F101
52572
300000
SH
SOLE
300000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
160138
928714
SH
SOLE
928714
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
128115
743000
SH
Call
SOLE
743000
0
0
ALIGN TECHNOLOGY INC
COM
016255101
36661
165000
SH
SOLE
165000
0
0
ALIGN TECHNOLOGY INC
COM
016255101
22219
100000
SH
Call
SOLE
100000
0
0
ALPHABET INC
CAP STK CL A
02079K305
156530
148595
SH
SOLE
148595
0
0
AMAZON COM INC
COM
023135106
330176
282330
SH
SOLE
282330
0
0
ANGI HOMESERVICES INC
COM CL A
00183L102
18305
1750000
SH
SOLE
1750000
0
0
AUTODESK INC
COM
052769106
144088
1374489
SH
SOLE
1374489
0
0
AUTODESK INC
COM
052769106
171345
1634500
SH
Call
SOLE
1634500
0
0
BIG LOTS INC
COM
089302103
17305
308200
SH
Put
SOLE
308200
0
0
BLACK KNIGHT INC
COM
09215C105
37528
850000
SH
SOLE
850000
0
0
BRUNSWICK CORP
COM
117043109
45557
825000
SH
SOLE
825000
0
0
BUCKLE INC
COM
118440106
4750
200000
SH
Put
SOLE
200000
0
0
CARMAX INC
COM
143130102
20842
325000
SH
SOLE
325000
0
0
CARVANA CO
CL A
146869102
11778
616000
SH
SOLE
616000
0
0
CASEYS GEN STORES INC
COM
147528103
19590
175000
SH
SOLE
175000
0
0
CBL & ASSOC PPTYS INC
COM
124830100
7924
1400000
SH
Put
SOLE
1400000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
322657
1411635
SH
SOLE
1411635
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
1460471
6389600
SH
Call
SOLE
6389600
0
0
COSTAR GROUP INC
COM
22160N109
89085
300000
SH
SOLE
300000
0
0
COSTAR GROUP INC
COM
22160N109
14848
50000
SH
Call
SOLE
50000
0
0
DARDEN RESTAURANTS INC
COM
237194105
57612
600000
SH
SOLE
600000
0
0
DEERE & CO
COM
244199105
255821
1634534
SH
SOLE
1634534
0
0
DISCOVERY COMMUNICATNS NEW
COM SER A
25470F104
34483
1540800
SH
Put
SOLE
1540800
0
0
DOLLAR TREE INC
COM
256746108
47839
445800
SH
Call
SOLE
445800
0
0
DOLLAR TREE INC
COM
256746108
121279
1130173
SH
SOLE
1130173
0
0
DOMINOS PIZZA INC
COM
25754A201
28344
150000
SH
Call
SOLE
150000
0
0
ELECTRONIC ARTS INC
COM
285512109
569617
5421822
SH
SOLE
5421822
0
0
ELECTRONIC ARTS INC
COM
285512109
977447
9303700
SH
Call
SOLE
9303700
0
0
FACEBOOK INC
CL A
30303M102
176991
1003007
SH
SOLE
1003007
0
0
FACEBOOK INC
CL A
30303M102
471978
2674700
SH
Call
SOLE
2674700
0
0
FASTENAL CO
COM
311900104
43752
800000
SH
SOLE
800000
0
0
FASTENAL CO
COM
311900104
32814
600000
SH
Call
SOLE
600000
0
0
FIRST DATA CORP NEW
COM CL A
32008D106
50130
3000000
SH
SOLE
3000000
0
0
FLEETCOR TECHNOLOGIES INC
COM
339041105
142970
742969
SH
SOLE
742969
0
0
GAMESTOP CORP NEW
CL A
36467W109
17979
1001600
SH
Put
SOLE
1001600
0
0
GENERAL MLS INC
COM
370334104
36540
616300
SH
Put
SOLE
616300
0
0
GILDAN ACTIVEWEAR INC
COM
375916103
4977
154100
SH
Put
SOLE
154100
0
0
GNC HLDGS INC
COM CL A
36191G107
2675
725000
SH
SOLE
725000
0
0
GOPRO INC
CL A
38268T103
1292
170687
SH
SOLE
170687
0
0
GOPRO INC
CL A
38268T103
23329
3081800
SH
Put
SOLE
3081800
0
0
HANESBRANDS INC
COM
410345102
51549
2465300
SH
Put
SOLE
2465300
0
0
HANNON ARMSTRONG SUST INFR C
COM
41068X100
14436
600000
SH
Put
SOLE
600000
0
0
HARLEY DAVIDSON INC
COM
412822108
62715
1232600
SH
Put
SOLE
1232600
0
0
HD SUPPLY HLDGS INC
COM
40416M105
100075
2500000
SH
SOLE
2500000
0
0
HILTON WORLDWIDE HLDGS INC
COM
43300A203
103818
1300000
SH
SOLE
1300000
0
0
HYATT HOTELS CORP
COM CL A
448579102
110303
1499900
SH
SOLE
1499900
0
0
IAC INTERACTIVECORP
COM
44919P508
39741
325000
SH
SOLE
325000
0
0
KELLOGG CO
COM
487836108
31420
462200
SH
Put
SOLE
462200
0
0
KROGER CO
COM
501044101
38345
1396900
SH
Put
SOLE
1396900
0
0
LAUREATE EDUCATION INC
CL A
518613203
69834
5150000
SH
SOLE
5150000
0
0
MACYS INC
COM
55616P104
27167
1078500
SH
Put
SOLE
1078500
0
0
MASCO CORP
COM
574599106
43940
1000000
SH
SOLE
1000000
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
191175
1263046
SH
SOLE
1263046
0
0
MERCADOLIBRE INC
COM
58733R102
23600
75000
SH
SOLE
75000
0
0
MGM RESORTS INTERNATIONAL
COM
552953101
83475
2500000
SH
SOLE
2500000
0
0
MICROSOFT CORP
COM
594918104
127107
1485934
SH
SOLE
1485934
0
0
MICROSOFT CORP
COM
594918104
76267
891600
SH
Call
SOLE
891600
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
41139
650000
SH
SOLE
650000
0
0
NEW ORIENTAL ED & TECH GRP I
SPON ADR
647581107
265390
2823300
SH
Call
SOLE
2823300
0
0
NEW ORIENTAL ED & TECH GRP I
SPON ADR
647581107
218631
2325858
SH
SOLE
2325858
0
0
PATTERN ENERGY GROUP INC
CL A
70338P100
12894
600000
SH
Put
SOLE
600000
0
0
PAYPAL HLDGS INC
COM
70450Y103
43760
594400
SH
Call
SOLE
594400
0
0
PAYPAL HLDGS INC
COM
70450Y103
164092
2228901
SH
SOLE
2228901
0
0
PENNEY J C INC
COM
708160106
12904
4083610
SH
SOLE
4083610
0
0
PENNEY J C INC
COM
708160106
3160
1000000
SH
Put
SOLE
1000000
0
0
PUBLIC STORAGE
COM
74460D109
64414
308200
SH
Put
SOLE
308200
0
0
RENT A CTR INC NEW
COM
76009N100
76965
6933800
SH
Put
SOLE
6933800
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
49184
800000
SH
SOLE
800000
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
18444
300000
SH
Call
SOLE
300000
0
0
RH
COM
74967X103
2083
24162
SH
SOLE
24162
0
0
ROYAL CARIBBEAN CRUISES LTD
COM
V7780T103
42344
355000
SH
SOLE
355000
0
0
SALESFORCE COM INC
COM
79466L302
45574
445800
SH
Call
SOLE
445800
0
0
SALESFORCE COM INC
COM
79466L302
144312
1411638
SH
SOLE
1411638
0
0
SERVICENOW INC
COM
81762P102
71715
550000
SH
SOLE
550000
0
0
SHERWIN WILLIAMS CO
COM
824348106
47155
115000
SH
SOLE
115000
0
0
SHIRE PLC
SPONSORED ADR
82481R106
95600
616300
SH
Put
SOLE
616300
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
74064
1309700
SH
Put
SOLE
1309700
0
0
SUMMIT MATLS INC
CL A
86614U100
40872
1300000
SH
SOLE
1300000
0
0
SUMMIT MATLS INC
CL A
86614U100
9432
300000
SH
Call
SOLE
300000
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
87824
800000
SH
SOLE
800000
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
21956
200000
SH
Call
SOLE
200000
0
0
TANGER FACTORY OUTLET CTRS I
COM
875465106
40849
1540900
SH
Put
SOLE
1540900
0
0
TARGET CORP
COM
87612E106
20110
308200
SH
Put
SOLE
308200
0
0
THOR INDS INC
COM
885160101
109272
725000
SH
SOLE
725000
0
0
THOR INDS INC
COM
885160101
30144
200000
SH
Call
SOLE
200000
0
0
TWITTER INC
COM
90184L102
84035
3500000
SH
SOLE
3500000
0
0
V F CORP
COM
918204108
22807
308200
SH
Put
SOLE
308200
0
0
VISA INC
COM CL A
92826C839
135547
1188800
SH
Call
SOLE
1188800
0
0
VISA INC
COM CL A
92826C839
118598
1040154
SH
SOLE
1040154
0
0
VISTA OUTDOOR INC
COM
928377100
2914
200000
SH
Put
SOLE
200000
0
0
VULCAN MATLS CO
COM
929160109
60976
475000
SH
SOLE
475000
0
0
WEIBO CORP
SPONSORED ADR
948596101
25865
250000
SH
SOLE
250000
0
0
WEIGHT WATCHERS INTL INC NEW
COM
948626106
22140
500000
SH
Call
SOLE
500000
0
0
WENDYS CO
COM
95058W100
57470
3500000
SH
SOLE
3500000
0
0
WENDYS CO
COM
95058W100
41050
2500000
SH
Call
SOLE
2500000
0
0
WYNDHAM WORLDWIDE CORP
COM
98310W108
241045
2080308
SH
SOLE
2080308
0
0
WYNDHAM WORLDWIDE CORP
COM
98310W108
68873
594400
SH
Call
SOLE
594400
0
0
WYNN RESORTS LTD
COM
983134107
169097
1003009
SH
SOLE
1003009
0
0
YANDEX N V
SHS CLASS A
N97284108
75325
2300000
SH
SOLE
2300000
0
0