0001172661-19-000779.txt : 20190214
0001172661-19-000779.hdr.sgml : 20190214
20190214143940
ACCESSION NUMBER: 0001172661-19-000779
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190214
DATE AS OF CHANGE: 20190214
EFFECTIVENESS DATE: 20190214
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: 19604802
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
12-31-2018
12-31-2018
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
02-14-2019
0
82
7350782
INFORMATION TABLE
2
infotable.xml
ADOBE INC
COM
00724F101
120133
531000
SH
Call
SOLE
531000
0
0
ADOBE INC
COM
00724F101
352918
1559928
SH
SOLE
1559928
0
0
ALIGN TECHNOLOGY INC
COM
016255101
183506
876215
SH
SOLE
876215
0
0
ALPHABET INC
CAP STK CL A
02079K305
57473
55000
SH
SOLE
55000
0
0
AMAZON COM INC
COM
023135106
299101
199139
SH
SOLE
199139
0
0
APTIV PLC
SHS
G6095L109
38481
625000
SH
SOLE
625000
0
0
ASCENA RETAIL GROUP INC
COM
04351G101
4518
1800000
SH
Put
SOLE
1800000
0
0
AUTODESK INC
COM
052769106
99673
775000
SH
SOLE
775000
0
0
BEST BUY INC
COM
086516101
65697
1240500
SH
Put
SOLE
1240500
0
0
BUCKLE INC
COM
118440106
2901
150000
SH
Put
SOLE
150000
0
0
CARDTRONICS PLC
SHS CL A
G1991C105
16900
650000
SH
Put
SOLE
650000
0
0
CARVANA CO
CL A
146869102
13084
400000
SH
Call
SOLE
400000
0
0
CARVANA CO
CL A
146869102
55607
1700000
SH
SOLE
1700000
0
0
CBL & ASSOC PPTYS INC
COM
124830100
1920
1000000
SH
Put
SOLE
1000000
0
0
CENTURYLINK INC
COM
156700106
12529
827000
SH
Put
SOLE
827000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
437688
2721601
SH
SOLE
2721601
0
0
COOPER COS INC
COM NEW
216648402
63625
250000
SH
SOLE
250000
0
0
DARDEN RESTAURANTS INC
COM
237194105
82385
825000
SH
SOLE
825000
0
0
DECKERS OUTDOOR CORP
COM
243537107
22046
172300
SH
Put
SOLE
172300
0
0
DEERE & CO
COM
244199105
277253
1858638
SH
SOLE
1858638
0
0
DEERE & CO
COM
244199105
39605
265500
SH
Call
SOLE
265500
0
0
DOMINOS PIZZA INC
COM
25754A201
18599
75000
SH
SOLE
75000
0
0
EAGLE MATERIALS INC
COM
26969P108
3052
50000
SH
Call
SOLE
50000
0
0
ELECTRONIC ARTS INC
COM
285512109
256664
3252616
SH
SOLE
3252616
0
0
FERRARI N V
COM
N3167Y103
198025
1991398
SH
SOLE
1991398
0
0
FERRARI N V
COM
N3167Y103
26401
265500
SH
Call
SOLE
265500
0
0
FIRST DATA CORP NEW
COM CL A
32008D106
224497
13275983
SH
SOLE
13275983
0
0
FIRST DATA CORP NEW
COM CL A
32008D106
67349
3982800
SH
Call
SOLE
3982800
0
0
FOSSIL GROUP INC
COM
34988V106
23850
1516200
SH
Put
SOLE
1516200
0
0
GAMESTOP CORP NEW
CL A
36467W109
17395
1378400
SH
Put
SOLE
1378400
0
0
GARTNER INC
COM
366651107
83096
650000
SH
SOLE
650000
0
0
GOPRO INC
CL A
38268T103
29680
7000000
SH
Put
SOLE
7000000
0
0
HANNON ARMSTRONG SUST INFR C
COM
41068X100
2858
150000
SH
Put
SOLE
150000
0
0
HD SUPPLY HLDGS INC
COM
40416M105
46900
1250000
SH
SOLE
1250000
0
0
HIBBETT SPORTS INC
COM
428567101
10010
700000
SH
SOLE
700000
0
0
HIBBETT SPORTS INC
COM
428567101
22880
1600000
SH
Put
SOLE
1600000
0
0
IAC INTERACTIVECORP
COM
44919P508
61318
335000
SH
SOLE
335000
0
0
IQVIA HLDGS INC
COM
46266C105
246763
2124158
SH
SOLE
2124158
0
0
IQVIA HLDGS INC
COM
46266C105
15427
132800
SH
Call
SOLE
132800
0
0
IRON MTN INC NEW
COM
46284V101
22337
689200
SH
Put
SOLE
689200
0
0
KAR AUCTION SVCS INC
COM
48238T109
14316
300000
SH
Put
SOLE
300000
0
0
L BRANDS INC
COM
501797104
38505
1500000
SH
SOLE
1500000
0
0
LAS VEGAS SANDS CORP
COM
517834107
248765
4779355
SH
SOLE
4779355
0
0
LAS VEGAS SANDS CORP
COM
517834107
103652
1991400
SH
Call
SOLE
1991400
0
0
LAUREATE EDUCATION INC
CL A
518613203
88392
5800000
SH
SOLE
5800000
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
269235
1427168
SH
SOLE
1427168
0
0
NETFLIX INC
COM
64110L106
266509
995699
SH
SOLE
995699
0
0
NETFLIX INC
COM
64110L106
71064
265500
SH
Call
SOLE
265500
0
0
NEW ORIENTAL ED & TECH GRP I
SPON ADR
647581107
43848
800000
SH
SOLE
800000
0
0
NIKE INC
CL B
654106103
59312
800000
SH
Call
SOLE
800000
0
0
NIKE INC
CL B
654106103
77847
1050000
SH
SOLE
1050000
0
0
NORDSTROM INC
COM
655664100
19273
413500
SH
Put
SOLE
413500
0
0
PAGSEGURO DIGITAL LTD
COM CL A
G68707101
9365
500000
SH
Call
SOLE
500000
0
0
PAGSEGURO DIGITAL LTD
COM CL A
G68707101
322974
17243691
SH
SOLE
17243691
0
0
PATTERN ENERGY GROUP INC
CL A
70338P100
52136
2800000
SH
Put
SOLE
2800000
0
0
PAYPAL HLDGS INC
COM
70450Y103
318168
3783655
SH
SOLE
3783655
0
0
PERRIGO CO PLC
SHS
G97822103
10680
275600
SH
Put
SOLE
275600
0
0
PLANET FITNESS INC
CL A
72703H101
28151
525000
SH
SOLE
525000
0
0
PUBLIC STORAGE
COM
74460D109
83717
413600
SH
Put
SOLE
413600
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
159693
3053400
SH
Call
SOLE
3053400
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
173583
3318996
SH
SOLE
3318996
0
0
ROSS STORES INC
COM
778296103
57341
689200
SH
Put
SOLE
689200
0
0
ROYAL CARIBBEAN CRUISES LTD
COM
V7780T103
46450
475000
SH
SOLE
475000
0
0
SERITAGE GROWTH PPTYS
CL A
81752R100
6466
200000
SH
SOLE
200000
0
0
SERITAGE GROWTH PPTYS
CL A
81752R100
6466
200000
SH
Put
SOLE
200000
0
0
SERVICENOW INC
COM
81762P102
111281
625000
SH
SOLE
625000
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
26271
826900
SH
Put
SOLE
826900
0
0
SLEEP NUMBER CORP
COM
83125X103
31730
1000000
SH
Put
SOLE
1000000
0
0
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
119175
1050000
SH
SOLE
1050000
0
0
TANGER FACTORY OUTLET CTRS I
COM
875465106
53971
2669200
SH
Put
SOLE
2669200
0
0
TREEHOUSE FOODS INC
COM
89469A104
75279
1484500
SH
Put
SOLE
1484500
0
0
TURTLE BEACH CORP
COM NEW
900450206
1712
120000
SH
SOLE
120000
0
0
TURTLE BEACH CORP
COM NEW
900450206
4281
300000
SH
Put
SOLE
300000
0
0
UNITED NAT FOODS INC
COM
911163103
10590
1000000
SH
Put
SOLE
1000000
0
0
VISA INC
COM CL A
92826C839
151731
1150000
SH
SOLE
1150000
0
0
WILLIAMS SONOMA INC
COM
969904101
48679
964900
SH
Put
SOLE
964900
0
0
WOLVERINE WORLD WIDE INC
COM
978097103
12756
400000
SH
Put
SOLE
400000
0
0
WORKDAY INC
CL A
98138H101
51896
325000
SH
SOLE
325000
0
0
WORLDPAY INC
CL A
981558109
74519
975000
SH
SOLE
975000
0
0
WYNN RESORTS LTD
COM
983134107
223232
2256919
SH
SOLE
2256919
0
0
WYNN RESORTS LTD
COM
983134107
98475
995600
SH
Call
SOLE
995600
0
0
YUM BRANDS INC
COM
988498101
55152
600000
SH
SOLE
600000
0
0