0001172661-19-001771.txt : 20190814
0001172661-19-001771.hdr.sgml : 20190814
20190814092741
ACCESSION NUMBER: 0001172661-19-001771
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190814
DATE AS OF CHANGE: 20190814
EFFECTIVENESS DATE: 20190814
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: 191023281
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
true
false
0001628110
XXXXXXXX
06-30-2019
06-30-2019
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 holding. 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
08-14-2019
0
82
9777413
INFORMATION TABLE
2
infotable.xml
ADOBE INC
COM
00724F101
275804
936040
SH
SOLE
936040
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
247347
1604690
SH
SOLE
1604690
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
61656
400000
SH
Call
SOLE
400000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
441861
2607619
SH
SOLE
2607619
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
159283
940000
SH
Call
SOLE
940000
0
0
ALIGN TECHNOLOGY INC
COM
016255101
68425
250000
SH
SOLE
250000
0
0
AMAZON COM INC
COM
023135106
886285
468035
SH
SOLE
468035
0
0
ANAPLAN INC
COM
03272L108
175476
3476839
SH
SOLE
3476839
0
0
ARMSTRONG WORLD INDS INC NEW
COM
04247X102
24786
255000
SH
SOLE
255000
0
0
BOOKING HLDGS INC
COM
09857L108
65615
35000
SH
SOLE
35000
0
0
CAL MAINE FOODS INC
COM NEW
128030202
8344
200000
SH
Put
SOLE
200000
0
0
CARVANA CO
CL A
146869102
81367
1300000
SH
SOLE
1300000
0
0
CBL & ASSOC PPTYS INC
COM
124830100
1040
1000000
SH
Put
SOLE
1000000
0
0
CHEWY INC
CL A
16679L109
49000
1400000
SH
SOLE
1400000
0
0
COOPER COS INC
COM NEW
216648402
33689
100000
SH
SOLE
100000
0
0
COSTAR GROUP INC
COM
22160N109
171759
310000
SH
SOLE
310000
0
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
13658
200000
SH
SOLE
200000
0
0
DOMINOS PIZZA INC
COM
25754A201
104355
375000
SH
SOLE
375000
0
0
ETSY INC
COM
29786A106
61370
1000000
SH
SOLE
1000000
0
0
FACEBOOK INC
CL A
30303M102
86850
450000
SH
SOLE
450000
0
0
FERRARI N V
COM
N3167Y103
281977
1746850
SH
SOLE
1746850
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
73826
601777
SH
SOLE
601777
0
0
FIRST DATA CORP NEW
COM CL A
32008D106
180996
6686228
SH
SOLE
6686228
0
0
FOOT LOCKER INC
COM
344849104
22637
540000
SH
Put
SOLE
540000
0
0
GAMESTOP CORP NEW
CL A
36467W109
9846
1800000
SH
Put
SOLE
1800000
0
0
GAP INC
COM
364760108
19767
1100000
SH
Put
SOLE
1100000
0
0
GARTNER INC
COM
366651107
88517
550000
SH
SOLE
550000
0
0
HASBRO INC
COM
418056107
100396
950000
SH
Put
SOLE
950000
0
0
HERTZ GLOBAL HLDGS INC
COM
42806J106
39102
2450000
SH
SOLE
2450000
0
0
HERTZ GLOBAL HLDGS INC
RIGHT 07/12/2019
42806J114
4778
2450000
SH
SOLE
2450000
0
0
HYATT HOTELS CORP
COM CL A
448579102
22839
300000
SH
SOLE
300000
0
0
IAA INC
COM
449253103
19390
500000
SH
SOLE
500000
0
0
IQVIA HLDGS INC
COM
46266C105
160900
1000000
SH
SOLE
1000000
0
0
KOHLS CORP
COM
500255104
45173
950000
SH
Put
SOLE
950000
0
0
KROGER CO
COM
501044101
58834
2710000
SH
Put
SOLE
2710000
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
133998
775000
SH
SOLE
775000
0
0
LAS VEGAS SANDS CORP
COM
517834107
458304
7756025
SH
SOLE
7756025
0
0
LAS VEGAS SANDS CORP
COM
517834107
118771
2010000
SH
Call
SOLE
2010000
0
0
LAUDER ESTEE COS INC
CL A
518439104
123599
675000
SH
SOLE
675000
0
0
LAUREATE EDUCATION INC
CL A
518613203
23565
1500000
SH
Call
SOLE
1500000
0
0
LAUREATE EDUCATION INC
CL A
518613203
115469
7350000
SH
SOLE
7350000
0
0
LENNAR CORP
CL A
526057104
72690
1500000
SH
SOLE
1500000
0
0
LUCKIN COFFEE INC
SPONSORED ADS
54951L109
51649
2650000
SH
SOLE
2650000
0
0
LULULEMON ATHLETICA INC
COM
550021109
139663
775000
SH
SOLE
775000
0
0
LUMBER LIQUIDATORS HLDGS INC
COM
55003T107
18480
1600000
SH
Put
SOLE
1600000
0
0
MACERICH CO
COM
554382101
13731
410000
SH
Put
SOLE
410000
0
0
MALLINCKRODT PUB LTD CO
SHS
G5785G107
52510
5720000
SH
Put
SOLE
5720000
0
0
MASTERCARD INC
CL A
57636Q104
336055
1270384
SH
SOLE
1270384
0
0
MCDONALDS CORP
COM
580135101
263808
1270383
SH
SOLE
1270383
0
0
NATIONAL BEVERAGE CORP
COM
635017106
20084
450000
SH
Put
SOLE
450000
0
0
NETFLIX INC
COM
64110L106
257884
702070
SH
SOLE
702070
0
0
NETFLIX INC
COM
64110L106
393032
1070000
SH
Call
SOLE
1070000
0
0
NEW ORIENTAL ED & TECH GRP I
SPON ADR
647581107
82093
850000
SH
SOLE
850000
0
0
ORACLE CORP
COM
68389X105
76910
1350000
SH
Put
SOLE
1350000
0
0
PAGSEGURO DIGITAL LTD
COM CL A
G68707101
368747
9462327
SH
SOLE
9462327
0
0
PAGSEGURO DIGITAL LTD
COM CL A
G68707101
15588
400000
SH
Call
SOLE
400000
0
0
PAPA JOHNS INTL INC
COM
698813102
79154
1770000
SH
Put
SOLE
1770000
0
0
PAYPAL HLDGS INC
COM
70450Y103
60092
525000
SH
SOLE
525000
0
0
PUMA SE
COM
005064722
98018
1470000
SH
SOLE
1470000
0
0
QURATE RETAIL INC
COM SER A
74915M100
42126
3400000
SH
Put
SOLE
3400000
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
125172
1800000
SH
SOLE
1800000
0
0
SALESFORCE COM INC
COM
79466L302
172465
1136659
SH
SOLE
1136659
0
0
SALESFORCE COM INC
COM
79466L302
244285
1610000
SH
Call
SOLE
1610000
0
0
SERVICENOW INC
COM
81762P102
376347
1370677
SH
SOLE
1370677
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
3576
200000
SH
Put
SOLE
200000
0
0
SLACK TECHNOLOGIES INC
COM CL A
83088V102
48750
1300000
SH
SOLE
1300000
0
0
SYSCO CORP
COM
871829107
28288
400000
SH
SOLE
400000
0
0
TAILORED BRANDS INC
COM
87403A107
3462
600000
SH
Put
SOLE
600000
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
113530
1000000
SH
SOLE
1000000
0
0
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADS
881624209
40151
4350000
SH
Put
SOLE
4350000
0
0
THOR INDS INC
COM
885160101
35070
600000
SH
Put
SOLE
600000
0
0
TRACTOR SUPPLY CO
COM
892356106
44608
410000
SH
Put
SOLE
410000
0
0
TURTLE BEACH CORP
COM NEW
900450206
2312
200000
SH
Put
SOLE
200000
0
0
TWITTER INC
COM
90184L102
69800
2000000
SH
SOLE
2000000
0
0
VEEVA SYS INC
CL A COM
922475108
97266
600000
SH
SOLE
600000
0
0
VERISIGN INC
COM
92343E102
73206
350000
SH
SOLE
350000
0
0
VISA INC
COM CL A
92826C839
162456
936076
SH
SOLE
936076
0
0
WORKDAY INC
CL A
98138H101
87372
425000
SH
SOLE
425000
0
0
WORLD WRESTLING ENTMT INC
CL A
98156Q108
50547
700000
SH
SOLE
700000
0
0
WORLD WRESTLING ENTMT INC
CL A
98156Q108
21663
300000
SH
Call
SOLE
300000
0
0
WORLDPAY INC
CL A
981558109
376922
3075661
SH
SOLE
3075661
0
0
WYNN RESORTS LTD
COM
983134107
37197
300000
SH
SOLE
300000
0
0