0001172661-19-002217.txt : 20191114
0001172661-19-002217.hdr.sgml : 20191114
20191114094014
ACCESSION NUMBER: 0001172661-19-002217
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191114
DATE AS OF CHANGE: 20191114
EFFECTIVENESS DATE: 20191114
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: 191216964
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
09-30-2019
09-30-2019
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 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
11-14-2019
0
105
12348836
INFORMATION TABLE
2
infotable.xml
ADOBE INC
COM
00724F101
146413
530000
SH
Call
SOLE
530000
0
0
ADOBE INC
COM
00724F101
405103
1466437
SH
SOLE
1466437
0
0
ADT INC
COM
00090Q103
2508
400000
SH
Put
SOLE
400000
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
323410
1955318
SH
SOLE
1955318
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
64506
390000
SH
Call
SOLE
390000
0
0
ADYEN NV
COM
00BZ1HM42
89596
136000
SH
SOLE
136000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
632177
3780282
SH
SOLE
3780282
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
699021
4180000
SH
Call
SOLE
4180000
0
0
AMAZON COM INC
COM
023135106
622287
358479
SH
SOLE
358479
0
0
ANAPLAN INC
COM
03272L108
238940
5083820
SH
SOLE
5083820
0
0
ANAPLAN INC
COM
03272L108
31020
660000
SH
Call
SOLE
660000
0
0
ARMSTRONG WORLD INDS INC NEW
COM
04247X102
27076
280000
SH
SOLE
280000
0
0
ATLASSIAN CORP PLC
CL A
G06242104
40768
325000
SH
SOLE
325000
0
0
BOOKING HLDGS INC
COM
09857L108
383749
195530
SH
SOLE
195530
0
0
CARDTRONICS PLC
SHS CL A
G1991C105
24192
800000
SH
Put
SOLE
800000
0
0
CARVANA CO
CL A
146869102
42900
650000
SH
SOLE
650000
0
0
CBL & ASSOC PPTYS INC
COM
124830100
1290
1000000
SH
Put
SOLE
1000000
0
0
CENTURYLINK INC
COM
156700106
33696
2700000
SH
Put
SOLE
2700000
0
0
CHEWY INC
CL A
16679L109
78656
3200000
SH
SOLE
3200000
0
0
CIMPRESS N V
SHS EURO
N20146101
19776
150000
SH
Put
SOLE
150000
0
0
COSTAR GROUP INC
COM
22160N109
262910
443206
SH
SOLE
443206
0
0
COUPA SOFTWARE INC
COM
22266L106
61546
475000
SH
SOLE
475000
0
0
COVETRUS INC
COM
22304C100
9512
800000
SH
Put
SOLE
800000
0
0
CROCS INC
COM
227046109
58296
2100000
SH
SOLE
2100000
0
0
DILLARDS INC
CL A
254067101
13222
200000
SH
Put
SOLE
200000
0
0
DOLLAR GEN CORP NEW
COM
256677105
139073
875000
SH
SOLE
875000
0
0
ETSY INC
COM
29786A106
28250
500000
SH
Call
SOLE
500000
0
0
ETSY INC
COM
29786A106
84750
1500000
SH
SOLE
1500000
0
0
FACEBOOK INC
CL A
30303M102
232137
1303557
SH
SOLE
1303557
0
0
FERRARI N V
COM
N3167Y103
311338
2020495
SH
SOLE
2020495
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
432645
3258854
SH
SOLE
3258854
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
34518
260000
SH
Call
SOLE
260000
0
0
FISERV INC
COM
337738108
174031
1680000
SH
SOLE
1680000
0
0
FLEETCOR TECHNOLOGIES INC
COM
339041105
257253
897038
SH
SOLE
897038
0
0
FLEETCOR TECHNOLOGIES INC
COM
339041105
74563
260000
SH
Call
SOLE
260000
0
0
GAMESTOP CORP NEW
CL A
36467W109
22080
4000000
SH
Put
SOLE
4000000
0
0
GARTNER INC
COM
366651107
114392
800000
SH
SOLE
800000
0
0
GREEN DOT CORP
CL A
39304D102
10100
400000
SH
Put
SOLE
400000
0
0
HANESBRANDS INC
COM
410345102
21448
1400000
SH
Put
SOLE
1400000
0
0
HASBRO INC
COM
418056107
44509
375000
SH
SOLE
375000
0
0
HYATT HOTELS CORP
COM CL A
448579102
110505
1500000
SH
SOLE
1500000
0
0
IAA INC
COM
449253103
102239
2450000
SH
SOLE
2450000
0
0
IQIYI INC
SPONSORED ADS
46267X108
12904
800000
SH
Put
SOLE
800000
0
0
IQVIA HLDGS INC
COM
46266C105
119504
800000
SH
SOLE
800000
0
0
IROBOT CORP
COM
462726100
12334
200000
SH
Put
SOLE
200000
0
0
JD COM INC
SPON ADR CL A
47215P106
56420
2000000
SH
SOLE
2000000
0
0
JD COM INC
SPON ADR CL A
47215P106
56420
2000000
SH
Call
SOLE
2000000
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
339440
2020477
SH
SOLE
2020477
0
0
LAS VEGAS SANDS CORP
COM
517834107
376467
6517778
SH
SOLE
6517778
0
0
LAS VEGAS SANDS CORP
COM
517834107
75088
1300000
SH
Call
SOLE
1300000
0
0
LAUDER ESTEE COS INC
CL A
518439104
109423
550000
SH
SOLE
550000
0
0
LAUREATE EDUCATION INC
CL A
518613203
16575
1000000
SH
Call
SOLE
1000000
0
0
LAUREATE EDUCATION INC
CL A
518613203
104853
6326000
SH
SOLE
6326000
0
0
LEGGETT & PLATT INC
COM
524660107
55269
1350000
SH
Put
SOLE
1350000
0
0
LENNAR CORP
CL A
526057104
33510
600000
SH
SOLE
600000
0
0
LIGAND PHARMACEUTICALS INC
COM NEW
53220K504
49770
500000
SH
Put
SOLE
500000
0
0
LUCKIN COFFEE INC
SPONSORED ADS
54951L109
39900
2100000
SH
SOLE
2100000
0
0
LUCKIN COFFEE INC
SPONSORED ADS
54951L109
32300
1700000
SH
Call
SOLE
1700000
0
0
LULULEMON ATHLETICA INC
COM
550021109
154024
800000
SH
SOLE
800000
0
0
LUMBER LIQUIDATORS HLDGS INC
COM
55003T107
9870
1000000
SH
Put
SOLE
1000000
0
0
MACERICH CO
COM
554382101
34117
1080000
SH
Put
SOLE
1080000
0
0
MALLINCKRODT PUB LTD CO
SHS
G5785G107
18726
7770000
SH
Put
SOLE
7770000
0
0
MASTERCARD INC
CL A
57636Q104
407104
1499077
SH
SOLE
1499077
0
0
MCDONALDS CORP
COM
580135101
107355
500000
SH
SOLE
500000
0
0
MEDIFAST INC
COM
58470H101
63214
610000
SH
Put
SOLE
610000
0
0
MSC INDL DIRECT INC
CL A
553530106
19583
270000
SH
Put
SOLE
270000
0
0
MYLAN N V
SHS EURO
N59465109
32241
1630000
SH
Put
SOLE
1630000
0
0
NATIONAL BEVERAGE CORP
COM
635017106
42142
950000
SH
Put
SOLE
950000
0
0
NETFLIX INC
COM
64110L106
40143
150000
SH
SOLE
150000
0
0
NETFLIX INC
COM
64110L106
107048
400000
SH
Call
SOLE
400000
0
0
NEW ORIENTAL ED & TECH GRP I
SPON ADR
647581107
171678
1550000
SH
SOLE
1550000
0
0
NEW ORIENTAL ED & TECH GRP I
SPON ADR
647581107
33228
300000
SH
Call
SOLE
300000
0
0
NEWELL BRANDS INC
COM
651229106
26208
1400000
SH
Put
SOLE
1400000
0
0
NORDSTROM INC
COM
655664100
22559
670000
SH
Put
SOLE
670000
0
0
PAGSEGURO DIGITAL LTD
COM CL A
G68707101
247506
5344540
SH
SOLE
5344540
0
0
PAPA JOHNS INTL INC
COM
698813102
133493
2550000
SH
Put
SOLE
2550000
0
0
PAYPAL HLDGS INC
COM
70450Y103
41436
400000
SH
SOLE
400000
0
0
PUMA SE
COM
005064722
112989
1460000
SH
SOLE
1460000
0
0
QURATE RETAIL INC
COM SER A
74915M100
4384
425000
SH
SOLE
425000
0
0
QURATE RETAIL INC
COM SER A
74915M100
30945
3000000
SH
Put
SOLE
3000000
0
0
RALPH LAUREN CORP
CL A
751212101
19094
200000
SH
Put
SOLE
200000
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
150612
2117120
SH
SOLE
2117120
0
0
SALESFORCE COM INC
COM
79466L302
328842
2215316
SH
SOLE
2215316
0
0
SEA LTD
SPONSORED ADS
81141R100
86660
2800000
SH
SOLE
2800000
0
0
SEA LTD
SPONSORED ADS
81141R100
9285
300000
SH
Call
SOLE
300000
0
0
SEAWORLD ENTMT INC
COM
81282V100
9212
350000
SH
SOLE
350000
0
0
SERVICENOW INC
COM
81762P102
529446
2085666
SH
SOLE
2085666
0
0
SERVICENOW INC
COM
81762P102
304620
1200000
SH
Call
SOLE
1200000
0
0
SHUTTERSTOCK INC
COM
825690100
5418
150000
SH
Put
SOLE
150000
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
13576
810000
SH
Put
SOLE
810000
0
0
STAMPS COM INC
COM NEW
852857200
14890
200000
SH
Put
SOLE
200000
0
0
STITCH FIX INC
COM CL A
860897107
36383
1890000
SH
Put
SOLE
1890000
0
0
TAILORED BRANDS INC
COM
87403A107
4840
1100000
SH
Put
SOLE
1100000
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
313699
2502785
SH
SOLE
2502785
0
0
TANGER FACTORY OUTLET CTRS I
COM
875465106
30960
2000000
SH
Put
SOLE
2000000
0
0
TESLA INC
COM
88160R101
65035
270000
SH
Put
SOLE
270000
0
0
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADS
881624209
85243
12390000
SH
Put
SOLE
12390000
0
0
TWITTER INC
COM
90184L102
82400
2000000
SH
SOLE
2000000
0
0
VISA INC
COM CL A
92826C839
94606
550000
SH
SOLE
550000
0
0
WHIRLPOOL CORP
COM
963320106
31672
200000
SH
Put
SOLE
200000
0
0
WW INTL INC
COM
98262P101
18910
500000
SH
Put
SOLE
500000
0
0
WYNN RESORTS LTD
COM
983134107
86976
800000
SH
SOLE
800000
0
0
WYNN RESORTS LTD
COM
983134107
152208
1400000
SH
Call
SOLE
1400000
0
0
YUM BRANDS INC
COM
988498101
11343
100000
SH
SOLE
100000
0
0
ZUMIEZ INC
COM
989817101
6335
200000
SH
Put
SOLE
200000
0
0