0000902664-22-002974.txt : 20220516 0000902664-22-002974.hdr.sgml : 20220516 20220516160136 ACCESSION NUMBER: 0000902664-22-002974 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22928524 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 03-31-2022 03-31-2022 false Melvin Capital Management LP

535 Madison Avenue - 22nd Floor New York NY 10022

13F HOLDINGS REPORT 028-16643 N Robert Rasamny 212-339-3902 /s/ Robert Rasamny New York NY 05-16-2022 0 45 9859904 INFORMATION TABLE 2 infotable.xml ADVANCE AUTO PARTS INC COM 00751Y106 74602 360467 SH SOLE 360467 0 0 ALIGN TECHNOLOGY INC COM 016255101 70245 161112 SH SOLE 161112 0 0 AMAZON COM INC COM 023135106 436455 133884 SH SOLE 133884 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 171963 257457 SH SOLE 257457 0 0 ATLASSIAN CORP PLC CL A G06242104 234522 798157 SH SOLE 798157 0 0 AUTOZONE INC COM 053332102 126269 61758 SH SOLE 61758 0 0 BATH & BODY WORKS INC COM 070830104 187073 3913661 SH SOLE 3913661 0 0 BILL COM HLDGS INC COM 090043100 367855 1622007 SH SOLE 1622007 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 116431 2265637 SH SOLE 2265637 0 0 CHARLES RIV LABS INTL INC COM 159864107 224608 790956 SH SOLE 790956 0 0 COSTAR GROUP INC COM 22160N109 147471 2213940 SH SOLE 2213940 0 0 COTY INC COM CL A 222070203 46318 5152200 SH Call SOLE 5152200 0 0 COTY INC COM CL A 222070203 264327 29402334 SH SOLE 29402334 0 0 DATADOG INC CL A COM 23804L103 401707 2652054 SH SOLE 2652054 0 0 DEERE & CO COM 244199105 42811 103044 SH SOLE 103044 0 0 DOLLAR TREE INC COM 256746108 222684 1390473 SH SOLE 1390473 0 0 DOMINOS PIZZA INC COM 25754A201 178161 437731 SH SOLE 437731 0 0 DYNATRACE INC COM NEW 268150109 342693 7275854 SH SOLE 7275854 0 0 EXPEDIA GROUP INC COM NEW 30212P303 352682 1802434 SH SOLE 1802434 0 0 FERRARI N V COM N3167Y103 314961 1444179 SH SOLE 1444179 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 49048 605535 SH SOLE 605535 0 0 GARTNER INC COM 366651107 245092 823951 SH SOLE 823951 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 484936 3195833 SH SOLE 3195833 0 0 HYATT HOTELS CORP COM CL A 448579102 255604 2677879 SH SOLE 2677879 0 0 IAA INC COM 449253103 209644 5480887 SH SOLE 5480887 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 203729 772694 SH SOLE 772694 0 0 LAUREATE EDUCATION INC COMMON STOCK 518613203 7144 602864 SH SOLE 602864 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 565768 4809313 SH SOLE 4809313 0 0 MARRIOTT INTL INC NEW CL A 571903202 299598 1704680 SH SOLE 1704680 0 0 MARTIN MARIETTA MATLS INC COM 573284106 273494 710576 SH SOLE 710576 0 0 MARVELL TECHNOLOGY INC COM 573874104 213866 2982376 SH SOLE 2982376 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 17572 2300000 SH Call SOLE 2300000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 149885 3573801 SH SOLE 3573801 0 0 MICROSOFT CORP COM 594918104 365101 1184201 SH SOLE 1184201 0 0 PAGSEGURO DIGITAL LTD COM CL A G68707101 57749 2880260 SH SOLE 2880260 0 0 S&P GLOBAL INC COM 78409V104 168904 411779 SH SOLE 411779 0 0 SEAWORLD ENTMT INC COM 81282V100 129985 1746174 SH SOLE 1746174 0 0 SERVICENOW INC COM 81762P102 243740 437681 SH SOLE 437681 0 0 SNOWFLAKE INC CL A 833445109 218298 952727 SH SOLE 952727 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 233245 1544463 SH SOLE 1544463 0 0 TEXAS ROADHOUSE INC COM 882681109 150074 1792351 SH SOLE 1792351 0 0 TRIP COM GROUP LTD ADS 89677Q107 140258 6066543 SH SOLE 6066543 0 0 UBER TECHNOLOGIES INC COM 90353T100 275580 7723641 SH SOLE 7723641 0 0 VISA INC COM CL A 92826C839 331193 1493409 SH SOLE 1493409 0 0 WARNER MUSIC GROUP CORP COM CL A 934550203 246559 6514120 SH SOLE 6514120 0 0