0000905718-20-000859.txt : 20200814
0000905718-20-000859.hdr.sgml : 20200814
20200814161516
ACCESSION NUMBER: 0000905718-20-000859
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200814
DATE AS OF CHANGE: 20200814
EFFECTIVENESS DATE: 20200814
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: 201105246
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
06-30-2020
06-30-2020
false
Melvin Capital Management LP
535 Madison Avenue - 22nd 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
08-14-2020
0
91
16919441
INFORMATION TABLE
2
infotable.xml
ADOBE INC
COM
00724F101
137123
315000
SH
SOLE
315000
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
106838
750000
SH
Call
SOLE
750000
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
551169
3869209
SH
SOLE
3869209
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
510814
2368168
SH
SOLE
2368168
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
619059
2870000
SH
Call
SOLE
2870000
0
0
ALPHABET INC
CAP STK CL A
02079K305
127625
90000
SH
SOLE
90000
0
0
AMAZON COM INC
COM
023135106
859654
311602
SH
SOLE
311602
0
0
AMERICAN EAGLE OUTFITTERS IN
COM
02553E106
119900
11000000
SH
SOLE
11000000
0
0
ANAPLAN INC
COM
03272L108
22655
500000
SH
Call
SOLE
500000
0
0
ANAPLAN INC
COM
03272L108
89487
1975000
SH
SOLE
1975000
0
0
AUTOZONE INC
COM
053332102
984263
872481
SH
SOLE
872481
0
0
AVIS BUDGET GROUP
COM
053774105
78971
3450000
SH
SOLE
3450000
0
0
BED BATH & BEYOND INC
COM
075896100
29998
2830000
SH
Put
SOLE
2830000
0
0
BEST BUY INC
COM
086516101
43635
500000
SH
Put
SOLE
500000
0
0
BILL COM HLDGS INC
COM
090043100
22553
250000
SH
SOLE
250000
0
0
BOOKING HOLDINGS INC
COM
09857L108
398085
250000
SH
Call
SOLE
250000
0
0
BOOKING HOLDINGS INC
COM
09857L108
714493
448706
SH
SOLE
448706
0
0
BURLINGTON STORES INC
COM
122017106
88619
450000
SH
SOLE
450000
0
0
CAMPING WORLD HLDGS INC
CL A
13462K109
27160
1000000
SH
Put
SOLE
1000000
0
0
CERIDIAN HCM HLDG INC
COM
15677J108
31708
400000
SH
SOLE
400000
0
0
CHURCH & DWIGHT INC
COM
171340102
48699
630000
SH
Put
SOLE
630000
0
0
CIMPRESS PLC
SHS EURO
G2143T103
7634
100000
SH
Put
SOLE
100000
0
0
COSTAR GROUP INC
COM
22160N109
191881
270000
SH
SOLE
270000
0
0
CROCS INC
COM
227046109
45105
1225000
SH
SOLE
1225000
0
0
DARDEN RESTAURANTS INC
COM
237194105
75770
1000000
SH
SOLE
1000000
0
0
DECKERS OUTDOOR CORP
COM
243537107
142383
725000
SH
SOLE
725000
0
0
DILLARDS INC
CL A
254067101
5158
200000
SH
Put
SOLE
200000
0
0
DOCUSIGN INC
COM
256163106
214644
1246407
SH
SOLE
1246407
0
0
DOMINOS PIZZA INC
COM
25754A201
345354
934805
SH
SOLE
934805
0
0
DUNKIN BRANDS GROUP INC
COM
265504100
65230
1000000
SH
SOLE
1000000
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
235914
2870000
SH
Call
SOLE
2870000
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
635218
7727712
SH
SOLE
7727712
0
0
FACEBOOK INC
CL A
30303M102
96505
425000
SH
SOLE
425000
0
0
FAIR ISAAC CORP
COM
303250104
20902
50000
SH
Call
SOLE
50000
0
0
FAIR ISAAC CORP
COM
303250104
441450
1056000
SH
SOLE
1056000
0
0
FERRARI N V
COM
N3167Y103
141938
830000
SH
SOLE
830000
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
334262
2492815
SH
SOLE
2492815
0
0
FISERV INC
COM
337738108
524219
5370000
SH
Call
SOLE
5370000
0
0
FISERV INC
COM
337738108
814608
8344683
SH
SOLE
8344683
0
0
FLEETCOR TECHNOLOGIES INC
COM
339041105
344859
1371046
SH
SOLE
1371046
0
0
GAMESTOP CORP NEW
CL A
36467W109
14756
3400000
SH
Put
SOLE
3400000
0
0
GARTNER INC
COM
366651107
163796
1350000
SH
SOLE
1350000
0
0
GSX TECHEDU INC
SPONSORED ADS
36257Y109
83986
1400000
SH
Put
SOLE
1400000
0
0
HANNON ARMSTRONG SUST INFR C
COM
41068X100
22768
800000
SH
Put
SOLE
800000
0
0
HILTON WORLDWIDE HLDGS INC
COM
43300A203
102830
1400000
SH
SOLE
1400000
0
0
HYATT HOTELS CORP
COM CL A
448579102
177272
3525000
SH
SOLE
3525000
0
0
IAA INC
COM
449253103
123424
3200000
SH
SOLE
3200000
0
0
IRON MTN INC NEW
COM
46284V101
26622
1020000
SH
Put
SOLE
1020000
0
0
JD.COM INC
SPON ADR CL A
47215P106
270208
4490000
SH
Call
SOLE
4490000
0
0
JD.COM INC
SPON ADR CL A
47215P106
472555
7852355
SH
SOLE
7852355
0
0
KROGER CO
COM
501044101
34527
1020000
SH
Put
SOLE
1020000
0
0
L BRANDS INC
COM
501797104
414689
27701362
SH
SOLE
27701362
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
166110
1000000
SH
SOLE
1000000
0
0
LAS VEGAS SANDS CORP
COM
517834107
272454
5982747
SH
SOLE
5982747
0
0
LAUDER ESTEE COS INC
CL A
518439104
37736
200000
SH
SOLE
200000
0
0
LAUREATE EDUCATION INC
CL A
518613203
6008
602864
SH
SOLE
602864
0
0
LIGAND PHARMACEUTICALS INC
COM NEW
53220K504
44740
400000
SH
Put
SOLE
400000
0
0
LOWES COS INC
COM
548661107
108096
800000
SH
SOLE
800000
0
0
MALLINCKRODT PUB LTD CO
SHS
G5785G107
10827
4040000
SH
Put
SOLE
4040000
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
313278
1059444
SH
SOLE
1059444
0
0
MEDIFAST INC
COM
58470H101
98527
710000
SH
Put
SOLE
710000
0
0
MICROSOFT CORP
COM
594918104
507312
2492810
SH
SOLE
2492810
0
0
MOHAWK INDS INC
COM
608190104
20352
200000
SH
Put
SOLE
200000
0
0
MYLAN NV
SHS EURO
N59465109
102590
6380000
SH
Put
SOLE
6380000
0
0
NATIONAL BEVERAGE CORP
COM
635017106
18306
300000
SH
Put
SOLE
300000
0
0
NETFLIX INC
COM
64110L106
113760
250000
SH
SOLE
250000
0
0
NEWELL BRANDS INC
COM
651229106
39700
2500000
SH
SOLE
2500000
0
0
NIKE INC
CL B
654106103
9805
100000
SH
SOLE
100000
0
0
NUANCE COMMUNICATIONS INC
COM
67020Y100
106281
4200000
SH
SOLE
4200000
0
0
PAYPAL HLDGS INC
COM
70450Y103
499471
2866733
SH
SOLE
2866733
0
0
PINTEREST INC
CL A
72352L106
22170
1000000
SH
Call
SOLE
1000000
0
0
PINTEREST INC
CL A
72352L106
97548
4400000
SH
SOLE
4400000
0
0
ROBERT HALF INTL INC
COM
770323103
32755
620000
SH
Put
SOLE
620000
0
0
SALESFORCE COM INC
COM
79466L302
420279
2243520
SH
SOLE
2243520
0
0
SEA LTD
SPONSORED ADS
81141R100
134050
1250000
SH
SOLE
1250000
0
0
SERVICENOW INC
COM
81762P102
340787
841325
SH
SOLE
841325
0
0
SUNPOWER CORP
COM
867652406
7660
1000000
SH
Put
SOLE
1000000
0
0
TABULA RASA HEALTHCARE INC
COM
873379101
5473
100000
SH
Put
SOLE
100000
0
0
TAILORED BRANDS INC
COM
87403A107
469
500000
SH
Put
SOLE
500000
0
0
TANGER FACTORY OUTLET CTRS I
COM
875465106
7130
1000000
SH
Put
SOLE
1000000
0
0
TEMPUR SEALY INTL INC
COM
88023U101
21585
300000
SH
Call
SOLE
300000
0
0
TEMPUR SEALY INTL INC
COM
88023U101
100730
1400000
SH
SOLE
1400000
0
0
TEXAS ROADHOUSE INC
COM
882681109
63084
1200000
SH
SOLE
1200000
0
0
THOR INDS INC
COM
885160101
40481
380000
SH
Put
SOLE
380000
0
0
TWILIO INC
CL A
90138F102
142623
650000
SH
SOLE
650000
0
0
VERISIGN INC
COM
92343E102
77561
375000
SH
SOLE
375000
0
0
VISA INC
COM CL A
92826C839
270438
1400000
SH
SOLE
1400000
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
32216
760000
SH
Put
SOLE
760000
0
0
WENDYS CO
COM
95058W100
163350
7500000
SH
SOLE
7500000
0
0
WYNN RESORTS LTD
COM
983134107
104286
1400000
SH
SOLE
1400000
0
0
YUM BRANDS INC
COM
988498101
156438
1800000
SH
SOLE
1800000
0
0