0000905718-20-001111.txt : 20201116
0000905718-20-001111.hdr.sgml : 20201116
20201116160631
ACCESSION NUMBER: 0000905718-20-001111
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201116
DATE AS OF CHANGE: 20201116
EFFECTIVENESS DATE: 20201116
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: 201316790
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
09-30-2020
09-30-2020
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
11-16-2020
0
86
20050744
INFORMATION TABLE
2
infotable.xml
ADOBE SYSTEMS INCORPORATED
COM
00724F101
429920
876618
SH
SOLE
876618
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
58330
380000
SH
Call
SOLE
380000
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
571884
3725627
SH
SOLE
3725627
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
172179
2100000
SH
SOLE
2100000
0
0
ADYEN NV
COM
00BZIHM42
24888
13500
SH
SOLE
13500
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
587960
2000000
SH
Call
SOLE
2000000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
957202
3256010
SH
SOLE
3256010
0
0
ALIGN TECHNOLOGY INC
COM
016255101
298760
912633
SH
SOLE
912633
0
0
ALPHABET INC
CAP STK CL A
02079K305
385431
262985
SH
SOLE
262985
0
0
AMAZON COM INC
COM
023135106
532331
169062
SH
SOLE
169062
0
0
AMERICAN EAGLE OUTFITTERS IN
COM
02553E106
22215
1500000
SH
Call
SOLE
1500000
0
0
AMERICAN EAGLE OUTFITTERS IN
COM
02553E106
177720
12000000
SH
SOLE
12000000
0
0
ANAPLAN INC
COM
03272L108
187740
3000000
SH
SOLE
3000000
0
0
ATLASSIAN CORP PLC
CL A
G06242104
72716
400000
SH
SOLE
400000
0
0
AUTOZONE INC
COM
053332102
486675
413263
SH
SOLE
413263
0
0
AVIS BUDGET GROUP
COM
053774105
48692
1850000
SH
SOLE
1850000
0
0
BED BATH & BEYOND INC
COM
075896100
48385
3230000
SH
Put
SOLE
3230000
0
0
BOOKING HOLDINGS INC
COM
09857L108
325029
190000
SH
Call
SOLE
190000
0
0
BOOKING HOLDINGS INC
COM
09857L108
878345
513448
SH
SOLE
513448
0
0
BRINKER INTL INC
COM
109641100
70488
1650000
SH
SOLE
1650000
0
0
BURLINGTON STORES INC
COM
122017106
72132
350000
SH
SOLE
350000
0
0
DARDEN RESTAURANTS INC
COM
237194105
120888
1200000
SH
SOLE
1200000
0
0
DATADOG INC
CL A COM
23804L103
127700
1250000
SH
Call
SOLE
1250000
0
0
DATADOG INC
CL A COM
23804L103
294254
2880321
SH
SOLE
2880321
0
0
DECKERS OUTDOOR CORP
COM
243537107
104505
475000
SH
SOLE
475000
0
0
DILLARDS INC
CL A
254067101
7304
200000
SH
Put
SOLE
200000
0
0
DOCUSIGN INC
COM
256163106
431276
2003699
SH
SOLE
2003699
0
0
DOMINOS PIZZA INC
COM
25754A201
80803
190000
SH
SOLE
190000
0
0
ELANCO ANIMAL HEALTH INC
COM
28414H103
46643
1670000
SH
Put
SOLE
1670000
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
297993
3250000
SH
Call
SOLE
3250000
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
938690
10237648
SH
SOLE
10237648
0
0
FAIR ISAAC CORP
COM
303250104
478553
1125000
SH
SOLE
1125000
0
0
FERRARI N V
COM
N3167Y103
101250
550000
SH
SOLE
550000
0
0
FISERV INC
COM
337738108
645093
6260000
SH
Call
SOLE
6260000
0
0
FISERV INC
COM
337738108
1086607
10544462
SH
SOLE
10544462
0
0
GAMESTOP CORP NEW
CL A
36467W109
55080
5400000
SH
Put
SOLE
5400000
0
0
GARTNER INC
COM
366651107
208667
1670000
SH
SOLE
1670000
0
0
GSX TECHEDU INC
SPONSORED ADS
36257Y109
148682
1650000
SH
Put
SOLE
1650000
0
0
HANNON ARMSTRONG SUST INFR C
COM
41068X100
16908
400000
SH
Put
SOLE
400000
0
0
HILTON WORLDWIDE HLDGS INC
COM
43300A203
136512
1600000
SH
SOLE
1600000
0
0
HYATT HOTELS CORP
COM CL A
448579102
188129
3525000
SH
SOLE
3525000
0
0
IAA INC
COM
449253103
192659
3700000
SH
SOLE
3700000
0
0
IROBOT CORP
COM
462726100
37950
500000
SH
Put
SOLE
500000
0
0
IRON MTN INC NEW
COM
46284V101
27058
1010000
SH
Put
SOLE
1010000
0
0
JD.COM INC
SPON ADR CL A
47215P106
318201
4100000
SH
SOLE
4100000
0
0
KAR AUCTION SVCS INC
COM
48238T109
46080
3200000
SH
SOLE
3200000
0
0
L BRANDS INC
COM
501797104
768836
24169621
SH
SOLE
24169621
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
306505
1628006
SH
SOLE
1628006
0
0
LAS VEGAS SANDS CORP
COM
517834107
87721
1880000
SH
Call
SOLE
1880000
0
0
LAS VEGAS SANDS CORP
COM
517834107
467463
10018494
SH
SOLE
10018494
0
0
LAUREATE EDUCATION INC
CL A
518613203
8006
602864
SH
SOLE
602864
0
0
LIGAND PHARMACEUTICALS INC
COM NEW
53220K504
57192
600000
SH
Put
SOLE
600000
0
0
LIVE NATION ENTERTAINMENT IN
COM
538034109
80820
1500000
SH
SOLE
1500000
0
0
LOWES COS INC
COM
548661107
215618
1300000
SH
SOLE
1300000
0
0
MALLINCKRODT PUB LTD CO
SHS
G5785G107
1411
1450000
SH
Put
SOLE
1450000
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
61194
260000
SH
Put
SOLE
260000
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
391732
1158389
SH
SOLE
1158389
0
0
MCDONALDS CORP
COM
580135101
296312
1350000
SH
SOLE
1350000
0
0
MICROSOFT CORP
COM
594918104
210330
1000000
SH
SOLE
1000000
0
0
MSCI INC
COM
55354G100
133793
375000
SH
SOLE
375000
0
0
MYLAN NV
SHS EURO
N59465109
110632
7460000
SH
Put
SOLE
7460000
0
0
NATIONAL BEVERAGE CORP
COM
635017106
54408
800000
SH
Put
SOLE
800000
0
0
NIKE INC
CL B
654106103
345873
2755086
SH
SOLE
2755086
0
0
NUANCE COMMUNICATIONS INC
COM
67020Y100
270167
8140026
SH
SOLE
8140026
0
0
OLLIES BARGAIN OUTLET HLDGS
COM
681116109
34067
390000
SH
Put
SOLE
390000
0
0
PAYPAL HLDGS INC
COM
70450Y103
137921
700000
SH
SOLE
700000
0
0
PINTEREST INC
CL A
72352L106
103775
2500000
SH
Call
SOLE
2500000
0
0
PINTEREST INC
CL A
72352L106
499042
12022200
SH
SOLE
12022200
0
0
RYMAN HOSPITALITY PPTYS INC
COM
78377T107
35880
975000
SH
SOLE
975000
0
0
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
95544
300000
SH
SOLE
300000
0
0
SEA LTD
SPONSORD ADS
81141R100
284537
1847161
SH
SOLE
1847161
0
0
SERVICENOW INC
COM
81762P102
668108
1377542
SH
SOLE
1377542
0
0
SQUARE INC
CL A
852234103
52829
325000
SH
SOLE
325000
0
0
TANGER FACTORY OUTLET CTRS I
COM
875465106
6030
1000000
SH
Put
SOLE
1000000
0
0
TEMPUR SEALY INTL INC
COM
88023U101
151623
1700000
SH
SOLE
1700000
0
0
TEXAS ROADHOUSE INC
COM
882681109
164133
2700000
SH
SOLE
2700000
0
0
TJX COS INC NEW
COM
872540109
255990
4600000
SH
SOLE
4600000
0
0
TRINITY INDS INC
COM
896522109
26325
1350000
SH
Put
SOLE
1350000
0
0
TUPPERWARE BRANDS CORP
COM
899896104
18144
900000
SH
SOLE
900000
0
0
TWITTER INC
COM
90184L102
44500
1000000
SH
SOLE
1000000
0
0
VIACOMCBS INC
CL B
92556H206
17926
640000
SH
Put
SOLE
640000
0
0
VISA INC
COM CL A
92826C839
249963
1250000
SH
Call
SOLE
1250000
0
0
VISA INC
COM CL A
92826C839
450765
2254161
SH
SOLE
2254161
0
0
WORKDAY INC
CL A
98138H101
129078
600000
SH
SOLE
600000
0
0
WYNN RESORTS LTD
COM
983134107
71810
1000000
SH
Call
SOLE
1000000
0
0
WYNN RESORTS LTD
COM
983134107
138234
1925000
SH
SOLE
1925000
0
0