0001172661-17-002043.txt : 20171114
0001172661-17-002043.hdr.sgml : 20171114
20171114090050
ACCESSION NUMBER: 0001172661-17-002043
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170930
FILED AS OF DATE: 20171114
DATE AS OF CHANGE: 20171114
EFFECTIVENESS DATE: 20171114
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: 171198612
BUSINESS ADDRESS:
STREET 1: 527 MADISON AVENUE - 25TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 212-373-1270
MAIL ADDRESS:
STREET 1: 527 MADISON AVENUE - 25TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001628110
XXXXXXXX
09-30-2017
09-30-2017
false
Melvin Capital Management LP
527 Madison Avenue - 25th Floor
New York
NY
10022
13F HOLDINGS REPORT
028-16643
Y
Melvin Capital Management LP is voluntarily disclosing its Adidas AG holdings. The SEDOL for these holdings 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
11-14-2017
0
90
8310060
INFORMATION TABLE
2
infotable.xml
ADIDAS AG
COM
004031976
186507
824326
SH
SOLE
824326
0
0
ADOBE SYS INC
COM
00724F101
58926
395000
SH
SOLE
395000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
281009
1627059
SH
SOLE
1627059
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
383192
2218700
SH
Call
SOLE
2218700
0
0
ALIGN TECHNOLOGY INC
COM
016255101
37254
200000
SH
SOLE
200000
0
0
ALPHABET INC
CAP STK CL A
02079K305
288053
295827
SH
SOLE
295827
0
0
ALPHABET INC
CAP STK CL A
02079K305
144013
147900
SH
Call
SOLE
147900
0
0
ANGI HOMESERVICES INC
COM
00183L102
24297
1950000
SH
SOLE
1950000
0
0
AMAZON COM INC
COM
023135106
391044
406765
SH
SOLE
406765
0
0
AMAZON COM INC
COM
023135106
284367
295800
SH
Call
SOLE
295800
0
0
ASCENA RETAIL GROUP INC
COM
04351G101
2450
1000000
SH
Put
SOLE
1000000
0
0
AUTODESK INC
COM
052769106
99642
887600
SH
Call
SOLE
887600
0
0
AUTODESK INC
COM
052769106
220014
1959864
SH
SOLE
1959864
0
0
BRUNSWICK CORP
COM
117043109
36381
650000
SH
SOLE
650000
0
0
BRUNSWICK CORP
COM
117043109
11194
200000
SH
Call
SOLE
200000
0
0
CARMAX INC
COM
143130102
106134
1400000
SH
SOLE
1400000
0
0
CARVANA CO
CL A
146869102
14313
975000
SH
SOLE
975000
0
0
CARVANA CO
CL A
146869102
1468
100000
SH
Call
SOLE
100000
0
0
CASEYS GEN STORES INC
COM
147528103
32835
300000
SH
SOLE
300000
0
0
CBL & ASSOC PPTYS INC
COM
124830100
10423
1242300
SH
Put
SOLE
1242300
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
206511
1035400
SH
SOLE
1035400
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
899799
4511400
SH
Call
SOLE
4511400
0
0
DEERE & CO
COM
244199105
167198
1331300
SH
Call
SOLE
1331300
0
0
DEERE & CO
COM
244199105
55731
443752
SH
SOLE
443752
0
0
DOLLAR TREE INC
COM
256746108
43410
500000
SH
SOLE
500000
0
0
ELECTRONIC ARTS INC
COM
285512109
90906
770000
SH
SOLE
770000
0
0
ELECTRONIC ARTS INC
COM
285512109
23612
200000
SH
Call
SOLE
200000
0
0
EXPONENT INC
COM
30214U102
7390
100000
SH
Put
SOLE
100000
0
0
FACEBOOK INC
CL A
30303M102
157963
924464
SH
SOLE
924464
0
0
FACEBOOK INC
CL A
30303M102
151630
887400
SH
Call
SOLE
887400
0
0
FIRST DATA CORP NEW
COM CL A
32008D106
48708
2700000
SH
SOLE
2700000
0
0
FLEETCOR TECHNOLOGIES INC
COM
339041105
128199
828322
SH
SOLE
828322
0
0
FLEETCOR TECHNOLOGIES INC
COM
339041105
137358
887500
SH
Call
SOLE
887500
0
0
GAMESTOP CORP NEW
CL A
36467W109
9625
465900
SH
Put
SOLE
465900
0
0
GOPRO INC
CL A
38268T103
17096
1552800
SH
Put
SOLE
1552800
0
0
GRAINGER W W INC
COM
384802104
83746
465900
SH
Put
SOLE
465900
0
0
HANESBRANDS INC
COM
410345102
24640
1000000
SH
Put
SOLE
1000000
0
0
HARLEY DAVIDSON INC
COM
412822108
89835
1863400
SH
Put
SOLE
1863400
0
0
HD SUPPLY HLDGS INC
COM
40416M105
25249
700000
SH
SOLE
700000
0
0
HILTON WORLDWIDE HLDGS INC
COM
43300A203
83340
1200000
SH
SOLE
1200000
0
0
IAC INTERACTIVECORP
COM
44919P508
55851
475000
SH
SOLE
475000
0
0
KROGER CO
COM
501044101
102791
5124200
SH
Put
SOLE
5124200
0
0
L BRANDS INC
COM
501797104
8322
200000
SH
Put
SOLE
200000
0
0
LAUREATE EDUCATION INC
CL A
518613203
65475
4500010
SH
SOLE
4500010
0
0
LOWES COS INC
COM
548661107
71946
900000
SH
SOLE
900000
0
0
MACYS INC
COM
55616P104
60989
2795100
SH
Put
SOLE
2795100
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
84720
600000
SH
SOLE
600000
0
0
MERCADOLIBRE INC
COM
58733R102
47017
181580
SH
SOLE
181580
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
41438
750000
SH
SOLE
750000
0
0
NATIONAL BEVERAGE CORP
COM
635017106
11165
90000
SH
SOLE
90000
0
0
NETFLIX INC
COM
64110L106
56219
310000
SH
SOLE
310000
0
0
NEW ORIENTAL ED & TECH GRP I
SPON ADR
647581107
66195
750000
SH
SOLE
750000
0
0
NEW ORIENTAL ED & TECH GRP I
SPON ADR
647581107
17652
200000
SH
Call
SOLE
200000
0
0
PAYPAL HLDGS INC
COM
70450Y103
146800
2292671
SH
SOLE
2292671
0
0
PAYPAL HLDGS INC
COM
70450Y103
28417
443800
SH
Call
SOLE
443800
0
0
PENNEY J C INC
COM
708160106
9525
2500000
SH
Put
SOLE
2500000
0
0
PENNEY J C INC
COM
708160106
20559
5396131
SH
SOLE
5396131
0
0
PERRIGO CO PLC
SHS
G97822103
46016
543600
SH
Put
SOLE
543600
0
0
RENT A CTR INC NEW
COM
76009N100
60609
5279500
SH
Put
SOLE
5279500
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
155905
2440585
SH
SOLE
2440585
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
28344
443700
SH
Call
SOLE
443700
0
0
RH
COM
74967X103
16764
238396
SH
SOLE
238396
0
0
RH
COM
74967X103
5464
77700
SH
Put
SOLE
77700
0
0
ROYAL CARIBBEAN CRUISES LTD
COM
V7780T103
29635
250000
SH
SOLE
250000
0
0
SALESFORCE COM INC
COM
79466L302
79407
850000
SH
SOLE
850000
0
0
SEAWORLD ENTMT INC
COM
81282V100
6495
500000
SH
Put
SOLE
500000
0
0
SELECT COMFORT CORP
COM
81616X103
9315
300000
SH
Put
SOLE
300000
0
0
SHERWIN WILLIAMS CO
COM
824348106
158877
443741
SH
SOLE
443741
0
0
SHERWIN WILLIAMS CO
COM
824348106
132403
369800
SH
Call
SOLE
369800
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
170514
2562200
SH
Put
SOLE
2562200
0
0
SIX FLAGS ENTMT CORP NEW
COM
83001A102
12188
200000
SH
Put
SOLE
200000
0
0
SONIC CORP
COM
835451105
10180
400000
SH
Call
SOLE
400000
0
0
SUMMIT MATLS INC
CL A
86614U100
58455
1825000
SH
SOLE
1825000
0
0
TAILORED BRANDS INC
COM
87403A107
8664
600000
SH
Put
SOLE
600000
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
181455
1774972
SH
SOLE
1774972
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
75609
739600
SH
Call
SOLE
739600
0
0
TANGER FACTORY OUTLET CTRS I
COM
875465106
7585
310600
SH
Put
SOLE
310600
0
0
THOR INDS INC
COM
885160101
107024
850000
SH
SOLE
850000
0
0
U S G CORP
COM NEW
903293405
13060
400000
SH
Put
SOLE
400000
0
0
VISA INC
COM CL A
92826C839
194581
1848928
SH
SOLE
1848928
0
0
VISTA OUTDOOR INC
COM
928377100
23151
1009200
SH
Put
SOLE
1009200
0
0
VULCAN MATLS CO
COM
929160109
229093
1915495
SH
SOLE
1915495
0
0
WENDYS CO
COM
95058W100
31060
2000000
SH
SOLE
2000000
0
0
WOLVERINE WORLD WIDE INC
COM
978097103
4328
150000
SH
Put
SOLE
150000
0
0
WYNDHAM WORLDWIDE CORP
COM
98310W108
124734
1183318
SH
SOLE
1183318
0
0
WYNDHAM WORLDWIDE CORP
COM
98310W108
155922
1479200
SH
Call
SOLE
1479200
0
0
WYNN RESORTS LTD
COM
983134107
85629
575000
SH
SOLE
575000
0
0
WYNN RESORTS LTD
COM
983134107
44676
300000
SH
Call
SOLE
300000
0
0
YANDEX N V
SHS CLASS A
N97284108
16475
500000
SH
Call
SOLE
500000
0
0
YANDEX N V
SHS CLASS A
N97284108
65900
2000000
SH
SOLE
2000000
0
0