0001172661-18-001139.txt : 20180515
0001172661-18-001139.hdr.sgml : 20180515
20180515093015
ACCESSION NUMBER: 0001172661-18-001139
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180515
DATE AS OF CHANGE: 20180515
EFFECTIVENESS DATE: 20180515
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: 18833571
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
03-31-2018
03-31-2018
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
05-15-2018
0
92
10452410
INFORMATION TABLE
2
infotable.xml
ADIDAS AG
COM
004031976
25923
107000
SH
SOLE
107000
0
0
ADOBE SYS INC
COM
00724F101
75628
350000
SH
SOLE
350000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
269027
1465770
SH
SOLE
1465770
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
80721
439800
SH
Call
SOLE
439800
0
0
AMAZON COM INC
COM
023135106
405202
279963
SH
SOLE
279963
0
0
AMAZON COM INC
COM
023135106
212180
146600
SH
Call
SOLE
146600
0
0
AUTODESK INC
COM
052769106
220894
1758992
SH
SOLE
1758992
0
0
BLACK KNIGHT INC
COM
09215C105
56520
1200000
SH
SOLE
1200000
0
0
BRUNSWICK CORP
COM
117043109
71268
1200000
SH
SOLE
1200000
0
0
BRUNSWICK CORP
COM
117043109
23756
400000
SH
Call
SOLE
400000
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
52464
800000
SH
SOLE
800000
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
101069
312800
SH
Put
SOLE
312800
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
534525
2345231
SH
SOLE
2345231
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
835213
3664500
SH
Call
SOLE
3664500
0
0
COSTAR GROUP INC
COM
22160N109
97924
270000
SH
SOLE
270000
0
0
COSTAR GROUP INC
COM
22160N109
18134
50000
SH
Call
SOLE
50000
0
0
DARDEN RESTAURANTS INC
COM
237194105
55413
650000
SH
SOLE
650000
0
0
DEERE & CO
COM
244199105
375645
2418520
SH
SOLE
2418520
0
0
DEERE & CO
COM
244199105
205286
1321700
SH
Call
SOLE
1321700
0
0
DICKS SPORTING GOODS INC
COM
253393102
21931
625700
SH
Put
SOLE
625700
0
0
DOLLAR TREE INC
COM
256746108
66430
700000
SH
SOLE
700000
0
0
DOMINOS PIZZA INC
COM
25754A201
35034
150000
SH
SOLE
150000
0
0
EAGLE MATERIALS INC
COM
26969P108
90169
875000
SH
SOLE
875000
0
0
EAGLE MATERIALS INC
COM
26969P108
41220
400000
SH
Call
SOLE
400000
0
0
ELECTRONIC ARTS INC
COM
285512109
248794
2052078
SH
SOLE
2052078
0
0
ELECTRONIC ARTS INC
COM
285512109
213249
1758900
SH
Call
SOLE
1758900
0
0
EXACT SCIENCES CORP
COM
30063P105
8066
200000
SH
Put
SOLE
200000
0
0
FACEBOOK INC
CL A
30303M102
152240
952751
SH
SOLE
952751
0
0
FACEBOOK INC
CL A
30303M102
187370
1172600
SH
Call
SOLE
1172600
0
0
FASTENAL CO
COM
311900104
40943
750000
SH
SOLE
750000
0
0
FIRST DATA CORP NEW
COM CL A
32008D106
56000
3500000
SH
SOLE
3500000
0
0
FIRST DATA CORP NEW
COM CL A
32008D106
24000
1500000
SH
Call
SOLE
1500000
0
0
FIVE BELOW INC
COM
33829M101
22948
312900
SH
Put
SOLE
312900
0
0
FLEETCOR TECHNOLOGIES INC
COM
339041105
81000
400000
SH
SOLE
400000
0
0
FREDS INC
CL A
356108100
897
300000
SH
SOLE
300000
0
0
FREDS INC
CL A
356108100
897
300000
SH
Put
SOLE
300000
0
0
GAMESTOP CORP NEW
CL A
36467W109
14805
1173100
SH
Put
SOLE
1173100
0
0
GENERAL MLS INC
COM
370334104
18024
400000
SH
Put
SOLE
400000
0
0
GNC HLDGS INC
COM CL A
36191G107
1255
325000
SH
SOLE
325000
0
0
GOPRO INC
CL A
38268T103
1916
400000
SH
Put
SOLE
400000
0
0
HANESBRANDS INC
COM
410345102
16578
900000
SH
Put
SOLE
900000
0
0
HANNON ARMSTRONG SUST INFR C
COM
41068X100
3900
200000
SH
Put
SOLE
200000
0
0
HARLEY DAVIDSON INC
COM
412822108
13413
312800
SH
Put
SOLE
312800
0
0
HD SUPPLY HLDGS INC
COM
40416M105
60127
1584800
SH
SOLE
1584800
0
0
HIBBETT SPORTS INC
COM
428567101
4790
200000
SH
Put
SOLE
200000
0
0
HILTON WORLDWIDE HLDGS INC
COM
43300A203
96481
1225000
SH
SOLE
1225000
0
0
HYATT HOTELS CORP
COM CL A
448579102
129642
1700000
SH
SOLE
1700000
0
0
IAC INTERACTIVECORP
COM
44919P508
54733
350000
SH
SOLE
350000
0
0
LAUREATE EDUCATION INC
CL A
518613203
70813
5150000
SH
SOLE
5150000
0
0
LUMBER LIQUIDATORS HLDGS INC
COM
55003T107
9568
400000
SH
Put
SOLE
400000
0
0
MACYS INC
COM
55616P104
83733
2815500
SH
Put
SOLE
2815500
0
0
MARRIOTT VACATIONS WRLDWDE C
COM
57164Y107
29970
225000
SH
SOLE
225000
0
0
MASCO CORP
COM
574599106
57223
1415000
SH
SOLE
1415000
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
179721
1026038
SH
SOLE
1026038
0
0
MERCADOLIBRE INC
COM
58733R102
71278
200000
SH
SOLE
200000
0
0
MGM RESORTS INTERNATIONAL
COM
552953101
92397
2638400
SH
Call
SOLE
2638400
0
0
MGM RESORTS INTERNATIONAL
COM
552953101
205325
5863079
SH
SOLE
5863079
0
0
MICROSOFT CORP
COM
594918104
260873
2858251
SH
SOLE
2858251
0
0
MICROSOFT CORP
COM
594918104
133784
1465800
SH
Call
SOLE
1465800
0
0
MIMEDX GROUP INC
COM
602496101
13940
2000000
SH
Put
SOLE
2000000
0
0
NETFLIX INC
COM
64110L106
81221
275000
SH
SOLE
275000
0
0
NEW ORIENTAL ED & TECH GRP I
SPON ADR
647581107
218407
2491809
SH
SOLE
2491809
0
0
NEW ORIENTAL ED & TECH GRP I
SPON ADR
647581107
308344
3517900
SH
Call
SOLE
3517900
0
0
PAGSEGURO DIGITAL LTD
COM CL A
G68707101
107296
2800000
SH
SOLE
2800000
0
0
PAYPAL HLDGS INC
COM
70450Y103
233537
3078116
SH
SOLE
3078116
0
0
PENNEY J C INC
COM
708160106
15100
5000000
SH
SOLE
5000000
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
11384
200000
SH
SOLE
200000
0
0
SALESFORCE COM INC
COM
79466L302
119324
1026000
SH
Call
SOLE
1026000
0
0
SALESFORCE COM INC
COM
79466L302
221610
1905500
SH
SOLE
1905500
0
0
SERVICENOW INC
COM
81762P102
33090
200000
SH
SOLE
200000
0
0
SHERWIN WILLIAMS CO
COM
824348106
58818
150000
SH
SOLE
150000
0
0
STITCH FIX INC
COM CL A
860897107
2535
125000
SH
SOLE
125000
0
0
SUMMIT MATLS INC
CL A
86614U100
38607
1275000
SH
SOLE
1275000
0
0
SUMMIT MATLS INC
CL A
86614U100
3028
100000
SH
Call
SOLE
100000
0
0
THOR INDS INC
COM
885160101
337625
2931539
SH
SOLE
2931539
0
0
THOR INDS INC
COM
885160101
101280
879400
SH
Call
SOLE
879400
0
0
TWITTER INC
COM
90184L102
63822
2200000
SH
SOLE
2200000
0
0
TWITTER INC
COM
90184L102
11604
400000
SH
Call
SOLE
400000
0
0
VISA INC
COM CL A
92826C839
350666
2931500
SH
Call
SOLE
2931500
0
0
VISA INC
COM CL A
92826C839
201636
1685637
SH
SOLE
1685637
0
0
VISTA OUTDOOR INC
COM
928377100
6528
400000
SH
Put
SOLE
400000
0
0
VISTEON CORP
COM NEW
92839U206
22048
200000
SH
SOLE
200000
0
0
WEIGHT WATCHERS INTL INC NEW
COM
948626106
47790
750000
SH
SOLE
750000
0
0
WEIGHT WATCHERS INTL INC NEW
COM
948626106
12744
200000
SH
Call
SOLE
200000
0
0
WENDYS CO
COM
95058W100
105469
6009656
SH
SOLE
6009656
0
0
WENDYS CO
COM
95058W100
38585
2198600
SH
Call
SOLE
2198600
0
0
WYNDHAM WORLDWIDE CORP
COM
98310W108
163535
1429125
SH
SOLE
1429125
0
0
WYNDHAM WORLDWIDE CORP
COM
98310W108
92253
806200
SH
Call
SOLE
806200
0
0
WYNN RESORTS LTD
COM
983134107
454406
2491809
SH
SOLE
2491809
0
0
WYNN RESORTS LTD
COM
983134107
240588
1319300
SH
Call
SOLE
1319300
0
0
YANDEX N V
SHS CLASS A
N97284108
51285
1300000
SH
SOLE
1300000
0
0
YUM BRANDS INC
COM
988498101
65976
775000
SH
SOLE
775000
0
0