0001172661-19-001253.txt : 20190515
0001172661-19-001253.hdr.sgml : 20190515
20190515093413
ACCESSION NUMBER: 0001172661-19-001253
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190515
DATE AS OF CHANGE: 20190515
EFFECTIVENESS DATE: 20190515
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: 19825496
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
true
false
0001628110
XXXXXXXX
03-31-2019
03-31-2019
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
05-15-2019
0
84
8536259
INFORMATION TABLE
2
infotable.xml
ABERCROMBIE & FITCH CO
CL A
002896207
41115
1500000
SH
Put
SOLE
1500000
0
0
ADOBE INC
COM
00724F101
287880
1080264
SH
SOLE
1080264
0
0
ADOBE INC
COM
00724F101
143905
540000
SH
Call
SOLE
540000
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
184219
1080271
SH
SOLE
1080271
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
320279
1755437
SH
SOLE
1755437
0
0
ALIGN TECHNOLOGY INC
COM
016255101
42650
150000
SH
SOLE
150000
0
0
ALIGN TECHNOLOGY INC
COM
016255101
42650
150000
SH
Call
SOLE
150000
0
0
ALLIANCE DATA SYSTEMS CORP
COM
018581108
24497
140000
SH
Put
SOLE
140000
0
0
AMAZON COM INC
COM
023135106
324622
182295
SH
SOLE
182295
0
0
APTIV PLC
SHS
G6095L109
55643
700000
SH
SOLE
700000
0
0
ARMSTRONG WORLD INDS INC NEW
COM
04247X102
39710
500000
SH
SOLE
500000
0
0
ASCENA RETAIL GROUP INC
COM
04351G101
1080
1000000
SH
Put
SOLE
1000000
0
0
BOOKING HLDGS INC
COM
09857L108
52347
30000
SH
SOLE
30000
0
0
CANADA GOOSE HOLDINGS INC
SHS SUB VTG
135086106
22810
475000
SH
SOLE
475000
0
0
CARDTRONICS PLC
SHS CL A
G1991C105
23127
650000
SH
Put
SOLE
650000
0
0
CARVANA CO
CL A
146869102
101605
1750000
SH
SOLE
1750000
0
0
CARVANA CO
CL A
146869102
34836
600000
SH
Call
SOLE
600000
0
0
CBL & ASSOC PPTYS INC
COM
124830100
1550
1000000
SH
Put
SOLE
1000000
0
0
COOPER COS INC
COM NEW
216648402
81447
275000
SH
SOLE
275000
0
0
COSTAR GROUP INC
COM
22160N109
81624
175000
SH
SOLE
175000
0
0
DARDEN RESTAURANTS INC
COM
237194105
85029
700000
SH
SOLE
700000
0
0
DARDEN RESTAURANTS INC
COM
237194105
12147
100000
SH
Call
SOLE
100000
0
0
DECKERS OUTDOOR CORP
COM
243537107
39687
270000
SH
Put
SOLE
270000
0
0
DEERE & CO
COM
244199105
178066
1114028
SH
SOLE
1114028
0
0
DOCUSIGN INC
COM
256163106
62208
1200000
SH
SOLE
1200000
0
0
DOMINOS PIZZA INC
COM
25754A201
70978
275000
SH
SOLE
275000
0
0
EAGLE MATERIALS INC
COM
26969P108
4215
50000
SH
Call
SOLE
50000
0
0
ELECTRONIC ARTS INC
COM
285512109
164682
1620409
SH
SOLE
1620409
0
0
FACEBOOK INC
CL A
30303M102
83345
500000
SH
SOLE
500000
0
0
FERRARI N V
COM
N3167Y103
36126
270000
SH
Call
SOLE
270000
0
0
FERRARI N V
COM
N3167Y103
198805
1485834
SH
SOLE
1485834
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
153816
1360000
SH
Call
SOLE
1360000
0
0
FIRST DATA CORP NEW
COM CL A
32008D106
336996
12828172
SH
SOLE
12828172
0
0
GAMESTOP CORP NEW
CL A
36467W109
33020
3250000
SH
Put
SOLE
3250000
0
0
GAP INC
COM
364760108
35343
1350000
SH
Put
SOLE
1350000
0
0
GARTNER INC
COM
366651107
83424
550000
SH
SOLE
550000
0
0
HD SUPPLY HLDGS INC
COM
40416M105
39015
900000
SH
SOLE
900000
0
0
INTUIT
COM
461202103
84958
325000
SH
SOLE
325000
0
0
IQVIA HLDGS INC
COM
46266C105
271943
1890465
SH
SOLE
1890465
0
0
IRON MTN INC NEW
COM
46284V101
24113
680000
SH
Put
SOLE
680000
0
0
KAR AUCTION SVCS INC
COM
48238T109
21037
410000
SH
Put
SOLE
410000
0
0
KOHLS CORP
COM
500255104
65332
950000
SH
Put
SOLE
950000
0
0
L BRANDS INC
COM
501797104
24822
900000
SH
SOLE
900000
0
0
LAS VEGAS SANDS CORP
COM
517834107
395121
6481636
SH
SOLE
6481636
0
0
LAS VEGAS SANDS CORP
COM
517834107
124432
2041200
SH
Call
SOLE
2041200
0
0
LAUREATE EDUCATION INC
CL A
518613203
99176
6625000
SH
SOLE
6625000
0
0
LAUREATE EDUCATION INC
CL A
518613203
7485
500000
SH
Call
SOLE
500000
0
0
LENNAR CORP
CL A
526057104
49090
1000000
SH
SOLE
1000000
0
0
LENNAR CORP
CL A
526057104
14727
300000
SH
Call
SOLE
300000
0
0
LULULEMON ATHLETICA INC
COM
550021109
131096
800000
SH
SOLE
800000
0
0
LUMBER LIQUIDATORS HLDGS INC
COM
55003T107
4040
400000
SH
Put
SOLE
400000
0
0
MALLINCKRODT PUB LTD CO
SHS
G5785G107
35654
1640000
SH
Put
SOLE
1640000
0
0
MASTERCARD INC
CL A
57636Q104
317937
1350336
SH
SOLE
1350336
0
0
MCDONALDS CORP
COM
580135101
85455
450000
SH
SOLE
450000
0
0
NETFLIX INC
COM
64110L106
397216
1114024
SH
SOLE
1114024
0
0
NETFLIX INC
COM
64110L106
292379
820000
SH
Call
SOLE
820000
0
0
NEW ORIENTAL ED & TECH GRP I
SPON ADR
647581107
117117
1300000
SH
SOLE
1300000
0
0
NEW ORIENTAL ED & TECH GRP I
SPON ADR
647581107
18018
200000
SH
Call
SOLE
200000
0
0
NIKE INC
CL B
654106103
75789
900000
SH
SOLE
900000
0
0
NU SKIN ENTERPRISES INC
CL A
67018T105
38288
800000
SH
Put
SOLE
800000
0
0
PAGSEGURO DIGITAL LTD
COM CL A
G68707101
300291
10059985
SH
SOLE
10059985
0
0
PAPA JOHNS INTL INC
COM
698813102
73071
1380000
SH
Put
SOLE
1380000
0
0
PAYPAL HLDGS INC
COM
70450Y103
103840
1000000
SH
SOLE
1000000
0
0
PERRIGO CO PLC
SHS
G97822103
14448
300000
SH
Put
SOLE
300000
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
232989
3578393
SH
SOLE
3578393
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
45577
700000
SH
Call
SOLE
700000
0
0
ROYAL CARIBBEAN CRUISES LTD
COM
V7780T103
65907
575000
SH
SOLE
575000
0
0
SALESFORCE COM INC
COM
79466L302
168908
1066543
SH
SOLE
1066543
0
0
SERVICENOW INC
COM
81762P102
357807
1451610
SH
SOLE
1451610
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
19012
700000
SH
Put
SOLE
700000
0
0
SKECHERS U S A INC
CL A
830566105
16805
500000
SH
Put
SOLE
500000
0
0
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
21514
155000
SH
SOLE
155000
0
0
TARGET CORP
COM
87612E106
88286
1100000
SH
Put
SOLE
1100000
0
0
TRACTOR SUPPLY CO
COM
892356106
9776
100000
SH
Put
SOLE
100000
0
0
TURTLE BEACH CORP
COM NEW
900450206
2272
200000
SH
Put
SOLE
200000
0
0
TURTLE BEACH CORP
COM NEW
900450206
1704
150000
SH
SOLE
150000
0
0
TWITTER INC
COM
90184L102
105216
3200000
SH
SOLE
3200000
0
0
TWITTER INC
COM
90184L102
26304
800000
SH
Call
SOLE
800000
0
0
VISA INC
COM CL A
92826C839
124952
800000
SH
SOLE
800000
0
0
WORLD WRESTLING ENTMT INC
CL A
98156Q108
17356
200000
SH
SOLE
200000
0
0
WORLDPAY INC
CL A
981558109
383157
3375835
SH
SOLE
3375835
0
0
WYNN RESORTS LTD
COM
983134107
116337
975000
SH
SOLE
975000
0
0
WYNN RESORTS LTD
COM
983134107
11932
100000
SH
Call
SOLE
100000
0
0
YETI HLDGS INC
COM
98585X104
9075
300000
SH
Put
SOLE
300000
0
0