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Melvin Capital Management LP 13F filings

Manager(s): Gabriel Plotkin

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Holdings as of 2020-06-30

Filed on 2020-08-14 under CIK 1628110

Company name, stock class and CUSIPValue (x$1000) Shares
AUTOZONE INC
COM 053332102
$984,263$848,903872,481 sh712,481 sh
445%
AMAZON COM INC
COM 023135106
$859,654-$63,729311,602 sh-161,996 sh
-34%
FISERV INC
COM 337738108
$814,608$596,1318,344,683 sh6,044,683 sh
263%
Booking Holdings Inc
COM 09857L108
$714,493$332,210448,706 sh164,548 sh
58%
EXPEDIA GROUP INC.
COM 30212P303
$635,218$481,0387,727,712 sh4,987,712 sh
182%
ALIBABA GROUP HLDG LTD
SPONSORED ADS 01609W102
$619,059$619,059Call options for
2,870,000 sh
2,870,000 sh
NEW
ADVANCE AUTO PARTS
COM 00751Y106
$551,169$500,7763,869,209 sh3,329,209 sh
617%
FISERV INC
COM 337738108
$524,219$524,219Call options for
5,370,000 sh
5,370,000 sh
NEW
ALIBABA GROUP HLDG LTD
SPONSORED ADS 01609W102
$510,814-$41,8162,368,168 sh-473,409 sh
-17%
MICROSOFT CORP
COM 594918104
$507,312$80,5072,492,810 sh-213,454 sh
-8%
Paypal Hldgs Inc.
COM 70450Y103
$499,471$288,8432,866,733 sh666,733 sh
30%
JD.COM INC
SPON ADR CL A 47215P106
$472,555$298,4057,852,355 sh3,552,355 sh
83%
FAIR ISAAC CORP
COM 303250104
$441,450$144,5291,056,000 sh91,000 sh
9%
Salesforce.com
COM 79466L302
$420,279$89,0762,243,520 sh-56,817 sh
-2%
L BRANDS INC
COM 501797104
$414,689$345,32927,701,362 sh21,701,362 sh
362%
Booking Holdings Inc
COM 09857L108
$398,085$398,085Call options for
250,000 sh
250,000 sh
NEW
Dominos Pizza, Inc.
COM 25754A201
$345,354$134,708934,805 sh284,805 sh
44%
FLEETCOR TECHNOLOGIES INC
COM 339041105
$344,859$66,7801,371,046 sh-119,674 sh
-8%
SERVICENOW INC
COM 81762P102
$340,787$88,730841,325 sh-38,210 sh
-4%
FIDELITY NATL INFORMATION SERV
COM 31620M106
$334,262-$250,0502,492,815 sh-2,310,802 sh
-48%
MasterCard, Inc.
COM 57636Q104
$313,278$168,3421,059,444 sh459,444 sh
77%
LAS VEGAS SANDS CORP
COM 517834107
$272,454-$43,6185,982,747 sh-1,459,500 sh
-20%
Visa Inc.
COM 92826C839
$270,438$101,2621,400,000 sh350,000 sh
33%
JD.COM INC
SPON ADR CL A 47215P106
$270,208$270,208Call options for
4,490,000 sh
4,490,000 sh
NEW
EXPEDIA GROUP INC.
COM 30212P303
$235,914$235,914Call options for
2,870,000 sh
2,870,000 sh
NEW
DOCUSIGN INC
COM 256163106
$214,644$214,6441,246,407 sh1,246,407 sh
NEW
CoStar Group, Inc.
COM 22160N109
$191,881-$165,677270,000 sh-338,910 sh
-56%
HYATT HOTELS CORP
COM CL A 448579102
$177,272$52,7323,525,000 sh925,000 sh
36%
LABORATORY CORP OF AMERICA HOL
COM 50540R409
$166,110-$158,8321,000,000 sh-1,570,950 sh
-61%
GARTNER INC
COM 366651107
$163,796$53,2731,350,000 sh240,000 sh
22%
THE WENDY'S CO
COM 95058W100
$163,350$81,5107,500,000 sh2,000,000 sh
36%
YUM BRANDS INC
COM 988498101
$156,438$94,7611,800,000 sh900,000 sh
100%
Twilio Inc Cl A
COM 90138F102
$142,623$142,623650,000 sh650,000 sh
NEW
DECKERS OUTDOOR CORP
COM 243537107
$142,383$51,933725,000 sh50,000 sh
7%
FERRARI N V
COM N3167Y103
$141,938-$2,810830,000 sh-118,730 sh
-13%
Adobe Inc Com
cs 00724F101
$137,123$17,783315,000 sh-60,000 sh
-16%
SEA LTD
SPONSORED ADS 81141R100
$134,050$134,0501,250,000 sh1,250,000 sh
NEW
Alphabet Inc., Cl. A
COM 02079K305
$127,625$127,62590,000 sh90,000 sh
NEW
IAA INC
COM 449253103
$123,424-$22,6313,200,000 sh-1,675,000 sh
-34%
AMERICAN EAGLE OUTFITTERS IN
COM 02553E106
$119,900$119,90011,000,000 sh11,000,000 sh
NEW
Netflix Inc
cs 64110L106
$113,760-$149,090250,000 sh-450,000 sh
-64%
LOWES COS INC
COM 548661107
$108,096$108,096800,000 sh800,000 sh
NEW
ADVANCE AUTO PARTS
COM 00751Y106
$106,838$106,838Call options for
750,000 sh
750,000 sh
NEW
Nuance Communications, Inc.
COM 67020Y100
$106,281$106,2814,200,000 sh4,200,000 sh
NEW
WYNN RESORTS LTD
COM 983134107
$104,286$6,5511,400,000 sh-223,768 sh
-14%
HILTON WORLDWIDE HOLDINGS INC
COM 43300A203
$102,830$102,8301,400,000 sh1,400,000 sh
NEW
MYLAN N V
SHS EURO N59465109
$102,590$456Put options for
6,380,000 sh
-470,000 sh
-7%
TEMPUR SEALY INTL INC COM
COM 88023U101
$100,730$100,7301,400,000 sh1,400,000 sh
NEW
MEDIFAST INC
COM 58470H101
$98,527$86,027Put options for
710,000 sh
510,000 sh
255%
Pinterest, Inc.
COM 72352L106
$97,548$97,5484,400,000 sh4,400,000 sh
NEW
Facebook, Inc.
COM 30303M102
$96,505-$170,375425,000 sh-1,175,000 sh
-73%
ANAPLAN INC
COM 03272L108
$89,487$77,6861,975,000 sh1,585,000 sh
406%
BURLINGTON STORES INC
COM 122017106
$88,619$88,619450,000 sh450,000 sh
NEW
GSX TECHEDU INC
SPONSORED ADS 36257Y109
$83,986$83,986Put options for
1,400,000 sh
1,400,000 sh
NEW
AVIS BUDGET GROUP INC
COM 053774105
$78,971$78,9713,450,000 sh3,450,000 sh
NEW
VERISIGN INC
COM 92343E102
$77,561-$93,525375,000 sh-575,000 sh
-61%
DARDEN RESTAURANTS INC
COM 237194105
$75,770-$99,8641,000,000 sh-2,225,000 sh
-69%
DUNKIN BRANDS GROUP INC
COM 265504100
$65,230$65,2301,000,000 sh1,000,000 sh
NEW
TEXAS ROADHOUSE INC
COM 882681109
$63,084$63,0841,200,000 sh1,200,000 sh
NEW
CHURCH & DWIGHT INC
COM 171340102
$48,699$48,699Put options for
630,000 sh
630,000 sh
NEW
CROCS INC
COM 227046109
$45,105$17,0711,225,000 sh-425,000 sh
-26%
LIGAND PHARMA
COM 53220K504
$44,740$3,399Put options for
400,000 sh
-168,500 sh
-30%
BEST BUY INC
COM 086516101
$43,635$43,635Put options for
500,000 sh
500,000 sh
NEW
THOR INDS INC
COM 885160101
$40,481$29,092Put options for
380,000 sh
110,000 sh
41%
NEWELL BRANDS INC
COM 651229106
$39,700$33,0602,500,000 sh2,000,000 sh
400%
LAUDER ESTEE COS INC
CL A 518439104
$37,736-$49,901200,000 sh-350,000 sh
-64%
KROGER CO
COM 501044101
$34,527$34,527Put options for
1,020,000 sh
1,020,000 sh
NEW
ROBERT HALF INTL INC
COM 770323103
$32,755$32,755Put options for
620,000 sh
620,000 sh
NEW
WALGREENS BOOTS ALLIANCE INC
COM 931427108
$32,216$32,216Put options for
760,000 sh
760,000 sh
NEW
CERIDIAN H C M HOLDING I
COM 15677J108
$31,708$31,708400,000 sh400,000 sh
NEW
BED BATH & BEYOND INC
COM 075896100
$29,998$24,230Put options for
2,830,000 sh
1,460,000 sh
107%
Camping World Hldgs Inc Cl A
COM 13462K109
$27,160$24,315Put options for
1,000,000 sh
500,000 sh
100%
IRON MOUNTAIN INC
COM 46284V101
$26,622$13,532Put options for
1,020,000 sh
470,000 sh
85%
Hannon Armstrong Sust Infr Cap
COM 41068X100
$22,768-$1,724Put options for
800,000 sh
-400,000 sh
-33%
ANAPLAN INC
COM 03272L108
$22,655$22,655Call options for
500,000 sh
500,000 sh
NEW
BILL COM HLDGS INC
COM 090043100
$22,553$22,553250,000 sh250,000 sh
NEW
Pinterest, Inc.
COM 72352L106
$22,170$22,170Call options for
1,000,000 sh
1,000,000 sh
NEW
TEMPUR SEALY INTL INC COM
COM 88023U101
$21,585$21,585Call options for
300,000 sh
300,000 sh
NEW
FAIR ISAAC CORP
COM 303250104
$20,902$20,902Call options for
50,000 sh
50,000 sh
NEW
MOHAWK INDS INC
COM 608190104
$20,352$20,352Put options for
200,000 sh
200,000 sh
NEW
NATIONAL BEVERAGE CORP
COM 635017106
$18,306$1,246Put options for
300,000 sh
-100,000 sh
-25%
GAMESTOP CORP NEW CL A
COM 36467W109
$14,756$4,956Put options for
3,400,000 sh
600,000 sh
21%
MALLINCKRODT PUB LTD CO
SHS G5785G107
$10,827$1,679Put options for
4,040,000 sh
-580,000 sh
-13%
NIKE INC
CL B 654106103
$9,805$9,805100,000 sh100,000 sh
NEW
SUNPOWER CORP
COM 867652406
$7,660$7,660Put options for
1,000,000 sh
1,000,000 sh
NEW
CIMPRESS PLC
SHS EURO G2143T103
$7,634 Put options for
100,000 sh
 
TANGER FACTORY OUTLET CTRS I
COM 875465106
$7,130$7,130Put options for
1,000,000 sh
1,000,000 sh
NEW
LAUREATE EDUCATION INC
CL A 518613203
$6,008 602,864 sh 
TABULA RASA HEALTHCARE INC
COM 873379101
$5,473-$8,122Put options for
100,000 sh
-160,000 sh
-62%
DILLARDS INC
CL A 254067101
$5,158 Put options for
200,000 sh
 
TAILORED BRANDS INC
COM 87403A107
$469 Put options for
500,000 sh
 
TAKE-TWO INTERACTIVE SOFTWAR
COM 874054109
$0-$401,2370 sh-3,382,830 sh
-100%
COPART INC
COM 217204106
$0-$324,2300 sh-4,731,903 sh
-100%
NEW ORIENTAL ED & TECH GRP I
SPON ADR 647581107
$0-$285,6020 sh-2,638,604 sh
-100%
DOLLAR GEN CORP NEW
COM 256677105
$0-$135,9090 sh-900,000 sh
-100%
ADYEN NV
COM 00BZIHM42
$0-$121,5680 sh-143,000 sh
-100%
EQUIFAX INC
COM 294429105
$0-$95,5600 sh-800,000 sh
-100%
ANALOG DEVICES INC
COM 032654105
$0-$94,1330 sh-1,050,000 sh
-100%
IROBOT CORP
COM 462726100
$0-$72,393Put options for
0 sh
-1,770,000 sh
-100%
IQVIA Holdings Inc.
COM 46266C105
$0-$53,9300 sh-500,000 sh
-100%
Public Storage
COM 74460D109
$0-$41,708Put options for
0 sh
-210,000 sh
-100%
WHIRLPOOL CORP
COM 963320106
$0-$35,178Put options for
0 sh
-410,000 sh
-100%
Molson Coors Brewing Co
CL B 60871R209
$0-$31,988Put options for
0 sh
-820,000 sh
-100%
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADS 881624209
$0-$30,712Put options for
0 sh
-3,420,000 sh
-100%
DELTA AIR LINES INC DEL
COM NEW 247361702
$0-$28,530Put options for
0 sh
-1,000,000 sh
-100%
RESTAURANT BRANDS INTL INC
COM 76131D103
$0-$28,0210 sh-700,000 sh
-100%
CARMAX INC
COM 143130102
$0-$26,915Call options for
0 sh
-500,000 sh
-100%
PUMA SE
COM 005064722
$0-$26,4060 sh-440,000 sh
-100%
Lyft Inc
CL A COM 55087P104
$0-$24,165Put options for
0 sh
-900,000 sh
-100%
Wayfair
COM 94419L101
$0-$21,910Put options for
0 sh
-410,000 sh
-100%
ROYAL CARIBBEAN CRUISES LTD
COM V7780T103
$0-$21,876Put options for
0 sh
-680,000 sh
-100%
ULTA BEAUTY INC
COM 90384S303
$0-$17,5700 sh-100,000 sh
-100%
Marriott Vacations
COM 57164Y107
$0-$16,674Put options for
0 sh
-300,000 sh
-100%
HOST HOTELS & RESORTS, INC
COM 44107P104
$0-$16,560Put options for
0 sh
-1,500,000 sh
-100%
UNITED AIRLINES HLDGS INC
COM 910047109
$0-$15,775Put options for
0 sh
-500,000 sh
-100%
ADTALEM GLOBAL ED INC
COM 00737L103
$0-$10,716Put options for
0 sh
-400,000 sh
-100%
DOLLAR TREE INC
COM 256746108
$0-$9,1840 sh-125,000 sh
-100%
CARVANA CO
CL A 146869102
$0-$8,264Put options for
0 sh
-150,000 sh
-100%
HEALTHCARE SVCS GRP INC
COM 421906108
$0-$7,173Put options for
0 sh
-300,000 sh
-100%
CARNIVAL CORP
UNIT 99/99/9999 143658300
$0-$6,585Put options for
0 sh
-500,000 sh
-100%
STITCH FIX INC
COM CL A 860897107
$0-$6,350Put options for
0 sh
-500,000 sh
-100%
LUCKIN COFFEE INC
SPONSORED ADS 54951L109
$0-$5,438Call options for
0 sh
-200,000 sh
-100%
SmileDirectClub Inc
COM 83192H106
$0-$4,6700 sh-1,000,000 sh
-100%
BUCKLE INC
COM 118440106
$0-$4,113Put options for
0 sh
-300,000 sh
-100%
MADISON SQUARE GARDEN CO CLASS
COM 55825T103
$0-$1,0910 sh-5,160 sh
-100%
PENNSYLVANIA RL ESTATE INVT
SH BEN INT 709102107
$0-$273Put options for
0 sh
-300,000 sh
-100%
WASHINGTON PRIME GROUP NEW
COM 93964W108
$0-$242Put options for
0 sh
-300,000 sh
-100%