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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Melvin Capital Management LP INSTITUTION : Melvin Capital Management LP
Melvin Capital Management LP Portfolio (reported on 2019-11-14)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 1,331,198,000 7,960,282 10.77%
SERVICENOW INC    (COM) NOW 834,066,000 3,285,666 6.75%
AMAZON COM INC    (COM) AMZN 622,287,000 358,479 5.03%
ADOBE INC    (COM) ADBE 551,516,000 1,996,437 4.46%
FIDELITY NATL INFORMATION SV    (COM) FIS 467,163,000 3,518,854 3.78%
LAS VEGAS SANDS CORP    (COM) LVS 451,555,000 7,817,778 3.65%
MASTERCARD INC    (CL A) MA 407,104,000 1,499,077 3.29%
ADVANCE AUTO PARTS INC    (COM) AAP 387,916,000 2,345,318 3.14%
BOOKING HLDGS INC    (COM) 383,749,000 195,530 3.10%
LABORATORY CORP AMER HLDGS    (COM NEW) LH 339,440,000 2,020,477 2.74%
FLEETCOR TECHNOLOGIES INC    (COM) FLT 331,816,000 1,157,038 2.68%
SALESFORCE COM INC    (COM) CRM 328,842,000 2,215,316 2.66%
TAKE-TWO INTERACTIVE SOFTWAR    (COM) TTWO 313,699,000 2,502,785 2.54%
FERRARI N V    (COM) RACE 311,338,000 2,020,495 2.52%
ANAPLAN INC    (COM) 269,960,000 5,743,820 2.18%
COSTAR GROUP INC    (COM) CSGP 262,910,000 443,206 2.12%
PAGSEGURO DIGITAL LTD    (COM CL A) 247,506,000 5,344,540 2.00%
WYNN RESORTS LTD    (COM) WYNN 239,184,000 2,200,000 1.93%
FACEBOOK INC    (CL A) FB 232,137,000 1,303,557 1.87%
NEW ORIENTAL ED & TECH GRP I    (SPON ADR) EDU 204,906,000 1,850,000 1.65%
FISERV INC    (COM) FISV 174,031,000 1,680,000 1.40%
LULULEMON ATHLETICA INC    (COM) LULU 154,024,000 800,000 1.24%
RESTAURANT BRANDS INTL INC    (COM) QSR 150,612,000 2,117,120 1.21%
NETFLIX INC    (COM) NFLX 147,191,000 550,000 1.19%
DOLLAR GEN CORP NEW    (COM) DG 139,073,000 875,000 1.12%
PAPA JOHNS INTL INC    (COM) PZZA 133,493,000 2,550,000 1.08%
LAUREATE EDUCATION INC    (CL A) 121,428,000 7,326,000 0.98%
IQVIA HLDGS INC    (COM) 119,504,000 800,000 0.96%
GARTNER INC    (COM) IT 114,392,000 800,000 0.92%
ETSY INC    (COM) ETSY 113,000,000 2,000,000 0.91%
PUMA SE    (COM) 112,989,000 1,460,000 0.91%
JD COM INC    (SPON ADR CL A) JD 112,840,000 4,000,000 0.91%
HYATT HOTELS CORP    (COM CL A) H 110,505,000 1,500,000 0.89%
LAUDER ESTEE COS INC    (CL A) EL 109,423,000 550,000 0.88%
MCDONALDS CORP    (COM) MCD 107,355,000 500,000 0.86%
IAA INC    (COM) 102,239,000 2,450,000 0.82%
SEA LTD    (SPONSORED ADS) 95,945,000 3,100,000 0.77%
VISA INC    (COM CL A) V 94,606,000 550,000 0.76%
ADYEN NV    (COM) 89,596,000 136,000 0.72%
TEVA PHARMACEUTICAL INDS LTD    (SPONSORED ADS) TEVA 85,243,000 12,390,000 0.69%
TWITTER INC    (COM) TWTR 82,400,000 2,000,000 0.66%
CHEWY INC    (CL A) 78,656,000 3,200,000 0.63%
LUCKIN COFFEE INC    (SPONSORED ADS) 72,200,000 3,800,000 0.58%
TESLA INC    (COM) TSLA 65,035,000 270,000 0.52%
MEDIFAST INC    (COM) MED 63,214,000 610,000 0.51%
COUPA SOFTWARE INC    (COM) 61,546,000 475,000 0.49%
CROCS INC    (COM) CROX 58,296,000 2,100,000 0.47%
LEGGETT & PLATT INC    (COM) LEG 55,269,000 1,350,000 0.44%
LIGAND PHARMACEUTICALS INC    (COM NEW) LGND 49,770,000 500,000 0.40%
HASBRO INC    (COM) HAS 44,509,000 375,000 0.36%
CARVANA CO    (CL A) 42,900,000 650,000 0.34%
NATIONAL BEVERAGE CORP    (COM) FIZZ 42,142,000 950,000 0.34%
PAYPAL HLDGS INC    (COM) PYPL 41,436,000 400,000 0.33%
ATLASSIAN CORP PLC    (CL A) TEAM 40,768,000 325,000 0.33%
STITCH FIX INC    (COM CL A) 36,383,000 1,890,000 0.29%
QURATE RETAIL INC    (COM SER A) 35,329,000 3,425,000 0.28%
MACERICH CO    (COM) MAC 34,117,000 1,080,000 0.27%
CENTURYLINK INC    (COM) CTL 33,696,000 2,700,000 0.27%
LENNAR CORP    (CL A) LEN 33,510,000 600,000 0.27%
MYLAN N V    (SHS EURO) MYL 32,241,000 1,630,000 0.26%
WHIRLPOOL CORP    (COM) WHR 31,672,000 200,000 0.25%
TANGER FACTORY OUTLET CTRS I    (COM) SKT 30,960,000 2,000,000 0.25%
ARMSTRONG WORLD INDS INC NEW    (COM) AWI 27,076,000 280,000 0.21%
NEWELL BRANDS INC    (COM) NWL 26,208,000 1,400,000 0.21%
CARDTRONICS PLC    (SHS CL A) 24,192,000 800,000 0.19%
NORDSTROM INC    (COM) JWN 22,559,000 670,000 0.18%
GAMESTOP CORP NEW    (CL A) GME 22,080,000 4,000,000 0.17%
HANESBRANDS INC    (COM) HBI 21,448,000 1,400,000 0.17%
CIMPRESS N V    (SHS EURO) CMPR 19,776,000 150,000 0.16%
MSC INDL DIRECT INC    (CL A) MSM 19,583,000 270,000 0.15%
RALPH LAUREN CORP    (CL A) RL 19,094,000 200,000 0.15%
WW INTL INC    (COM) 18,910,000 500,000 0.15%
MALLINCKRODT PUB LTD CO    (SHS) MNK 18,726,000 7,770,000 0.15%
STAMPS COM INC    (COM NEW) STMP 14,890,000 200,000 0.12%
SIGNET JEWELERS LIMITED    (SHS) SIG 13,576,000 810,000 0.10%
DILLARDS INC    (CL A) DDS 13,222,000 200,000 0.10%
IQIYI INC    (SPONSORED ADS) 12,904,000 800,000 0.10%
IROBOT CORP    (COM) IRBT 12,334,000 200,000 0.09%
YUM BRANDS INC    (COM) YUM 11,343,000 100,000 0.09%
GREEN DOT CORP    (CL A) GDOT 10,100,000 400,000 0.08%
LUMBER LIQUIDATORS HLDGS INC    (COM) LL 9,870,000 1,000,000 0.07%
COVETRUS INC    (COM) 9,512,000 800,000 0.07%
SEAWORLD ENTMT INC    (COM) SEAS 9,212,000 350,000 0.07%
ZUMIEZ INC    (COM) ZUMZ 6,335,000 200,000 0.05%
SHUTTERSTOCK INC    (COM) SSTK 5,418,000 150,000 0.04%
TAILORED BRANDS INC    (COM) 4,840,000 1,100,000 0.03%
ADT INC    (COM) 2,508,000 400,000 0.02%
CBL & ASSOC PPTYS INC    (COM) CBL 1,290,000 1,000,000 0.01%
Total Value As 2019-09-30: 12,348,836,000 SEC FILING
* Portfolios do not reflect changes after reporting
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