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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 2020-05-15)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
AMAZON COM INC    (COM) AMZN 923,383,000 473,598 7.36%
AUTOZONE INC    (COM) AZO 667,667,000 789,204 5.32%
EXPEDIA GROUP INC    (COM NEW) EXPE 633,867,000 11,264,732 5.05%
FIDELITY NATL INFORMATION SV    (COM) FIS 584,312,000 4,803,617 4.65%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 552,630,000 2,841,577 4.40%
MICROSOFT CORP    (COM) MSFT 426,805,000 2,706,264 3.40%
TAKE-TWO INTERACTIVE SOFTWAR    (COM) TTWO 401,237,000 3,382,830 3.19%
BOOKING HLDGS INC    (COM) 382,283,000 284,158 3.04%
ADVANCE AUTO PARTS INC    (COM) AAP 359,765,000 3,855,173 2.86%
COSTAR GROUP INC    (COM) CSGP 357,558,000 608,910 2.85%
SALESFORCE COM INC    (COM) CRM 331,203,000 2,300,337 2.64%
LABORATORY CORP AMER HLDGS    (COM NEW) LH 324,942,000 2,570,950 2.59%
COPART INC    (COM) CPRT 324,230,000 4,731,903 2.58%
LAS VEGAS SANDS CORP    (COM) LVS 316,072,000 7,442,247 2.51%
FAIR ISAAC CORP    (COM) FIC 296,921,000 965,000 2.36%
NEW ORIENTAL ED & TECH GRP I    (SPON ADR) EDU 285,602,000 2,638,604 2.27%
FLEETCOR TECHNOLOGIES INC    (COM) FLT 278,079,000 1,490,720 2.21%
FACEBOOK INC    (CL A) FB 266,880,000 1,600,000 2.12%
NETFLIX INC    (COM) NFLX 262,850,000 700,000 2.09%
SERVICENOW INC    (COM) NOW 252,057,000 879,535 2.00%
L BRANDS INC    (COM) LTD 219,640,000 19,000,000 1.75%
FISERV INC    (COM) FISV 218,477,000 2,300,000 1.74%
DOMINOS PIZZA INC    (COM) DPZ 210,646,000 650,000 1.67%
PAYPAL HLDGS INC    (COM) PYPL 210,628,000 2,200,000 1.67%
DARDEN RESTAURANTS INC    (COM) DRI 175,634,000 3,225,000 1.40%
JD COM INC    (SPON ADR CL A) JD 174,150,000 4,300,000 1.38%
VERISIGN INC    (COM) VRSN 171,086,000 950,000 1.36%
VISA INC    (COM CL A) V 169,176,000 1,050,000 1.34%
ANAPLAN INC    (COM) 150,997,000 4,990,000 1.20%
IAA INC    (COM) 146,055,000 4,875,000 1.16%
MASTERCARD INC    (CL A) MA 144,936,000 600,000 1.15%
FERRARI N V    (COM) RACE 144,748,000 948,730 1.15%
DOLLAR GEN CORP NEW    (COM) DG 135,909,000 900,000 1.08%
HYATT HOTELS CORP    (COM CL A) H 124,540,000 2,600,000 0.99%
ADYEN NV    (COM) 121,568,000 143,000 0.96%
ADOBE INC    (COM) ADBE 119,340,000 375,000 0.95%
GARTNER INC    (COM) IT 110,523,000 1,110,000 0.88%
MYLAN NV    (SHS EURO) MYL 102,134,000 6,850,000 0.81%
WYNN RESORTS LTD    (COM) WYNN 97,735,000 1,623,768 0.77%
EQUIFAX INC    (COM) EFX 95,560,000 800,000 0.76%
ANALOG DEVICES INC    (COM) ADI 94,133,000 1,050,000 0.75%
DECKERS OUTDOOR CORP    (COM) DECK 90,450,000 675,000 0.72%
LAUDER ESTEE COS INC    (CL A) EL 87,637,000 550,000 0.69%
WENDYS CO    (COM) WEN 81,840,000 5,500,000 0.65%
IROBOT CORP    (COM) IRBT 72,393,000 1,770,000 0.57%
LUCKIN COFFEE INC    (SPONSORED ADS) 70,694,000 2,600,000 0.56%
YUM BRANDS INC    (COM) YUM 61,677,000 900,000 0.49%
IQVIA HLDGS INC    (COM) 53,930,000 500,000 0.42%
PUBLIC STORAGE    (COM) PSA 41,708,000 210,000 0.33%
LIGAND PHARMACEUTICALS INC    (COM NEW) LGND 41,341,000 568,500 0.32%
WHIRLPOOL CORP    (COM) WHR 35,178,000 410,000 0.28%
MOLSON COORS BEVERAGE CO    (CL B) TAP 31,988,000 820,000 0.25%
TEVA PHARMACEUTICAL INDS LTD    (SPONSORED ADS) TEVA 30,712,000 3,420,000 0.24%
DELTA AIR LINES INC DEL    (COM NEW) DAL 28,530,000 1,000,000 0.22%
CROCS INC    (COM) CROX 28,034,000 1,650,000 0.22%
RESTAURANT BRANDS INTL INC    (COM) QSR 28,021,000 700,000 0.22%
CARMAX INC    (COM) KMX 26,915,000 500,000 0.21%
PUMA SE    (COM) 26,406,000 440,000 0.21%
HANNON ARMSTRONG SUST INFR C    (COM) HASI 24,492,000 1,200,000 0.19%
LYFT INC    (CL A COM) 24,165,000 900,000 0.19%
WAYFAIR INC    (CL A) W 21,910,000 410,000 0.17%
ROYAL CARIBBEAN CRUISES LTD    (COM) RCL 21,876,000 680,000 0.17%
ULTA BEAUTY INC    (COM) ULTA 17,570,000 100,000 0.14%
NATIONAL BEVERAGE CORP    (COM) FIZZ 17,060,000 400,000 0.13%
MARRIOTT VACTINS WORLDWID CO    (COM) VAC 16,674,000 300,000 0.13%
HOST HOTELS & RESORTS INC    (COM) HST 16,560,000 1,500,000 0.13%
UNITED AIRLS HLDGS INC    (COM) UAL 15,775,000 500,000 0.12%
TABULA RASA HEALTHCARE INC    (COM) 13,595,000 260,000 0.10%
IRON MTN INC NEW    (COM) IRM 13,090,000 550,000 0.10%
MEDIFAST INC    (COM) MED 12,500,000 200,000 0.09%
THOR INDS INC    (COM) THO 11,389,000 270,000 0.09%
ADTALEM GLOBAL ED INC    (COM) 10,716,000 400,000 0.08%
GAMESTOP CORP NEW    (CL A) GME 9,800,000 2,800,000 0.07%
DOLLAR TREE INC    (COM) DLTR 9,184,000 125,000 0.07%
MALLINCKRODT PUB LTD CO    (SHS) MNK 9,148,000 4,620,000 0.07%
CARVANA CO    (CL A) 8,264,000 150,000 0.06%
DILLARDS INC    (CL A) DDS 7,390,000 200,000 0.05%
HEALTHCARE SVCS GROUP INC    (COM) HCSG 7,173,000 300,000 0.05%
NEWELL BRANDS INC    (COM) NWL 6,640,000 500,000 0.05%
CARNIVAL CORP    (UNIT 99/99/9999) CCL 6,585,000 500,000 0.05%
STITCH FIX INC    (COM CL A) 6,350,000 500,000 0.05%
LAUREATE EDUCATION INC    (CL A) 6,336,000 602,864 0.05%
BED BATH & BEYOND INC    (COM) BBBY 5,768,000 1,370,000 0.04%
CIMPRESS PLC    (SHS EURO) 5,320,000 100,000 0.04%
SMILEDIRECTCLUB INC    (CL A COM) 4,670,000 1,000,000 0.03%
BUCKLE INC    (COM) BKE 4,113,000 300,000 0.03%
CAMPING WORLD HLDGS INC    (CL A) 2,845,000 500,000 0.02%
MADISON SQUARE GARDEN CO NEW    (CL A) MSG 1,091,000 5,160 0.00%
TAILORED BRANDS INC    (COM) 870,000 500,000 0.00%
PENNSYLVANIA RL ESTATE INVT    (SH BEN INT) PEI 273,000 300,000 0.00%
WASHINGTON PRIME GROUP NEW    (COM) 242,000 300,000 0.00%
Total Value As 2020-03-31: 12,542,846,000 SEC FILING
* Portfolios do not reflect changes after reporting
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