Melvin Capital Management LP Buys Snowflake Inc, Uber Technologies Inc, Autodesk Inc, Sells Fiserv Inc, Facebook Inc, Expedia Group Inc

New York, NY, based Investment company Melvin Capital Management LP (Current Portfolio) buys Snowflake Inc, Uber Technologies Inc, Autodesk Inc, Starbucks Corp, US Foods Holding Corp, sells Fiserv Inc, Facebook Inc, Expedia Group Inc, Booking Holdings Inc, L Brands Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Melvin Capital Management LP. As of 2021Q1, Melvin Capital Management LP owns 82 stocks with a total value of $17.5 billion. These are the details of the buys and sells.

For the details of Melvin Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/melvin+capital+management+lp/current-portfolio/portfolio

These are the top 5 holdings of Melvin Capital Management LP
  1. Expedia Group Inc (EXPE) - 5,100,000 shares, 5.02% of the total portfolio. Shares reduced by 57.24%
  2. Mastercard Inc (MA) - 2,000,000 shares, 4.07% of the total portfolio. Shares reduced by 35.62%
  3. Visa Inc (V) - 3,300,000 shares, 3.99% of the total portfolio. Shares reduced by 8.41%
  4. Alphabet Inc (GOOGL) - 327,000 shares, 3.85% of the total portfolio. Shares reduced by 29.8%
  5. Visa Inc (V) - 3,000,000 shares, 3.63% of the total portfolio.
New Purchase: Snowflake Inc (SNOW)

Melvin Capital Management LP initiated holding in Snowflake Inc. The purchase prices were between $208.6 and $314.29, with an estimated average price of $267.41. The stock is now traded at around $223.350000. The impact to a portfolio due to this purchase was 2%. The holding were 1,525,000 shares as of 2021-03-31.

New Purchase: Uber Technologies Inc (UBER)

Melvin Capital Management LP initiated holding in Uber Technologies Inc. The purchase prices were between $48.11 and $63.18, with an estimated average price of $55.88. The stock is now traded at around $49.615000. The impact to a portfolio due to this purchase was 1.74%. The holding were 5,600,000 shares as of 2021-03-31.

New Purchase: Autodesk Inc (ADSK)

Melvin Capital Management LP initiated holding in Autodesk Inc. The purchase prices were between $253.1 and $320.13, with an estimated average price of $288.65. The stock is now traded at around $273.650000. The impact to a portfolio due to this purchase was 1.66%. The holding were 1,050,000 shares as of 2021-03-31.

New Purchase: Starbucks Corp (SBUX)

Melvin Capital Management LP initiated holding in Starbucks Corp. The purchase prices were between $96.81 and $111.34, with an estimated average price of $105. The stock is now traded at around $111.630000. The impact to a portfolio due to this purchase was 1.56%. The holding were 2,500,000 shares as of 2021-03-31.

New Purchase: US Foods Holding Corp (USFD)

Melvin Capital Management LP initiated holding in US Foods Holding Corp. The purchase prices were between $30.99 and $40.43, with an estimated average price of $36.16. The stock is now traded at around $38.195000. The impact to a portfolio due to this purchase was 1.49%. The holding were 6,850,000 shares as of 2021-03-31.

New Purchase: NetEase Inc (NTES)

Melvin Capital Management LP initiated holding in NetEase Inc. The purchase prices were between $96.74 and $132.47, with an estimated average price of $113.47. The stock is now traded at around $108.340000. The impact to a portfolio due to this purchase was 1.47%. The holding were 2,500,000 shares as of 2021-03-31.

Added: IAC/InterActiveCorp (IAC)

Melvin Capital Management LP added to a holding in IAC/InterActiveCorp by 353.73%. The purchase prices were between $186.94 and $263.29, with an estimated average price of $228.07. The stock is now traded at around $235.300000. The impact to a portfolio due to this purchase was 1.47%. The holding were 1,520,000 shares as of 2021-03-31.

Added: Laboratory Corp of America Holdings (LH)

Melvin Capital Management LP added to a holding in Laboratory Corp of America Holdings by 73.41%. The purchase prices were between $204.88 and $255.03, with an estimated average price of $233.67. The stock is now traded at around $267.530000. The impact to a portfolio due to this purchase was 0.93%. The holding were 1,500,000 shares as of 2021-03-31.

Added: Netflix Inc (NFLX)

Melvin Capital Management LP added to a holding in Netflix Inc by 75.00%. The purchase prices were between $493.33 and $586.34, with an estimated average price of $530.86. The stock is now traded at around $488.450000. The impact to a portfolio due to this purchase was 0.9%. The holding were 700,000 shares as of 2021-03-31.

Added: Amazon.com Inc (AMZN)

Melvin Capital Management LP added to a holding in Amazon.com Inc by 47.06%. The purchase prices were between $2951.95 and $3380, with an estimated average price of $3171.97. The stock is now traded at around $3250.840000. The impact to a portfolio due to this purchase was 0.71%. The holding were 125,000 shares as of 2021-03-31.

Added: PagSeguro Digital Ltd (PAGS)

Melvin Capital Management LP added to a holding in PagSeguro Digital Ltd by 77.14%. The purchase prices were between $44.3 and $61.92, with an estimated average price of $53.73. The stock is now traded at around $42.040000. The impact to a portfolio due to this purchase was 0.71%. The holding were 6,200,000 shares as of 2021-03-31.

Added: Ferrari NV (RACE)

Melvin Capital Management LP added to a holding in Ferrari NV by 95.24%. The purchase prices were between $187.78 and $227.01, with an estimated average price of $204.76. The stock is now traded at around $203.770000. The impact to a portfolio due to this purchase was 0.6%. The holding were 1,025,000 shares as of 2021-03-31.

Sold Out: Fiserv Inc (FISV)

Melvin Capital Management LP sold out a holding in Fiserv Inc. The sale prices were between $102.69 and $124.13, with an estimated average price of $114.68.

Sold Out: Adobe Inc (ADBE)

Melvin Capital Management LP sold out a holding in Adobe Inc. The sale prices were between $421.2 and $501.64, with an estimated average price of $467.93.

Sold Out: Advanced Micro Devices Inc (AMD)

Melvin Capital Management LP sold out a holding in Advanced Micro Devices Inc. The sale prices were between $73.96 and $97.25, with an estimated average price of $86.23.

Sold Out: MercadoLibre Inc (MELI)

Melvin Capital Management LP sold out a holding in MercadoLibre Inc. The sale prices were between $1369.54 and $1984.34, with an estimated average price of $1700.69.

Sold Out: JD.com Inc (JD)

Melvin Capital Management LP sold out a holding in JD.com Inc. The sale prices were between $78.71 and $106.88, with an estimated average price of $91.81.

Sold Out: Microsoft Corp (MSFT)

Melvin Capital Management LP sold out a holding in Microsoft Corp. The sale prices were between $212.25 and $244.99, with an estimated average price of $232.23.



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