Melvin Capital Management LP Buys Alibaba Group Holding, Worldpay Inc, ServiceNow Inc, Sells Constellation Brands Inc, PayPal Holdings Inc, Align Technology Inc

New York, NY, based Investment company Melvin Capital Management LP buys Alibaba Group Holding, Worldpay Inc, ServiceNow Inc, Advance Auto Parts Inc, Salesforce.com Inc, Lululemon Athletica Inc, Twitter Inc, Las Vegas Sands Corp, Intuit Inc, McDonald's Corp, Facebook Inc, CoStar Group Inc, DocuSign Inc, Booking Holdings Inc, Domino's Pizza Inc, Lennar Corp, New Oriental Education & Technology Group Inc, Armstrong World Industries Inc, Canada Goose Holdings Inc, World Wrestling Entertainment Inc, Royal Caribbean Cruises, Turtle Beach Corp, sells Constellation Brands Inc, PayPal Holdings Inc, Align Technology Inc, PagSeguro Digital, Electronic Arts Inc, Wynn Resorts, Deere, Adobe Inc, Spotify Technology SA, Autodesk Inc, IAC/InterActiveCorp, Alphabet Inc, Yum Brands Inc, Workday Inc, Ferrari NV, Visa Inc, Planet Fitness Inc, L Brands Inc, HD Supply Holdings Inc, Hibbett Sports Inc, Seritage Growth Properties during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Melvin Capital Management LP. As of 2019Q1, Melvin Capital Management LP owns 84 stocks with a total value of $8.5 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. Netflix Inc (NFLX) - 1,114,024 shares, 4.65% of the total portfolio. Shares added by 11.88%
  2. Las Vegas Sands Corp (LVS) - 6,481,636 shares, 4.63% of the total portfolio. Shares added by 35.62%
  3. Worldpay Inc (WP) - 3,375,835 shares, 4.49% of the total portfolio. Shares added by 246.24%
  4. ServiceNow Inc (NOW) - 1,451,610 shares, 4.19% of the total portfolio. Shares added by 132.26%
  5. First Data Corp (FDC) - 12,828,172 shares, 3.95% of the total portfolio. Shares reduced by 3.37%
New Purchase: Alibaba Group Holding Ltd (BABA)

Melvin Capital Management LP initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $130.6 and $187.25, with an estimated average price of $167.49. The stock is now traded at around $175.83. The impact to a portfolio due to this purchase was 3.75%. The holding were 1,755,437 shares as of .

New Purchase: Advance Auto Parts Inc (AAP)

Melvin Capital Management LP initiated holding in Advance Auto Parts Inc. The purchase prices were between $151.77 and $170.53, with an estimated average price of $161.65. The stock is now traded at around $154.44. The impact to a portfolio due to this purchase was 2.16%. The holding were 1,080,271 shares as of .

New Purchase: Salesforce.com Inc (CRM)

Melvin Capital Management LP initiated holding in Salesforce.com Inc. The purchase prices were between $130.4 and $166.95, with an estimated average price of $154.74. The stock is now traded at around $154.51. The impact to a portfolio due to this purchase was 1.98%. The holding were 1,066,543 shares as of .

New Purchase: Lululemon Athletica Inc (LULU)

Melvin Capital Management LP initiated holding in Lululemon Athletica Inc. The purchase prices were between $121.61 and $167.54, with an estimated average price of $145.83. The stock is now traded at around $171.28. The impact to a portfolio due to this purchase was 1.54%. The holding were 800,000 shares as of .

New Purchase: Twitter Inc (TWTR)

Melvin Capital Management LP initiated holding in Twitter Inc. The purchase prices were between $27.99 and $34.37, with an estimated average price of $31.67. The stock is now traded at around $37.41. The impact to a portfolio due to this purchase was 1.23%. The holding were 3,200,000 shares as of .

New Purchase: McDonald's Corp (MCD)

Melvin Capital Management LP initiated holding in McDonald's Corp. The purchase prices were between $173.97 and $189.9, with an estimated average price of $181.41. The stock is now traded at around $197.96. The impact to a portfolio due to this purchase was 1%. The holding were 450,000 shares as of .

Added: Worldpay Inc (WP)

Melvin Capital Management LP added to a holding in Worldpay Inc by 246.24%. The purchase prices were between $72.47 and $113.5, with an estimated average price of $90.32. The stock is now traded at around $118.11. The impact to a portfolio due to this purchase was 3.19%. The holding were 3,375,835 shares as of .

Added: ServiceNow Inc (NOW)

Melvin Capital Management LP added to a holding in ServiceNow Inc by 132.26%. The purchase prices were between $169.12 and $250.95, with an estimated average price of $218.94. The stock is now traded at around $275.30. The impact to a portfolio due to this purchase was 2.39%. The holding were 1,451,610 shares as of .

Added: Las Vegas Sands Corp (LVS)

Melvin Capital Management LP added to a holding in Las Vegas Sands Corp by 35.62%. The purchase prices were between $52.05 and $61.78, with an estimated average price of $58.78. The stock is now traded at around $62.39. The impact to a portfolio due to this purchase was 1.22%. The holding were 6,481,636 shares as of .

Added: Domino's Pizza Inc (DPZ)

Melvin Capital Management LP added to a holding in Domino's Pizza Inc by 266.67%. The purchase prices were between $239.25 and $294.86, with an estimated average price of $260.3. The stock is now traded at around $274.39. The impact to a portfolio due to this purchase was 0.6%. The holding were 275,000 shares as of .

Added: New Oriental Education & Technology Group Inc (EDU)

Melvin Capital Management LP added to a holding in New Oriental Education & Technology Group Inc by 62.50%. The purchase prices were between $53.95 and $90.09, with an estimated average price of $74.87. The stock is now traded at around $85.76. The impact to a portfolio due to this purchase was 0.53%. The holding were 1,300,000 shares as of .

Added: Royal Caribbean Cruises Ltd (RCL)

Melvin Capital Management LP added to a holding in Royal Caribbean Cruises Ltd by 21.05%. The purchase prices were between $92.55 and $120.98, with an estimated average price of $113.45. The stock is now traded at around $122.75. The impact to a portfolio due to this purchase was 0.13%. The holding were 575,000 shares as of .

Sold Out: Constellation Brands Inc (STZ)

Melvin Capital Management LP sold out a holding in Constellation Brands Inc. The sale prices were between $150.94 and $175.33, with an estimated average price of $168.34.

Sold Out: Autodesk Inc (ADSK)

Melvin Capital Management LP sold out a holding in Autodesk Inc. The sale prices were between $121.85 and $164.28, with an estimated average price of $149.2.

Sold Out: IAC/InterActiveCorp (IAC)

Melvin Capital Management LP sold out a holding in IAC/InterActiveCorp. The sale prices were between $173.5 and $224, with an estimated average price of $206.73.

Sold Out: Alphabet Inc (GOOGL)

Melvin Capital Management LP sold out a holding in Alphabet Inc. The sale prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35.

Sold Out: Yum Brands Inc (YUM)

Melvin Capital Management LP sold out a holding in Yum Brands Inc. The sale prices were between $89.14 and $100.9, with an estimated average price of $94.61.

Sold Out: Workday Inc (WDAY)

Melvin Capital Management LP sold out a holding in Workday Inc. The sale prices were between $154.02 and $197.93, with an estimated average price of $181.52.



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