Melvin Capital Management LP — Q2 2022 13F 持股

Name: Melvin Capital Management LP — 13F Holdings, Q2 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001628110

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化	4Q Trend
1	✓	Ikena Oncology INC	股票-其他	—	—	—

本季持股變動

Melvin Capital Management LP 於截至 Q2 2022 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	LYV	Live Nation Entertainment In	—	EXIT	清倉
2	HLT	Hilton Worldwide Holdings In	—	EXIT	清倉
3	AMZN	Amazon.com INC	—	EXIT	清倉
4	DDOG	Datadog INC - Class A	—	EXIT	清倉
5	BILL	Bill Holdings INC	—	EXIT	清倉
6	MSFT	Microsoft CORP	—	EXIT	清倉
7	EXPE	Expedia Group INC	—	EXIT	清倉
8	DT	Dynatrace INC	—	EXIT	清倉
9	V	Visa Inc-class A Shares	—	EXIT	清倉
10	RACE	Ferrari N.V.	—	EXIT	清倉
11	COTY	Coty Inc-cl A	—	EXIT	清倉
12	MAR	Marriott International -cl A	—	EXIT	清倉
13	UBER	Uber Technologies INC	—	EXIT	清倉
14	MLM	Martin Marietta Materials	—	EXIT	清倉
15	H	Hyatt Hotels CORP - Cl A	—	EXIT	清倉
16	WMG	Warner Music Group Corp-cl A	—	EXIT	清倉
17	IT	Gartner INC	—	EXIT	清倉
18	NOW	Servicenow INC	—	EXIT	清倉
19	TEAM	Atlassian Corporation	—	EXIT	清倉
20	SPOT	Spotify Technology S.A.	—	EXIT	清倉
21	CRL	Charles River Laboratories	—	EXIT	清倉
22	DLTR	Dollar Tree INC	—	EXIT	清倉
23	SNOW	Snowflake INC	—	EXIT	清倉
24	MRVL	Marvell Technology INC	—	EXIT	清倉
25	IAA-WUSD	Iaa INC	—	EXIT	清倉
26	✓	Laboratory CORP Amer Hldgs	—	EXIT	清倉
27	BBWI	Bath & Body Works INC	—	EXIT	清倉
28	DPZ	Domino's Pizza INC	—	EXIT	清倉
29	ASML	ASML Holding N.V.	—	EXIT	清倉
30	SPGI	S&p Global INC	—	EXIT	清倉
31	TXRH	Texas Roadhouse INC	—	EXIT	清倉
32	MGM	Mgm Resorts International	—	EXIT	清倉
33	CSGP	Costar Group INC	—	EXIT	清倉
34	TCOM	Trip.com Group Ltd-adr	—	EXIT	清倉
35	PRKS	United Parks & Resorts INC	—	EXIT	清倉
36	AZO	Autozone INC	—	EXIT	清倉
37	CPRI	Capri Holdings Limited	—	EXIT	清倉
38	AAP	Advance Auto Parts INC	—	EXIT	清倉
39	ALGN	Align Technology INC	—	EXIT	清倉
40	PAGS	PagSeguro Digital Ltd.	—	EXIT	清倉
41	FND	Floor & Decor Holdings Inc-a	—	EXIT	清倉
42	DE	Deere & Co	—	EXIT	清倉
43	MLCO	Melco Resorts & Entert-adr	—	EXIT	清倉
44	LAUR	Laureate Education INC	—	EXIT	清倉
45	✓	Ikena Oncology INC	—	—	不變