Gabriel Plotkin Closed Holding Positions

Melvin Capital Management LP

  • $0
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
8,100,000
$13.41 - $29.41 $109M - $238M
SIG
Signet Jewelers LTD

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
675,000
$61.92 - $95.38 $41.8M - $64.4M
AFRM
Affirm Holdings, Inc.

Technology
Q1 2022 Filed on May 16, 2022
2,700,000
$26.22 - $95.21 $70.8M - $257M
SNAP
Snap Inc

Communication Services
Q1 2022 Filed on May 16, 2022
3,500,000
$24.5 - $46.59 $85.8M - $163M
AMPL
Amplitude, Inc.

Technology
Q1 2022 Filed on May 16, 2022
1,750,000
$15.44 - $52.9 $27M - $92.6M
AFRM
Affirm Holdings, Inc.

Technology
Q1 2022 Filed on May 16, 2022
3,200,000
$26.22 - $95.21 $83.9M - $305M
DASH
Door Dash, Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
400,000
$76.06 - $145.34 $30.4M - $58.1M
META
Meta Platforms, Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
850,000
$186.63 - $338.54 $159M - $288M
SNAP
Snap Inc

Communication Services
Q1 2022 Filed on May 16, 2022
3,500,000
$24.5 - $46.59 $85.8M - $163M
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
700,000
$202.19 - $259.81 $142M - $182M
TTWO
Take Two Interactive Software Inc

Communication Services
Q1 2022 Filed on May 16, 2022
150,000
$141.82 - $181.9 $21.3M - $27.3M
EFX
Equifax Inc

Industrials
Q1 2022 Filed on May 16, 2022
200,000
$208.16 - $285.61 $41.6M - $57.1M
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
730,000
$173.16 - $289.0 $126M - $211M
MNST
Monster Beverage Corp

Consumer Defensive
Q1 2022 Filed on May 16, 2022
1,300,000
$72.49 - $97.74 $94.2M - $127M
OPEN
Opendoor Technologies Inc.

Real Estate
Q1 2022 Filed on May 16, 2022
1,000,000
$6.47 - $15.07 $6.47M - $15.1M
HTZ
Hertz Global Holdings, Inc

Industrials
Q1 2022 Filed on May 16, 2022
500,000
$17.19 - $24.75 $8.6M - $12.4M
TRU
Trans Union

Industrials
Q4 2021 Filed on Feb 14, 2022
563,000
$109.41 - $119.35 $61.6M - $67.2M
MA
Mastercard Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
2,000,000
$306.28 - $369.56 $613M - $739M
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
1,000,000
$57.28 - $81.19 $57.3M - $81.2M
MCD
Mcdonalds Corp

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
1,075,000
$236.42 - $268.49 $254M - $289M
PVH
Pvh Corp.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
975,000
$94.49 - $123.26 $92.1M - $120M
NKE
Nike, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
150,000
$147.06 - $177.51 $22.1M - $26.6M
Anaplan Inc
Q4 2021 Filed on Feb 14, 2022
2,300,000
N/A
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
115,000
$2067.01 - $2648.2 $238M - $305M
USFD
Us Foods Holding Corp.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
500,000
$30.13 - $38.56 $15.1M - $19.3M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
800,000
$32.81 - $47.85 $26.2M - $38.3M
USFD
Us Foods Holding Corp.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
2,800,000
$30.13 - $38.56 $84.4M - $108M
TJX
Tjx Companies Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
1,100,000
$62.97 - $75.92 $69.3M - $83.5M
GOOGL
Alphabet Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
105,000
$133.66 - $149.84 $14M - $15.7M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
225,000
$146.27 - $171.08 $32.9M - $38.5M
SE
Sea LTD

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
1,025,000
$205.68 - $366.99 $211M - $376M
FICO
Fair Isaac Corp

Technology
Q4 2021 Filed on Feb 14, 2022
400,000
$345.62 - $439.63 $138M - $176M
TWTR
Twitter, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
500,000
$42.07 - $66.11 $21M - $33.1M
TWTR
Twitter, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
1,800,000
$42.07 - $66.11 $75.7M - $119M
V
Visa Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
500,000
$190.16 - $233.88 $95.1M - $117M
DRI
Darden Restaurants Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
500,000
$136.66 - $157.34 $68.3M - $78.7M
MA
Mastercard Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
1,200,000
$306.28 - $369.56 $368M - $443M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
3,249,418
$46.78 - $58.9 $152M - $191M
PZZA
Papa Johns International Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
25,000
$118.66 - $140.01 $2.97M - $3.5M
ONON
On Holding Ag

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
175,000
$29.09 - $51.45 $5.09M - $9M
FICO
Fair Isaac Corp

Technology
Q4 2021 Filed on Feb 14, 2022
150,000
$345.62 - $439.63 $51.8M - $65.9M
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
1,600,000
$57.28 - $81.19 $91.6M - $130M
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
1,300,000
$158.3 - $265.08 $206M - $345M
ADSK
Autodesk, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
935,000
$279.35 - $342.27 $261M - $320M
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
275,000
$360.2 - $439.94 $99.1M - $121M
NTES
Net Ease, Inc.

Communication Services
Q3 2021 Filed on Nov 15, 2021
1,650,000
$78.92 - $114.41 $130M - $189M
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
4,750,000
$62.19 - $83.24 $295M - $395M
CRWD
Crowd Strike Holdings, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
825,000
$232.8 - $286.37 $192M - $236M
BYD
Boyd Gaming Corp

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
850,000
$51.64 - $66.39 $43.9M - $56.4M
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