Melvin Capital doubled up on Amazon, slashes stake in Live Nation Entertainment, Bill.com Holdings
Melvin Capital Management has disclosed 45 total holdings in its latest 13F filing, withÂ portfolio value of $9.86B.
New positions include Capri Holdings (CPRI),Â Trip.com Group (TCOM), Visa (V),Â MGM Resorts International (MGM),Â Spotify Technology (SPOT).
The fund, led by Gabe Plotkin, elevated its stake in Amazon (AMZN)Â by almost 168%, bringing its holding to $436.5M and additionally raised its place in Microsoft (MSFT)Â by 18.4%, and now owns $365.1M value of inventory.
Decreased its stakes inÂ Live Nation Entertainment (LYV), Bill.com HoldingsÂ (BILL), Datadog (DDOG), Hilton Worldwide Holdings (HLT).