OpenStocks
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Melvin Capital (defunct 2022)
  • Overview
  • Portfolio1
  • Performance10Q
  • Options
  • Activity391
  • News

Melvin Capital

defunct 2022
Share
  • Hedge Fund · CIK 0001628110
  • Mid-Size Fund

Melvin Capital runs defunct 2022, a hedge fund overseeing $9.80B in disclosed equity holdings (SEC CIK 0001628110). The latest portfolio (2023Q3) discloses 1 positions across several sectors, with the largest positions in No Securities. On a mark-to-market basis the tracked portfolio has returned 16.6% since 2021Q1. OpenStocks tracks 10 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Melvin's filingsView holdings↓
Portfolio
$9.80B
Positions
1
Quarter
2023Q3
Filings tracked
10
Since filing+16.6%Full performance →
Quarter
2023Q32023Q22022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q1

Not enough filing history to compute mark-to-market returns for Melvin Capital.

We need at least one year of portfolio coverage with priceable positions.

Performance overview

We mark Melvin Capital (defunct 2022)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Melvin’s portfolio is 16.6% since 2021Q1.

Portfolio growth vs SPY
Rebased to 100 at 2021Q2 · through 2023Q3
Melvin Capital
+4.3%
SPY
+3.3%
Alpha
+1.0pp
82921021111212021Q22022Q22023Q3
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$9.80B+$4.90B$0-$4.90B-$9.80B'21Q2'21Q3'21Q4'22Q1'22Q2'22Q3'22Q4'23Q2'23Q3
Latest · 2023Q3
$0
Lifetime buys
$18.42B
Lifetime sells
$32.26B
Portfolio over time
AUMPositions
$0$5.29B$10.59B$16.04B621'21Q1'22Q1'23Q3
QoQ AUM
+0.0%
10Q lifetime AUM
-100.0%
QoQ positions
+0
10Q lifetime positions
-59