Gabe Plotkin's Melvin Capital got crushed by $GME, but the fund still has a massive $14B in AUM with a record of outperformance.
Here's what Melvin Capital did during Q3:
-Increased: $LYV $MA $BILL $SNAP $HLT
-New Buys: $AFRM $MAR $SQ $MCD $ASML. Call options on $MA $HLT $SNAP
-Decreased: $EXPE $SNOW $TEAM $GOOGL $DASH
-Sold Out: $V $TGT $M $HUBS $PYPL. Call options on $ADSK $JD $AMZN
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