SEC 13F Intelligence

Melvin Capital Management LP / ADBE

Melvin Capital Management LP’s Adobe Inc Position

Does Melvin Capital Management LP own Adobe Inc (ADBE)? Not currently — the last reported position was 683.2K shares worth $342M in Q4 2020; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$342M
Q4 2020
Shares
683.2K
% of Portfolio
+1.44%
Quarters Held
9
position exited

Position History ADBE

Reported value by quarter
Q4 ’18: $353MQ4 ’18Q1 ’19: $288MQ2 ’19: $276MQ2 ’19Q3 ’19: $405MQ4 ’19: $214MQ4 ’19Q1 ’20: $119MQ2 ’20: $137MQ2 ’20Q3 ’20: $430MQ4 ’20: $342MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2020683.2K$342M+1.44%
Q3 2020876.6K$430M+2.14%
Q2 2020315.0K$137M+0.81%
Q1 2020375.0K$119M+0.95%
Q4 2019650.0K$214M+1.76%
Q3 20191.47M$405M+3.28%
Q2 2019936.0K$276M+2.82%
Q1 20191.08M$288M+3.37%
Q4 20181.56M$353M+4.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Melvin Capital Management LP’s full portfolio or all institutional holders of ADBE.