Melvin Capital Management LP / NOW
Melvin Capital Management LP’s Servicenow Inc Position
Does Melvin Capital Management LP own Servicenow Inc (NOW)? Not currently — the last reported position was 437.7K shares worth $244M in Q1 2022; the fund’s latest 13F (Q3 2023) no longer reports it.
Position Value
$244M
Q1 2022
Shares
437.7K
% of Portfolio
+2.47%
Quarters Held
14
position exited
Position History NOW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2022 | 437.7K | $244M | +2.47% |
| Q4 2021 | 585.0K | $380M | +1.85% |
| Q3 2021 | 475.0K | $296M | +1.50% |
| Q2 2021 | 175.0K | $96M | +0.55% |
| Q1 2021 | 300.0K | $150M | +0.86% |
| Q4 2020 | 652.2K | $359M | +1.51% |
| Q3 2020 | 1.38M | $668M | +3.33% |
| Q2 2020 | 841.3K | $341M | +2.01% |
| Q1 2020 | 879.5K | $252M | +2.01% |
| Q4 2019 | 1.21M | $341M | +2.80% |
| Q3 2019 | 2.09M | $529M | +4.29% |
| Q2 2019 | 1.37M | $376M | +3.85% |
| Q1 2019 | 1.45M | $358M | +4.19% |
| Q4 2018 | 625.0K | $111M | +1.51% |
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 NOW.