Melvin Capital, 也是一个明星对冲基金, 过去5年AUM从$900M增加到了$12.5B, 在2020一季度也疯狂Buy the dip.

大幅加仓:

AMZN $923M (+56%)

EXPE $697M (+40%)

FIS $584M (+49%)

BABA $553M (+111%)

TTWO $401M (+207%)

BKNG $382M (+84%) 

LH $325M (+74%)

CPRT $324M (+41%) 

LVS $316M (+38%)

Top 5 Holdings:

$亚马逊(AMZN)$ 7.33%

$Expedia(EXPE)$ 5.53%

FIS 4.64%

$阿里巴巴(BABA)$ 4.39%

AZO 4.23%