MCM
LK

Melvin Capital Management’s Luckin Coffee Inc. American Depositary Shares LK Stock Holding History

Melvin Capital Management’s Portfolio LK Stock Details LK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,400,000
Closed -$65.3M – 113
2020
Q1 		$65.3M Sell
2,400,000
-1,000,000
-29% -$27.2M 0.52% 44
2019
Q4 		$134M Buy
3,400,000
+1,300,000
+62% +$51.2M 1.1% 30
2019
Q3 		$39.9M Sell
2,100,000
-550,000
-21% -$10.5M 0.32% 47
2019
Q2 		$51.6M Buy
+2,650,000
New +$51.6M 0.53% 41