# EDGAR Filing Document

**Accession Number:** 0001591744
**File Stem:** 0000902664-25-003678
**Filing Date:** 2025-8
**Character Count:** 13973
**Document Hash:** 921ddc4796b4c2ea90b999502e1b0089
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000902664-25-003678.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0000902664-25-003678

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Shellback Capital, LP
- **CENTRAL INDEX KEY:** 0001591744

**ORGANIZATION NAME:**
- **EIN:** 901003024
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16778
- **FILM NUMBER:** 251219615

**BUSINESS ADDRESS:**
- **STREET 1:** 260 FRANKLIN STREET
- **STREET 2:** SUITE 1901
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110
- **BUSINESS PHONE:** 617-204-5500

**MAIL ADDRESS:**
- **STREET 1:** 260 FRANKLIN STREET
- **STREET 2:** SUITE 1901
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Shellback Capital LP<br>**Address:** 260 Franklin Street<br>Suite 1901<br>Boston, MA 02110

**Form 13F File Number:** 028-16778

**CRD Number (if applicable):** 000169642

**SEC File Number (if applicable):** 801-78842

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** John Samoska<br>**Title:** Chief Financial Officer<br>**Phone:** 617-204-5533

**Signature, Place, and Date of Signing:**

/s/ John Samoska  Boston, MA  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 104

**Form 13F Information Table Value Total:** $1502179500

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACADEMY SPORTS  OUTDOORS IN | COM | 00402L107 |  | 3463813 | 77300 | SH |  | SOLE |  | 77300 | 0 | 0 |
| AIRBNB INC | COM CL A | 009066101 |  | 21174400 | 160000 | SH |  | SOLE |  | 160000 | 0 | 0 |
| ALASKA AIR GROUP INC | COM | 011659109 |  | 6858373 | 138609 | SH |  | SOLE |  | 138609 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 2268200 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4405750 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 35102400 | 160000 | SH |  | SOLE |  | 160000 | 0 | 0 |
| AMBARELLA INC | SHS | G037AX101 |  | 2890013 | 43745 | SH |  | SOLE |  | 43745 | 0 | 0 |
| AMER SPORTS INC | COM SHS | G0260P102 |  | 30504120 | 787000 | SH |  | SOLE |  | 787000 | 0 | 0 |
| AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 |  | 962000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| APPLIED DIGITAL CORP | COM NEW | 038169207 |  | 9063000 | 900000 | SH |  | SOLE |  | 900000 | 0 | 0 |
| ARDAGH METAL PACKAGING S A | SHS | L02235106 |  | 4071817 | 951359 | SH |  | SOLE |  | 951359 | 0 | 0 |
| ARLO TECHNOLOGIES INC | COM | 04206A101 |  | 1531861 | 90322 | SH |  | SOLE |  | 90322 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 21159711 | 5700 | SH |  | SOLE |  | 5700 | 0 | 0 |
| BATH  BODY WORKS INC | COM | 070830104 |  | 299600 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| BEST BUY INC | COM | 086516101 |  | 1879640 | 28000 | SH |  | SOLE |  | 28000 | 0 | 0 |
| BIRKENSTOCK HOLDING PLC | COM SHS | M2029K104 |  | 2459000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 17367720 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| BOOT BARN HLDGS INC | COM | 099406100 |  | 14288000 | 94000 | SH |  | SOLE |  | 94000 | 0 | 0 |
| BRINKER INTL INC | COM | 109641100 |  | 4508250 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| BURLINGTON STORES INC | COM | 122017106 |  | 11632000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 |  | 2839000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 1585400 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 37565757 | 176564 | SH |  | SOLE |  | 176564 | 0 | 0 |
| CARLISLE COS INC | COM | 142339100 |  | 17656592 | 47286 | SH |  | SOLE |  | 47286 | 0 | 0 |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 |  | 22496000 | 800000 | SH |  | SOLE |  | 800000 | 0 | 0 |
| CELANESE CORP DEL | COM | 150870103 |  | 8842619 | 159816 | SH |  | SOLE |  | 159816 | 0 | 0 |
| CHURCHILL DOWNS INC | COM | 171484108 |  | 17675000 | 175000 | SH |  | SOLE |  | 175000 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 19079500 | 275000 | SH |  | SOLE |  | 275000 | 0 | 0 |
| COPA HOLDINGS SA | CL A | P31076105 |  | 5502459 | 50036 | SH |  | SOLE |  | 50036 | 0 | 0 |
| D R HORTON INC | COM | 23331A109 |  | 12892000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| DAVE INC | CLASS A COM NEW | 23834J201 |  | 14855151 | 55345 | SH |  | SOLE |  | 55345 | 0 | 0 |
| DECKERS OUTDOOR CORP | COM | 243537107 |  | 6699550 | 65000 | SH |  | SOLE |  | 65000 | 0 | 0 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 30527400 | 249000 | SH |  | SOLE |  | 249000 | 0 | 0 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 3688500 | 75000 | SH |  | SOLE |  | 75000 | 0 | 0 |
| DEXCOM INC | COM | 252131107 |  | 8729000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| DICKS SPORTING GOODS INC | COM | 253393102 |  | 28286830 | 143000 | SH |  | SOLE |  | 143000 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 12401000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| DOLLAR TREE INC | COM | 256746108 |  | 7229920 | 73000 | SH |  | SOLE |  | 73000 | 0 | 0 |
| DOORDASH INC | CL A | 25809K105 |  | 9860400 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| DOVER CORP | COM | 260003108 |  | 55522904 | 303023 | SH |  | SOLE |  | 303023 | 0 | 0 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 23589500 | 550000 | SH |  | SOLE |  | 550000 | 0 | 0 |
| F5 INC | COM | 315616102 |  | 12780257 | 43423 | SH |  | SOLE |  | 43423 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 7955850 | 35000 | SH |  | SOLE |  | 35000 | 0 | 0 |
| FERRARI N V | COM | N3167Y103 |  | 14722200 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| FIVE BELOW INC | COM | 33829M101 |  | 10232040 | 78000 | SH |  | SOLE |  | 78000 | 0 | 0 |
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 |  | 26202600 | 60000 | SH |  | SOLE |  | 60000 | 0 | 0 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 |  | 5326800 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 22365040 | 61000 | SH |  | SOLE |  | 61000 | 0 | 0 |
| LIFE TIME GROUP HOLDINGS INC | COMMON STOCK | 53190C102 |  | 6193386 | 204200 | SH |  | SOLE |  | 204200 | 0 | 0 |
| LITTELFUSE INC | COM | 537008104 |  | 9241288 | 40759 | SH |  | SOLE |  | 40759 | 0 | 0 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 |  | 33281600 | 220000 | SH |  | SOLE |  | 220000 | 0 | 0 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 28685580 | 76501 | SH |  | SOLE |  | 76501 | 0 | 0 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 2375800 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 |  | 23144163 | 243469 | SH |  | SOLE |  | 243469 | 0 | 0 |
| LYFT INC | CL A COM | 55087P104 |  | 7092000 | 450000 | SH |  | SOLE |  | 450000 | 0 | 0 |
| MALIBU BOATS INC | COM CL A | 56117J100 |  | 985643 | 31450 | SH |  | SOLE |  | 31450 | 0 | 0 |
| MAPLEBEAR INC | COM | 565394103 |  | 9048000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| MARINEMAX INC | COM | 567908108 |  | 7124349 | 283387 | SH |  | SOLE |  | 283387 | 0 | 0 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 26089324 | 47525 | SH |  | SOLE |  | 47525 | 0 | 0 |
| MERITAGE HOMES CORP | COM | 59001A102 |  | 3234919 | 48304 | SH |  | SOLE |  | 48304 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 29523600 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| MKS INC. | COM | 55306N104 |  | 17746690 | 178610 | SH |  | SOLE |  | 178610 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 26782600 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 2131200 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 |  | 3549000 | 175000 | SH |  | SOLE |  | 175000 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 47397000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| ODDITY TECH LTD | SHS CL A | M7518J104 |  | 377350 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 |  | 31613231 | 239894 | SH |  | SOLE |  | 239894 | 0 | 0 |
| ON SEMICONDUCTOR CORP | COM | 682189105 |  | 13102500 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| ONDAS HLDGS INC | COM NEW | 68236H204 |  | 1469816 | 765529 | SH |  | SOLE |  | 765529 | 0 | 0 |
| ONEWATER MARINE INC | CL A COM | 68280L101 |  | 946124 | 70659 | SH |  | SOLE |  | 70659 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 14060280 | 156000 | SH |  | SOLE |  | 156000 | 0 | 0 |
| OSHKOSH CORP | COM | 688239201 |  | 11164615 | 98332 | SH |  | SOLE |  | 98332 | 0 | 0 |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 |  | 6593000 | 950000 | SH |  | SOLE |  | 950000 | 0 | 0 |
| PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 |  | 2408948 | 14021 | SH |  | SOLE |  | 14021 | 0 | 0 |
| PINTEREST INC | CL A | 72352L106 |  | 9861500 | 275000 | SH |  | SOLE |  | 275000 | 0 | 0 |
| PULTE GROUP INC | COM | 745867101 |  | 2636500 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| RALPH LAUREN CORP | CL A | 751212101 |  | 23826155 | 86868 | SH |  | SOLE |  | 86868 | 0 | 0 |
| ROSS STORES INC | COM | 778296103 |  | 19902480 | 156000 | SH |  | SOLE |  | 156000 | 0 | 0 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 36011100 | 115000 | SH |  | SOLE |  | 115000 | 0 | 0 |
| SEMTECH CORP | COM | 816850101 |  | 1557736 | 34509 | SH |  | SOLE |  | 34509 | 0 | 0 |
| SHARKNINJA INC | COM SHS | G8068L108 |  | 14353550 | 145000 | SH |  | SOLE |  | 145000 | 0 | 0 |
| SIGNET JEWELERS LIMITED | SHS | G81276100 |  | 7358375 | 92500 | SH |  | SOLE |  | 92500 | 0 | 0 |
| SOUTHWEST AIRLS CO | COM | 844741108 |  | 4866000 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| SPORTRADAR GROUP AG | CLASS A ORD SHS | H8088L103 |  | 1689012 | 60150 | SH |  | SOLE |  | 60150 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 26856900 | 35000 | SH |  | SOLE |  | 35000 | 0 | 0 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 |  | 26456700 | 870000 | SH |  | SOLE |  | 870000 | 0 | 0 |
| TAPESTRY INC | COM | 876030107 |  | 62784150 | 715000 | SH |  | SOLE |  | 715000 | 0 | 0 |
| TERADYNE INC | COM | 880770102 |  | 5395200 | 60000 | SH |  | SOLE |  | 60000 | 0 | 0 |
| THE TRADE DESK INC | COM CL A | 88339J105 |  | 14038050 | 195000 | SH |  | SOLE |  | 195000 | 0 | 0 |
| TIMKEN CO | COM | 887389104 |  | 19022610 | 262200 | SH |  | SOLE |  | 262200 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 3632952 | 29419 | SH |  | SOLE |  | 29419 | 0 | 0 |
| TOLL BROTHERS INC | COM | 889478103 |  | 5706500 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 |  | 9066436 | 209145 | SH |  | SOLE |  | 209145 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 16794000 | 180000 | SH |  | SOLE |  | 180000 | 0 | 0 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 64568516 | 138020 | SH |  | SOLE |  | 138020 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 11504000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 14755837 | 185305 | SH |  | SOLE |  | 185305 | 0 | 0 |
| URBAN OUTFITTERS INC | COM | 917047102 |  | 13419900 | 185000 | SH |  | SOLE |  | 185000 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 40530048 | 315630 | SH |  | SOLE |  | 315630 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 488900 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| WAYFAIR INC | CL A | 94419L101 |  | 24291500 | 475000 | SH |  | SOLE |  | 475000 | 0 | 0 |
| WINGSTOP INC | COM | 974155103 |  | 10102200 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| WYNN RESORTS LTD | COM | 983134107 |  | 2341750 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |

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