Columbus Hill Capital Management, L.P. Top Holdings and 13F Report (2025) About Columbus Hill Capital Management, L.P.Investment ActivityColumbus Hill Capital Management, L.P. has $694.67 million in total holdings as of June 30, 2025.Columbus Hill Capital Management, L.P. owns shares of 26 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 25.01% of the portfolio was purchased this quarter.About 6.07% of the portfolio was sold this quarter.This quarter, Columbus Hill Capital Management, L.P. has purchased 24 new stocks and bought additional shares in 9 stocks.Columbus Hill Capital Management, L.P. sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings Amazon.com $70,975,078Royal Caribbean Cruises $61,436,502Meta Platforms $55,634,272Norwegian Cruise Line $52,255,659DraftKings $50,763,746 Largest New Holdings this Quarter 573874104 - Marvell Technology $24,763,511 Holding007903107 - Advanced Micro Devices $22,391,820 Holding278768106 - EchoStar $15,382,392 Holding82509L107 - Shopify $5,409,915 Holding Largest Purchases this Quarter DraftKings 1,103,580 shares (about $47.33M)Marvell Technology 319,942 shares (about $24.76M)Advanced Micro Devices 157,800 shares (about $22.39M)Amazon.com 96,000 shares (about $21.06M)EchoStar 555,321 shares (about $15.38M) Largest Sales this Quarter NVIDIA 197,701 shares (about $31.23M)NXP Semiconductors 6,500 shares (about $1.42M)Alphabet 5,000 shares (about $881.15K)LATAM AIRLINES GROUP SA 10,000 shares (about $406.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofColumbus Hill Capital Management, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$70,975,078$21,061,440 ▲42.2%323,51110.2%Retail/WholesaleRCLRoyal Caribbean Cruises$61,436,5020.0%196,1958.8%Consumer DiscretionaryMETAMeta Platforms$55,634,272$5,388,057 ▲10.7%75,3768.0%Computer and TechnologyNCLHNorwegian Cruise Line$52,255,659$11,109,181 ▲27.0%2,576,7097.5%Consumer DiscretionaryDKNGDraftKings$50,763,746$47,332,546 ▲1,379.5%1,183,5807.3%Consumer DiscretionaryMSFTMicrosoft$47,952,314$2,221,433 ▲4.9%96,4046.9%Computer and TechnologyHUMHumana$38,665,490$7,662,737 ▲24.7%158,1545.6%MedicalMARMarriott International$33,761,9260.0%123,5754.9%Consumer DiscretionaryFYBRFrontier Communications Parent$29,064,1620.0%798,4664.2%Computer and TechnologyVSTVistra$27,210,924$4,438,249 ▲19.5%140,4003.9%UtilitiesGOOGLAlphabet$26,331,405$881,150 ▼-3.2%149,4153.8%Computer and TechnologyMRVLMarvell Technology$24,763,511$24,763,511 ▲New Holding319,9423.6%Computer and TechnologyAMDAdvanced Micro Devices$22,391,820$22,391,820 ▲New Holding157,8003.2%Computer and TechnologyMAMastercard$21,319,4420.0%37,9393.1%Business ServicesLATAM AIRLINES GROUP SA$18,972,337$406,400 ▼-2.1%466,8392.7%SPONSORED ADRECHOSTAR CORP$18,201,660$379,827 ▲2.1%15,403,3792.6%NOTE 3.875%11/3URIUnited Rentals$15,786,7440.0%20,9542.3%ConstructionSATSEchoStar$15,382,392$15,382,392 ▲New Holding555,3212.2%Computer and TechnologyNVDANVIDIA$15,325,030$31,234,781 ▼-67.1%97,0002.2%Computer and TechnologyVVisa$11,541,9650.0%32,5081.7%Business ServicesNXPINXP Semiconductors$8,586,657$1,420,185 ▼-14.2%39,3001.2%Computer and TechnologyFLUTTER ENTMT PLC$8,337,905$6,210,708 ▲292.0%29,1781.2%SHSUNHUnitedHealth Group$7,758,6940.0%24,8701.1%MedicalSHOPShopify$5,409,915$5,409,915 ▲New Holding46,9000.8%Computer and TechnologyNOWServiceNow$4,112,3200.0%4,0000.6%Computer and TechnologyCRMSalesforce$2,726,9000.0%10,0000.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$0$4,747,600 ▼-100.0%00.0%Computer and TechnologyMCHPMicrochip Technology$0$3,490,361 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access