Columbus Hill Capital Management, L.P. Top Holdings and 13F Report (2026) About Columbus Hill Capital Management, L.P.Investment ActivityColumbus Hill Capital Management, L.P. has $1.03 billion in total holdings as of June 30, 2026.Columbus Hill Capital Management, L.P. owns shares of 30 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 37.13% of the portfolio was purchased this quarter.About 16.12% 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 8 stocks.Columbus Hill Capital Management, L.P. sold shares of 5 stocks and completely divested from 4 stocks this quarter.Largest Holdings Invesco QQQ $128,649,080Advanced Micro Devices $95,739,777Coupang $66,391,614Norwegian Cruise Line $56,165,287Amazon.com $49,124,734 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $128,649,080 Holding767292105 - Riot Platforms $42,922,449 Holding44812J104 - HUT 8 CORP $42,611,673 Holding247361702 - Delta Air Lines $25,929,396 Holding88080T104 - TeraWulf $11,710,394 Holding Largest Purchases this Quarter Invesco QQQ 174,700 shares (about $128.65M)Riot Platforms 1,567,657 shares (about $42.92M)HUT 8 CORP 369,108 shares (about $42.61M)Delta Air Lines 276,846 shares (about $25.93M)American Airlines Group 1,406,000 shares (about $25.41M) Largest Sales this Quarter Coupang 1,740,800 shares (about $30.24M)Amazon.com 115,137 shares (about $27.44M)Advanced Micro Devices 14,666 shares (about $8.52M)Alphabet 11,050 shares (about $3.95M)Meta Platforms 5,963 shares (about $3.36M) 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 PortfolioSectorQQQInvesco QQQ$128,649,080$128,649,080 â–²New Holding174,70012.5%ETFAMDAdvanced Micro Devices$95,739,777$8,519,626 â–¼-8.2%164,8109.3%TechnologyCPNGCoupang$66,391,614$30,237,696 â–¼-31.3%3,822,2006.5%Consumer DiscretionaryNCLHNorwegian Cruise Line$56,165,2870.0%2,660,6015.5%Consumer DiscretionaryAMZNAmazon.com$49,124,734$27,441,753 â–¼-35.8%206,1124.8%Consumer DiscretionaryMARMarriott International$45,289,8040.0%122,2104.4%Consumer DiscretionaryRCLRoyal Caribbean Cruises$44,583,4350.0%140,4074.3%Consumer DiscretionaryRIOTRiot Platforms$42,922,449$42,922,449 â–²New Holding1,567,6574.2%TechnologyHUT 8 CORP$42,611,673$42,611,673 â–²New Holding369,1084.1%COMAALAmerican Airlines Group$40,765,920$25,406,420 â–²165.4%2,256,0004.0%IndustrialsNVDANVIDIA$39,853,726$18,908,505 â–²90.3%199,1793.9%TechnologyECHOSTAR CORP$39,134,137$19,528,600 â–²99.6%385,5583.8%CL AMETAMeta Platforms$36,284,889$3,358,898 â–¼-8.5%64,4163.5%Communication ServicesVSTVistra$35,616,083$16,624,424 â–²87.5%224,5233.5%UtilitiesHUMHumana$35,501,9350.0%89,3763.5%HealthcareTSMTaiwan Semiconductor Manufacturing$32,493,385$1,432,710 â–²4.6%68,0393.2%TechnologyMSFTMicrosoft$27,641,901$2,430,225 â–²9.6%74,1032.7%TechnologyGOOGLAlphabet$26,704,831$3,948,939 â–¼-12.9%74,7262.6%Communication ServicesDALDelta Air Lines$25,929,396$25,929,396 â–²New Holding276,8462.5%IndustrialsURIUnited Rentals$23,412,3050.0%20,6662.3%IndustrialsUBERUber Technologies$21,106,800$19,952,240 â–²1,728.1%292,5002.1%IndustrialsMAMastercard$19,162,4160.0%37,3101.9%FinanceVVisa$16,836,112$1,543,905 â–²10.1%49,0721.6%FinanceWULFTeraWulf$11,710,394$11,710,394 â–²New Holding474,1051.1%TechnologyKEEL INFRASTRUCTURE CORP$11,411,235$11,411,235 â–²New Holding1,988,0201.1%COM SHSCOINCoinbase Global$7,865,022$7,865,022 â–²New Holding53,8000.8%FinanceDOORDASH INC$2,767,950$2,767,950 â–²New Holding15,0000.3%CL ACRDOCredo Technology Group$1,581,389$1,581,389 â–²New Holding5,8150.2%TechnologySPACE EXPLORATION TECHN CORP$170,860$170,860 â–²New Holding1,0000.0%CLASS A COM STKEQUIPMENTSHARE COM INC$19,6600.0%1,0000.0%COM CL AHYGiShares iBoxx $ High Yield Corporate Bond ETF$0$50,918,400 â–¼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$20,160,540 â–¼-100.0%00.0%ETFECHOSTAR CORP$0$15,978,497 â–¼-100.0%00.0%NOTE 3.875%11/3FIGURE TECHNOLOGY SOLUTIO$0$5,062,964 â–¼-100.0%00.0%COM CL AShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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 Email Me a Login Link 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.
