Columbus Hill Capital Management, L.P.

Columbus Hill Capital Management, L.P. reported 30 holdings worth US$1.03B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Columbus Hill Capital Management, L.P. reported 30 holdings worth US$1.03B as of Jun 30, 2026. Largest: Advanced Micro Devices Inc, Coupang, Inc. and Norwegian Cruise Line Holdings Ltd. Filed Aug 13, 2026 (Form 13F).

Holdings
30
Value as reported
US$1.03B

The filing in full

CompanySharesValue as reported% of portfolio
Advanced Micro Devices Inc165KUS$95.7M9.3%
Coupang, Inc.3.82MUS$66.4M6.5%
Norwegian Cruise Line Holdings Ltd.2.66MUS$56.2M5.5%
Amazon.com, Inc.206KUS$49.1M4.8%
Marriott International122KUS$45.3M4.4%
Riot Platforms, Inc.1.57MUS$42.9M4.2%
Hut 8 Corp.369KUS$42.6M4.1%
American Airlines Group, Inc.2.26MUS$40.8M4.0%
Nvidia Corporation199KUS$39.9M3.9%
Echostar Corporation386KUS$39.1M3.8%
Meta Platforms, Inc.64,416US$36.3M3.5%
Vistra Corp.225KUS$35.6M3.5%
Humana Inc.89,376US$35.5M3.5%
Taiwan Semiconductor Manufacturing Co., Ltd.68,039US$32.5M3.2%
Microsoft Corp.74,103US$27.6M2.7%
Alphabet Inc (google) Class C74,726US$26.7M2.6%
Delta Air Lines, Inc.277KUS$25.9M2.5%
United Rentals, Inc.20,666US$23.4M2.3%
Uber Technologies, Inc.293KUS$21.1M2.1%
Mastercard Incorporated37,310US$19.2M1.9%
Visa Inc.49,072US$16.8M1.6%
Terawulf Inc.474KUS$11.7M1.1%
Keel Infrastructure Corp.1.99MUS$11.4M1.1%
Coinbase Global, Inc.53,800US$7.87M0.77%
Doordash, Inc.15,000US$2.77M0.27%
Credo Technology Group Holding Ltd5,815US$1.58M0.15%
Space Exploration Technologies Corp1,000US$171K0.02%
Equipmentshare.com Inc1,000US$19,660<0.01%
Figure Technology Solutions, Inc.0US$00.00%

Source

View original at SEC

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