Back to Columbus Hill Capital Management, L.P.
Columbus Hill Capital Management, L.P.
Q2 2026 13F filing
Updated 28 days ago30 disclosed positions worth $1B
Portfolio value
$1B
Total holdings
30
New positions
10
Closed positions
2
Increased
7
Decreased
5
Turnover
40.0%
Filed
2026-08-13
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | Q QQQ INVESCO QQQ TR | $128.6M | 174.7K | 12.52% | — |
| 2 | A AMD ADVANCED MICRO DEVICES INC | $95.7M | 164.8K | 9.32% | Trimmed(-8.2%) |
| 3 | C CPNG COUPANG INC | $66.4M | 3.82M | 6.46% | Trimmed(-31.3%) |
| 4 | N NCLH NORWEGIAN CRUISE LINE HLDGS | $56.2M | 2.66M | 5.47% | Unchanged |
| 5 | A AMZN AMAZON COM INC | $49.1M | 206.1K | 4.78% | Trimmed(-35.8%) |
| 6 | M MAR MARRIOTT INTL INC NEW | $45.3M | 122.2K | 4.41% | Unchanged |
| 7 | R RCL ROYAL CARIBBEAN GROUP | $44.6M | 140.4K | 4.34% | Unchanged |
| 8 | R RIOT RIOT PLATFORMS INC | $42.9M | 1.57M | 4.18% | — |
| 9 | H HUT HUT 8 CORP | $42.6M | 369.1K | 4.15% | — |
| 10 | A AAL AMERICAN AIRLINES GROUP INC | $40.8M | 2.26M | 3.97% | Added(+165.4%) |
| 11 | N NVDA NVIDIA CORPORATION | $39.9M | 199.2K | 3.88% | Added(+90.3%) |
| 12 | E ECHO ECHOSTAR CORP | $39.1M | 385.6K | 3.81% | Added(+99.6%) |
| 13 | M META META PLATFORMS INC | $36.3M | 64.4K | 3.53% | Trimmed(-8.5%) |
| 14 | V VST VISTRA CORP | $35.6M | 224.5K | 3.47% | Added(+87.5%) |
| 15 | H HUM HUMANA INC | $35.5M | 89.4K | 3.46% | Unchanged |
| 16 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $32.5M | 68.0K | 3.16% | Added(+4.6%) |
| 17 | M MSFT MICROSOFT CORP | $27.6M | 74.1K | 2.69% | Added(+9.6%) |
| 18 | G GOOGN ALPHABET INC | $26.7M | 74.7K | 2.60% | Trimmed(-12.9%) |
| 19 | D DAL DELTA AIR LINES INC | $25.9M | 276.8K | 2.52% | — |
| 20 | U URI UNITED RENTALS INC | $23.4M | 20.7K | 2.28% | Unchanged |
| 21 | U UBER UBER TECHNOLOGIES INC | $21.1M | 292.5K | 2.05% | Added(+1728.1%) |
| 22 | M MA MASTERCARD INCORPORATED | $19.2M | 37.3K | 1.86% | Unchanged |
| 23 | V V VISA INC | $16.8M | 49.1K | 1.64% | Added(+10.1%) |
| 24 | W WULF TERAWULF | $11.7M | 474.1K | 1.14% | — |
| 25 | K KEEL KEEL INFRASTRUCTURE CORP | $11.4M | 1.99M | 1.11% | — |
| 26 | C COIN COINBASE GLOBAL INC | $7.9M | 53.8K | 0.77% | — |
| 27 | D DASH DOORDASH INC | $2.8M | 15.0K | 0.27% | — |
| 28 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $1.6M | 5.8K | 0.15% | — |
| 29 | S SPCX SPACE EXPLORATION TECHN CORP | $171K | 1.0K | 0.02% | — |
| 30 | E EQPT EQUIPMENTSHARE COM INC | $20K | 1.0K | 0.00% | Unchanged |