# Columbus Hill Capital Management, L.P.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1384982. Source: https://holderbook.com/funds/1384982-columbus-hill-capital-management-l-p/

- Reported value: $1.0B
- Positions: 30
- Weight of the ten largest: 59.6%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $128.6M | 0 | 12.5% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $95.7M | 164,810 | 9.3% | 5 |
| COUPANG INC | [CPNG](https://holderbook.com/stocks/CPNG/) | $66.4M | 3,822,200 | 6.5% | 3 |
| NORWEGIAN CRUISE LINE HLDGS | [NCLH](https://holderbook.com/stocks/NCLH/) | $56.2M | 2,660,601 | 5.5% | 9 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $49.1M | 206,112 | 4.8% | 27 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $45.3M | 122,210 | 4.4% | 26 |
| ROYAL CARIBBEAN GROUP | [RCL](https://holderbook.com/stocks/RCL/) | $44.6M | 140,407 | 4.3% | 10 |
| RIOT PLATFORMS INC | [RIOT](https://holderbook.com/stocks/RIOT/) | $42.9M | 1,567,657 | 4.2% | 1 |
| HUT 8 CORP | [HUT](https://holderbook.com/stocks/HUT/) | $42.6M | 369,108 | 4.1% | 1 |
| AMERICAN AIRLINES GROUP INC | [AAL](https://holderbook.com/stocks/AAL/) | $40.8M | 2,256,000 | 4.0% | 2 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $39.9M | 199,179 | 3.9% | 6 |
| ECHOSTAR CORP | [ECHO](https://holderbook.com/stocks/ECHO/) | $39.1M | 385,558 | 3.8% | 5 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $36.3M | 64,416 | 3.5% | 11 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $35.6M | 224,523 | 3.5% | 8 |
| HUMANA INC | [HUM](https://holderbook.com/stocks/HUM/) | $35.5M | 89,376 | 3.5% | 20 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $32.5M | 68,039 | 3.2% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $27.6M | 74,103 | 2.7% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $26.7M | 74,726 | 2.6% | 7 |
| DELTA AIR LINES INC | [DAL](https://holderbook.com/stocks/DAL/) | $25.9M | 276,846 | 2.5% | 1 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $23.4M | 20,666 | 2.3% | 30 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $21.1M | 292,500 | 2.1% | 2 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $19.2M | 37,310 | 1.9% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $16.8M | 49,072 | 1.6% | 16 |
| TERAWULF INC | [WULF](https://holderbook.com/stocks/WULF/) | $11.7M | 474,105 | 1.1% | 1 |
| KEEL INFRASTRUCTURE CORP | [KEEL](https://holderbook.com/stocks/KEEL/) | $11.4M | 1,988,020 | 1.1% | 1 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $7.9M | 53,800 | 0.8% | 1 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $2.8M | 15,000 | 0.3% | 1 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $1.6M | 5,815 | 0.2% | 1 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $170.9K | 1,000 | 0.0% | 1 |
| EQUIPMENTSHARE COM INC | [EQPT](https://holderbook.com/stocks/EQPT/) | $19.7K | 1,000 | 0.0% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +22.9% | +14.8% | +8.1% | 97% |
| Q1 2026 | -9.9% | -4.6% | -5.3% | 92% |
| Q4 2025 | +1.8% | +2.4% | -0.6% | 95% |
| Q3 2025 | +9.3% | +7.8% | +1.5% | 97% |
| Q2 2025 | +19.9% | +10.5% | +9.5% | 96% |
| Q1 2025 | -10.5% | -4.6% | -6.0% | 97% |
| Q4 2024 | +4.0% | +2.1% | +1.9% | 94% |
| Q3 2024 | +8.6% | +5.4% | +3.1% | 95% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.0B | 30 |
| Q1 2026 | $672.7M | 24 |
| Q4 2025 | $710.8M | 25 |
| Q3 2025 | $758.0M | 27 |
| Q2 2025 | $694.7M | 26 |
| Q1 2025 | $474.2M | 24 |
| Q4 2024 | $523.3M | 24 |
| Q3 2024 | $489.0M | 26 |
| Q2 2024 | $488.0M | 32 |
| Q1 2024 | $459.3M | 24 |
| Q4 2023 | $340.7M | 17 |
| Q3 2023 | $272.3M | 16 |