Columbus Hill Capital Management, L.P.
Net buyer this quarter
$1.03B
29
+$190M
50.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMD | $95.7M | 9.32% | 0.01% | -8.2% | Q2 2025 |
 CPNG | $66.4M | 6.46% | Not reported | -31.3% | Q4 2025 |
 NCLH | $56.2M | 5.47% | 0.58% | Not reported | Q1 2021 |
 AMZN | $49.1M | 4.78% | 0.00% | -35.8% | Q4 2019 |
 MAR | $45.3M | 4.41% | 0.05% | Not reported | Q1 2020 |
 RCL | $44.6M | 4.34% | 0.05% | Not reported | Q1 2021 |
 RIOT | $42.9M | 4.18% | 0.41% | New | Q2 2026 |
 HUT | $42.6M | 4.15% | 0.30% | New | Q2 2026 |
 AAL | $40.8M | 3.97% | 0.34% | Not reported | Q4 2013 |
 NVDA | $39.9M | 3.88% | 0.00% | +90.3% | Q1 2025 |
 ECHO | $39.1M | 3.81% | 0.81% | +99.6% | Q1 2024 |
 META | $36.3M | 3.53% | Not reported | -8.5% | Q1 2017 |
 VST | $35.6M | 3.47% | 0.07% | +87.5% | Q3 2024 |
 HUM | $35.5M | 3.46% | 0.07% | Not reported | Q4 2015 |
 TSM | $32.5M | 3.16% | 0.00% | +4.6% | Q1 2025 |
 MSFT | $27.6M | 2.69% | 0.00% | +9.6% | Q3 2017 |
 GOOGL | $26.7M | 2.60% | 0.00% | -12.9% | Q4 2015 |
 DAL | $25.9M | 2.52% | 0.04% | Not reported | Q4 2014 |
 URI | $23.4M | 2.28% | 0.03% | Not reported | Q2 2013 |
 UBER | $21.1M | 2.05% | 0.01% | +1728.1% | Q4 2019 |
 MA | $19.2M | 1.87% | 0.00% | Not reported | Q3 2014 |
 V | $16.8M | 1.64% | 0.00% | +10.1% | Q4 2016 |
 WULF | $11.7M | 1.14% | 0.10% | New | Q2 2026 |
 KEEL | $11.4M | 1.11% | 0.32% | New | Q2 2026 |
 COIN | $7.87M | 0.77% | 0.02% | New | Q2 2026 |
 DASH | $2.77M | 0.27% | Not reported | New | Q2 2026 |
 CRDO | $1.58M | 0.15% | 0.00% | New | Q2 2026 |
 SPCX | $171K | 0.02% | Not reported | New | Q2 2026 |
 EQPT | $19.7K | 0.00% | 0.00% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| CPNG | $105M | 15.61% | Not reported | +548.6% | Q4 2025 |
| AMZN | $66.9M | 9.95% | 0.00% | -14.3% | Q4 2019 |
| NCLH | $49.8M | 7.40% | 0.58% | Not reported | Q1 2021 |
| META | $40.3M | 5.99% | Not reported | -29.7% | Q1 2017 |
| MAR | $40M | 5.94% | 0.05% | Not reported | Q1 2020 |
| RCL | $38.6M | 5.74% | 0.05% | -5.9% | Q1 2021 |
| AMD | $36.5M | 5.43% | 0.01% | +42.8% | Q2 2025 |
| MSFT | $25M | 3.72% | 0.00% | -26.4% | Q3 2017 |
| GOOGL | $24.7M | 3.67% | 0.00% | -32.4% | Q4 2015 |
| ECHO | $22.6M | 3.36% | 0.41% | -4.9% | Q1 2024 |
| TSM | $22M | 3.27% | 0.00% | -9.2% | Q1 2025 |
| MA | $18.6M | 2.77% | 0.00% | Not reported | Q3 2014 |
| NVDA | $18.3M | 2.71% | 0.00% | -40.9% | Q1 2025 |
| VST | $18M | 2.68% | 0.04% | -46.4% | Q3 2024 |
| HUM | $15.5M | 2.30% | 0.07% | -7.8% | Q4 2015 |
| URI | $15.1M | 2.24% | 0.03% | Not reported | Q2 2013 |
| V | $13.5M | 2.00% | 0.00% | +39.0% | Q4 2016 |
 FIGR | $5.06M | 0.75% | Not reported | Not reported | Q3 2025 |
| UBER | $1.15M | 0.17% | 0.00% | Not reported | Q4 2019 |
| EQPT | $20.4K | 0.00% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| AMZN | $86.5M | 12.17% | 0.00% | +0.2% | Q4 2019 |
| META | $66.1M | 9.30% | Not reported | +32.8% | Q1 2017 |
| NCLH | $59.4M | 8.36% | 0.58% | -2.2% | Q1 2021 |
| MSFT | $44.4M | 6.25% | 0.00% | -1.7% | Q3 2017 |
| RCL | $41.6M | 5.85% | 0.05% | -2.2% | Q1 2021 |
| GOOGL | $39.7M | 5.59% | 0.00% | -35.8% | Q4 2015 |
| MAR | $37.9M | 5.33% | 0.05% | -1.1% | Q1 2020 |
| VST | $36M | 5.07% | 0.07% | -0.5% | Q3 2024 |
| NVDA | $33M | 4.64% | 0.00% | +14.3% | Q1 2025 |
| AMD | $26.9M | 3.79% | 0.01% | -29.5% | Q2 2025 |
| HUM | $24.8M | 3.49% | 0.08% | -43.9% | Q4 2015 |
| ECHO | $22.1M | 3.11% | 0.43% | -0.6% | Q1 2024 |
| TSM | $21.8M | 3.06% | 0.00% | -17.3% | Q1 2025 |
| MA | $21.3M | 3.00% | 0.00% | -1.7% | Q3 2014 |
| CPNG | $20.2M | 2.85% | Not reported | New | Q4 2025 |
 LTM | $17.8M | 2.51% | 0.00% | -29.3% | Q3 2024 |
| URI | $16.7M | 2.35% | 0.03% | -1.4% | Q2 2013 |
| FYBR | $14.4M | 2.02% | Not reported | -1.4% | Q1 2024 |
| V | $11.2M | 1.58% | 0.00% | -1.3% | Q4 2016 |
 SHOP | $7.42M | 1.04% | 0.01% | -1.7% | Q2 2025 |
 TXN | $6.45M | 0.91% | 0.00% | -2.2% | Q3 2025 |
| FIGR | $6.09M | 0.86% | Not reported | -2.2% | Q3 2025 |
 FICO | $4.63M | 0.65% | 0.01% | New | Q4 2025 |
 NOW | $3.06M | 0.43% | 0.00% | Not reported | Q3 2017 |
| Q3 2025 | |||||
| AMZN | $82.1M | 10.83% | 0.00% | +15.6% | Q4 2019 |
| NCLH | $67M | 8.84% | 0.60% | +5.6% | Q1 2021 |
| META | $55.4M | 7.30% | Not reported | Not reported | Q1 2017 |
| RCL | $49.3M | 6.51% | 0.06% | -22.3% | Q1 2021 |
| MSFT | $48.4M | 6.38% | 0.00% | -3.1% | Q3 2017 |
| GOOGL | $48M | 6.33% | 0.00% | +32.2% | Q4 2015 |
| HUM | $45M | 5.93% | 0.14% | +9.3% | Q4 2015 |
| VST | $44M | 5.81% | 0.07% | +60.0% | Q3 2024 |
| MAR | $32.2M | 4.25% | 0.05% | Not reported | Q1 2020 |
| NVDA | $28.9M | 3.81% | 0.00% | +59.6% | Q1 2025 |
| AMD | $28.8M | 3.81% | 0.01% | +13.0% | Q2 2025 |
 DKNG | $26.7M | 3.52% | Not reported | -39.7% | Q1 2025 |
| TSM | $24.2M | 3.19% | 0.00% | Not reported | Q1 2025 |
| MA | $21.6M | 2.85% | 0.00% | Not reported | Q3 2014 |
| LTM | $21.1M | 2.79% | 0.00% | Not reported | Q3 2024 |
| URI | $20M | 2.64% | 0.03% | Not reported | Q2 2013 |
| ECHO | $15.6M | 2.06% | 0.43% | -63.2% | Q1 2024 |
| FYBR | $14.3M | 1.89% | Not reported | -52.0% | Q1 2024 |
| V | $11.1M | 1.46% | 0.00% | Not reported | Q4 2016 |
 UNH | $8.59M | 1.13% | 0.00% | Not reported | Q3 2019 |
| TXN | $6.98M | 0.92% | 0.00% | New | Q3 2025 |
| SHOP | $6.97M | 0.92% | 0.01% | Not reported | Q2 2025 |
| FIGR | $5.55M | 0.73% | Not reported | New | Q3 2025 |
| AAL | $4.49M | 0.59% | 0.06% | Not reported | Q4 2013 |
| NOW | $3.68M | 0.49% | 0.00% | Not reported | Q3 2017 |
 STUB | $84.2K | 0.01% | Not reported | New | Q3 2025 |