Columbus Hill Capital Management, L.P. — 13F Holdings & Portfolio
CIK 1384982 · latest 13F-HR filed 2026-05-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$672.7M
Long-equity book
24
Distinct positions
2026-03-31
Filed 2026-05-13
+2 / −6 / ↑4 / ↓13
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- COUPANG INC$84.8M +419.1%
- ADVANCED MICRO DEVICES INC$9.6M +35.7%
- VISA INC$2.2M +19.8%
- MARRIOTT INTL INC NEW$2.1M +5.4%
Top Trims
- META PLATFORMS INC-$25.8M -39.1%
- ECHOSTAR CORP-$25.2M -61.2%
- AMAZON COM INC-$19.6M -22.7%
- MICROSOFT CORP-$19.4M -43.6%
- VISTRA CORP-$18.0M -50.1%
Exited Positions
- LATAM AIRLINES GROUP SA$17.8M
- FRONTIER COMMUNICATIONS PARE$14.4M
- SHOPIFY INC$7.4M
- TEXAS INSTRS INC$6.4M
- FAIR ISAAC CORP$4.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | COUPANG INC | CPNG | 22266T109 | $105.0M | 15.61% | 5,563,000 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $66.9M | 9.95% | 321,249 | SH |
| 3 | ISHARES TR Put | HYG | 464288513 | $50.9M | 7.57% | 640,000 | SH |
| 4 | NORWEGIAN CRUISE LINE HLDGS | NCLH | G66721104 | $49.8M | 7.40% | 2,660,601 | SH |
| 5 | META PLATFORMS INC | META | 30303M102 | $40.3M | 5.99% | 70,379 | SH |
| 6 | MARRIOTT INTL INC NEW | MAR | 571903202 | $40.0M | 5.94% | 122,210 | SH |
| 7 | ROYAL CARIBBEAN GROUP | RCL | V7780T103 | $38.6M | 5.74% | 140,407 | SH |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $36.5M | 5.43% | 179,476 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $25.0M | 3.72% | 67,588 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $24.7M | 3.67% | 85,776 | SH |
| 11 | ECHOSTAR CORP | SATS | 278768106 | $22.6M | 3.36% | 193,158 | SH |
| 12 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $22.0M | 3.27% | 65,039 | SH |
| 13 | STATE STR SPDR S&P 500 ETF T Put | SPY | 78462F103 | $20.2M | 3.00% | 31,000 | SH |
| 14 | MASTERCARD INCORPORATED | MA | 57636Q104 | $18.6M | 2.77% | 37,310 | SH |
| 15 | NVIDIA CORPORATION | NVDA | 67066G104 | $18.3M | 2.71% | 104,679 | SH |
| 16 | VISTRA CORP | VST | 92840M102 | $18.0M | 2.68% | 119,723 | SH |
| 17 | ECHOSTAR CORP | — | 278768AB2 | $16.0M | 2.38% | 4,463,000 | PRN |
| 18 | HUMANA INC | HUM | 444859102 | $15.5M | 2.30% | 89,376 | SH |
| 19 | UNITED RENTALS INC | URI | 911363109 | $15.1M | 2.24% | 20,666 | SH |
| 20 | VISA INC | V | 92826C839 | $13.5M | 2.00% | 44,572 | SH |
| 21 | AMERICAN AIRLINES GROUP INC Call | AAL | 02376R102 | $9.1M | 1.36% | 850,000 | SH |
| 22 | FIGURE TECHNOLOGY SOLUTIO | FIGR | 349381103 | $5.1M | 0.75% | 149,130 | SH |
| 23 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $1.2M | 0.17% | 16,000 | SH |
| 24 | EQUIPMENTSHARE COM INC | EQPT | 29445S100 | $20.4K | 0.00% | 1,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $672.7M | 24 | 0001193125-26-220761 |
| 2025-12-31 | 2026-02-13 | $710.8M | 25 | 0001193125-26-049727 |
| 2025-09-30 | 2025-11-13 | $758.0M | 27 | 0001193125-25-280133 |