Columbus Hill Capital Management, L.P.
Columbus Hill Capital Management, L.P. reported 29 US-listed holdings worth $898.8 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Advanced Micro Devices Inc. (10.7%), Coupang Inc. Class A (7.4%) and Norwegian Cruise Line Holdings Ltd. (6.2%). Against the quarter before, it opened 10 positions, added to 7, trimmed 5 and sold out of 1.
The 14 largest of its 29 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +37.5% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 10
- Riot Platforms Inc. RIOT$42.9 million
- Hut 8 Corp. HUT$42.6 million
- American Airlines Group Inc. AAL$40.8 million
- Delta Air Lines, Inc. DAL$25.9 million
- Terawulf Inc. WULF$11.7 million
- Keel Infrastructure Corp. Com SHS KEEL$11.4 million
- Coinbase Global, Inc. COIN$7.9 million
- DoorDash, Inc. DASH$2.8 million
and 2 more in the table below
Added to 7
- Uber Technologies, Inc. UBER+276,500 shares · +1728%
- EchoStar Corp. ECHO+192,400 shares · +100%
- NVIDIA Corp. NVDA+94,500 shares · +90%
- Vistra Corp. VST+104,800 shares · +88%
- Microsoft Corp. MSFT+6,515 shares · +10%
- Visa Inc. V+4,500 shares · +10%
- Taiwan Semiconductor Manufacturing Company Limited TSM+3,000 shares · +5%
Trimmed 5
- Coupang Inc. Class A CPNG-1.7 million shares · -31%
- Amazon.com Inc. AMZN-115,137 shares · -36%
- Advanced Micro Devices Inc. AMD-14,666 shares · -8%
- Alphabet Inc. GOOGL-11,050 shares · -13%
- Meta Platforms, Inc. META-5,963 shares · -8%
Sold out of 1
- Figure Technology Solutio FIGR$5.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Advanced Micro Devices Inc. AMD | 164.8K | $95.7 million | 10.65% | -14.7K |
| Coupang Inc. Class A CPNG | 3.8M | $66.4 million | 7.39% | -1.7M |
| Norwegian Cruise Line Holdings Ltd. NCLH | 2.7M | $56.2 million | 6.25% | no change |
| Amazon.com Inc. AMZN | 206.1K | $49.1 million | 5.47% | -115.1K |
| Marriott International Inc. MAR | 122.2K | $45.3 million | 5.04% | no change |
| Royal Caribbean Cruises Ltd. RCL | 140.4K | $44.6 million | 4.96% | no change |
| Riot Platforms Inc. RIOT | 1.6M | $42.9 million | 4.78% | new |
| Hut 8 Corp. HUT | 369.1K | $42.6 million | 4.74% | new |
| American Airlines Group Inc. AAL | 2.3M | $40.8 million | 4.54% | new |
| NVIDIA Corp. NVDA | 199.2K | $39.9 million | 4.43% | +94.5K |
| EchoStar Corp. ECHO | 385.6K | $39.1 million | 4.35% | +192.4K |
| Meta Platforms, Inc. META | 64.4K | $36.3 million | 4.04% | -6.0K |
| Vistra Corp. VST | 224.5K | $35.6 million | 3.96% | +104.8K |
| Humana Inc. HUM | 89.4K | $35.5 million | 3.95% | no change |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 68.0K | $32.5 million | 3.62% | +3.0K |
| Microsoft Corp. MSFT | 74.1K | $27.6 million | 3.08% | +6.5K |
| Alphabet Inc. GOOGL | 74.7K | $26.7 million | 2.97% | -11.1K |
| Delta Air Lines, Inc. DAL | 276.8K | $25.9 million | 2.88% | new |
| United Rentals, Inc. URI | 20.7K | $23.4 million | 2.60% | no change |
| Uber Technologies, Inc. UBER | 292.5K | $21.1 million | 2.35% | +276.5K |
| Mastercard Inc. MA | 37.3K | $19.2 million | 2.13% | no change |
| Visa Inc. V | 49.1K | $16.8 million | 1.87% | +4.5K |
| Terawulf Inc. WULF | 474.1K | $11.7 million | 1.30% | new |
| Keel Infrastructure Corp. Com SHS KEEL | 2.0M | $11.4 million | 1.27% | new |
| Coinbase Global, Inc. COIN | 53.8K | $7.9 million | 0.88% | new |
| DoorDash, Inc. DASH | 15.0K | $2.8 million | 0.31% | new |
| Credo Technology Group Holdi CRDO | 5.8K | $1.6 million | 0.18% | new |
| Space Exploration Techn Corp. Class A Com STK SPCX | 1.0K | $170,860 | 0.02% | new |
| Equipmentshare Com Inc. EQPT | 1.0K | $19,660 | 0.00% | no change |
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Change is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Invesco QQQ Trust QQQ | Puts | 174.7K | $128.6 million |
1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.