Columbus Hill Capital Management, L.P. reported 29 positions worth $898.80M for the quarter ended Jun 30, 2026, up 55.9% on the prior quarter. It opened 10 new positions, added to 7, trimmed 5 and exited 1. Its largest holding is Advanced Micro Devices Inc at 10.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| RIOT Riot Platforms, Inc. | +1.57M | – | $42.92M | 4.78% |
| HUT Hut 8 Corp. | +369.1K | – | $42.61M | 4.74% |
| AAL American Airlines Group Inc. | +2.26M | – | $40.77M | 4.54% |
| DAL Delta Air Lines, Inc. | +276.8K | – | $25.93M | 2.88% |
| UBER Uber Technologies, Inc | +276.5K | +1,728.1% | $19.95M | 2.35% |
| ECHO EchoStar CORP | +192.4K | +99.6% | $19.53M | 4.35% |
| NVDA Nvidia Corp | +94.5K | +90.3% | $18.91M | 4.43% |
| VST Vistra Corp. | +104.8K | +87.5% | $16.62M | 3.96% |
| WULF Terawulf Inc. | +474.1K | – | $11.71M | 1.3% |
| KEEL Keel Infrastructure Corp. | +1.99M | – | $11.41M | 1.27% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CPNG Coupang, Inc. | -1.74M | -31.3% | $30.24M | 7.39% |
| AMZN Amazon Com Inc | -115.1K | -35.8% | $27.44M | 5.47% |
| AMD Advanced Micro Devices Inc | -14.7K | -8.2% | $8.52M | 10.65% |
| FIGR Figure Technology Solutions, Inc. | -149.1K | -100.0% | $5.06M | Exited |
| GOOGL Alphabet Inc. | -11.1K | -12.9% | $3.95M | 2.97% |
| META Meta Platforms, Inc. | -5,963 | -8.5% | $3.36M | 4.04% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| RIOT Riot Platforms, Inc. | +1.57M | $42.92M | 4.78% |
| HUT Hut 8 Corp. | +369.1K | $42.61M | 4.74% |
| AAL American Airlines Group Inc. | +2.26M | $40.77M | 4.54% |
| DAL Delta Air Lines, Inc. | +276.8K | $25.93M | 2.88% |
| WULF Terawulf Inc. | +474.1K | $11.71M | 1.3% |
| KEEL Keel Infrastructure Corp. | +1.99M | $11.41M | 1.27% |
| COIN Coinbase Global, Inc. | +53.8K | $7.87M | 0.875% |
| DASH DoorDash, Inc. | +15.0K | $2.77M | 0.308% |
| CRDO Credo Technology Group Holding Ltd | +5,815 | $1.58M | 0.176% |
| SPCX Space Exploration Technologies Corp | +1,000 | $170.86K | 0.019% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| FIGR Figure Technology Solutions, Inc. | -149.1K | $5.06M | 0.878% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMD Advanced Micro Devices Inc | Technology | 164.8K | $95.74M | 10.65% | -14.7K | -8.2% | Reduced | 0.01% |
| 2 | CPNG Coupang, Inc. | Consumer Discretionary | 3.82M | $66.39M | 7.39% | -1.74M | -31.3% | Reduced | 0.23% |
| 3 | NCLH Norwegian Cruise Line Holdings Ltd. | Consumer Discretionary | 2.66M | $56.17M | 6.25% | 0 | 0.0% | Unchanged | 0.58% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 206.1K | $49.12M | 5.47% | -115.1K | -35.8% | Reduced | 0% |
| 5 | MAR Marriott International Inc | Consumer Discretionary | 122.2K | $45.29M | 5.04% | 0 | 0.0% | Unchanged | 0.05% |
| 6 | RCL Royal Caribbean Cruises Ltd | Consumer Discretionary | 140.4K | $44.58M | 4.96% | 0 | 0.0% | Unchanged | 0.05% |
| 7 | RIOT Riot Platforms, Inc. | Technology | 1.57M | $42.92M | 4.78% | +1.57M | – | New | 0.41% |
| 8 | HUT Hut 8 Corp. | Technology | 369.1K | $42.61M | 4.74% | +369.1K | – | New | 0.3% |
| 9 | AAL American Airlines Group Inc. | Industrials | 2.26M | $40.77M | 4.54% | +2.26M | – | New | 0.34% |
| 10 | NVDA Nvidia Corp | Technology | 199.2K | $39.85M | 4.43% | +94.5K | +90.3% | Added | 0% |
| 11 | ECHO EchoStar CORP | Communication Services | 385.6K | $39.13M | 4.35% | +192.4K | +99.6% | Added | 0.13% |
| 12 | META Meta Platforms, Inc. | Technology | 64.4K | $36.28M | 4.04% | -5,963 | -8.5% | Reduced | 0% |
| 13 | VST Vistra Corp. | Utilities | 224.5K | $35.62M | 3.96% | +104.8K | +87.5% | Added | 0.07% |
| 14 | HUM Humana Inc | Healthcare | 89.4K | $35.50M | 3.95% | 0 | 0.0% | Unchanged | 0.07% |
| 15 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 68.0K | $32.49M | 3.62% | +3,000 | +4.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Columbus Hill Capital Management.
As of its Q2 2026 13F filing, Columbus Hill Capital Management, L.P.’s five largest positions were Advanced Micro Devices Inc (AMD) at 10.7%, Coupang, Inc. (CPNG) at 7.4%, Norwegian Cruise Line Holdings Ltd. (NCLH) at 6.2%, Amazon Com Inc (AMZN) at 5.5%, Marriott International Inc (MAR) at 5.0% of the reported portfolio.
Columbus Hill Capital Management, L.P. reported a 13F portfolio worth $898.80M across 29 positions for Q2 2026. That is up 55.9% from the previous quarter.
Its largest purchases by value were Riot Platforms, Inc. ($42.92M), Hut 8 Corp. ($42.61M), American Airlines Group Inc. ($40.77M). It opened 10 new positions.
Its largest sales by value were Coupang, Inc. ($30.24M), Amazon Com Inc ($27.44M), Advanced Micro Devices Inc ($8.52M). It exited 1 positions entirely.
From the Form 13F-HR reports Columbus Hill Capital Management, L.P. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.