Columbus Hill Capital Management, L.P.
31 holdingsFiling period: 2026-06-30Current AUM: $949.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq TR | 174.7K | $128.6M | $124.4M | 13.10% | -- | 2026-06-30 |
| 2 | AMD | Advanced Micro Devices Inc | 164.8K | $95.7M | $87.6M | 9.22% | -14,666 | 2026-06-30 |
| 3 | CPNG | Coupang Inc | 3.82M | $66.4M | $52.6M | 5.54% | -1,740,800 | 2026-06-30 |
| 4 | — | Norwegian Cruise Line Hldgs | 2.66M | $56.2M | $56.2M | 5.92% | -- | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 206.1K | $49.1M | $51.3M | 5.41% | -115,137 | 2026-06-30 |
| 6 | MAR | Marriott Intl Inc New | 122.2K | $45.3M | $48.2M | 5.08% | -- | 2026-06-30 |
| 7 | — | Royal Caribbean Group | 140.4K | $44.6M | $44.6M | 4.70% | -- | 2026-06-30 |
| 8 | RIOT | Riot Platforms Inc | 1.57M | $42.9M | $19.7M | 2.08% | -- | 2026-06-30 |
| 9 | HUT | Hut 8 Corp | 369.1K | $42.6M | $23.2M | 2.45% | -- | 2026-06-30 |
| 10 | AAL | American Airlines Group Inc | 2.26M | $40.8M | $27.5M | 2.90% | +1.41M | 2026-06-30 |
| 11 | NVDA | NVIDIA Corporation | 199.2K | $39.9M | $43.0M | 4.53% | +94.5K | 2026-06-30 |
| 12 | SATS | Echostar Corp | 385.6K | $39.1M | $39.1M | 4.12% | +192.4K | 2026-06-30 |
| 13 | META | Meta Platforms Inc | 64.4K | $36.3M | $40.6M | 4.28% | -5,963 | 2026-06-30 |
| 14 | VST | Vistra Corp | 224.5K | $35.6M | $31.8M | 3.35% | +104.8K | 2026-06-30 |
| 15 | HUM | Humana Inc | 89.4K | $35.5M | $37.3M | 3.93% | -- | 2026-06-30 |
| 16 | TSM | Taiwan Semiconductor Manufac | 68.0K | $32.5M | $28.9M | 3.04% | +3.0K | 2026-06-30 |
| 17 | MSFT | Microsoft Corp | 74.1K | $27.6M | $39.5M | 4.16% | +6.5K | 2026-06-30 |
| 18 | GOOGL | Alphabet Inc | 74.7K | $26.7M | $23.7M | 2.49% | -11,050 | 2026-06-30 |
| 19 | DAL | Delta Air Lines Inc | 276.8K | $25.9M | $21.9M | 2.31% | -- | 2026-06-30 |
| 20 | URI | United Rentals Inc | 20.7K | $23.4M | $23.2M | 2.44% | -- | 2026-06-30 |
| 21 | UBER | Uber Technologies Inc | 292.5K | $21.1M | $19.3M | 2.04% | +276.5K | 2026-06-30 |
| 22 | MA | Mastercard Incorporated | 37.3K | $19.2M | $22.9M | 2.41% | -- | 2026-06-30 |
| 23 | V | Visa Inc | 49.1K | $16.8M | $19.8M | 2.09% | +4.5K | 2026-06-30 |
| 24 | WULF | Terawulf | 474.1K | $11.7M | $5.7M | 0.60% | -- | 2026-06-30 |
| 25 | KEEL | Keel Infrastructure Corp | 1.99M | $11.4M | $4.3M | 0.46% | -- | 2026-06-30 |
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