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Q2 2026 13F · SEC CIK 1384982

Columbus Hill Capital Management, L.P.

Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$898.8M
Reported positions
29
Top holdings a year, 3 yrs
+18.7%
Assets under management
$1.6B

Columbus Hill Capital Management, L.P. is a hedge fund that reported 29 positions worth $898.8M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Advanced Micro Devices Inc (AMD, 10.7%), Coupang Inc (CPNG, 7.4%), Norwegian Cruise Line Hldg L (NCLH, 6.2%). A portfolio copying its top holdings returned 18.7% a year over the last 3 years, against 20.4% for the S&P 500.

Columbus Hill Capital Management, L.P. holdings all 29 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Columbus Hill Capital Management, L.P. 13F holdings
Stock% of 13F valueShare changeReported value
AMDAdvanced Micro Devices Inc10.7%-8.2%$95.7M
CPNGCoupang Inc7.4%-31.3%$66.4M
NCLHNorwegian Cruise Line Hldg L6.2%+0.0%$56.2M
AMZNAmazon Com Inc Com5.5%-35.8%$49.1M
MARMarriott Intl Inc New Cl A5.0%+0.0%$45.3M
RCLRoyal Caribbean Group5.0%+0.0%$44.6M
RIOTRiot Platforms Inc4.8%—$42.9M
HUTHut 8 Corp4.7%—$42.6M
AALAmerican Airlines Group Inc4.5%—$40.8M
NVDANvidia Corporation Com4.4%+90.3%$39.9M
ECHOEchostar Corp4.4%+99.6%$39.1M
METAMeta Platforms Inc Class A4.0%-8.5%$36.3M
VSTVistra Corp Com4.0%+87.5%$35.6M
HUMHumana Inc4.0%+0.0%$35.5M
TSMTaiwan Semiconductor Manufac3.6%+4.6%$32.5M
MSFTMicrosoft Corp3.1%+9.6%$27.6M
GOOGLAlphabet Inc3.0%-12.9%$26.7M
DALDelta Air Lines Inc Com New2.9%—$25.9M
URIUnited Rentals Inc Com2.6%+0.0%$23.4M
UBERUber Technologies Inc2.3%+1728.1%$21.1M
MAMastercard Inc.2.1%+0.0%$19.2M
VVisa Inc Com Cl A1.9%+10.1%$16.8M
WULFTerawulf Inc1.3%—$11.7M
KEELKeel Infrastructure Corp1.3%—$11.4M
COINCoinbase Global Inc0.9%—$7.9M
DASHDoordash Inc0.3%—$2.8M
CRDOCredo Technology Group Holdi0.2%—$1.6M
SPCXSpace Ex Tech Spacex Class A0.0%—$171K
EQPTEquipmentshare.com0.0%+0.0%$20K

What Columbus Hill Capital Management, L.P. bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+14.6% /yr
S&P 500 +20.1%
3 years
+18.7% /yr
S&P 500 +20.4%
5 years
+10.4% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$898.8M29
Q1 2026$576.5M20
Q4 2025$669.6M24
Q3 2025$720.1M26
Q2 2025$676.5M25
Q1 2025$457.4M23
Q4 2024$503.2M22
Q3 2024$458.1M24
Q2 2024$463.7M30
Q1 2024$432.3M22
Q4 2023$247.9M14
Q3 2023$254.4M15

Questions about Columbus Hill Capital Management, L.P.'s portfolio

What stocks does Columbus Hill Capital Management, L.P. own?

Columbus Hill Capital Management, L.P.'s latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 29 positions worth $898.8M. The largest are Advanced Micro Devices Inc (AMD) at 10.7%, Coupang Inc (CPNG) at 7.4%, Norwegian Cruise Line Hldg L (NCLH) at 6.2%, Amazon Com Inc Com (AMZN) at 5.5% and Marriott Intl Inc New Cl A (MAR) at 5.0%.

What did Columbus Hill Capital Management, L.P. buy last quarter?

In Q2 2026, Columbus Hill Capital Management, L.P. added a new position in Riot Platforms Inc (RIOT), a new position in Hut 8 Corp (HUT), a new position in American Airlines Group Inc (AAL), a new position in Delta Air Lines Inc Com New (DAL), a new position in Terawulf Inc (WULF), Uber Technologies Inc (UBER) (+1728.1% shares), Echostar Corp (ECHO) (+99.6% shares) and Nvidia Corporation Com (NVDA) (+90.3% shares), compared with its Q1 2026 filing.

What did Columbus Hill Capital Management, L.P. sell last quarter?

In Q2 2026, Columbus Hill Capital Management, L.P. sold all of Figure Technology Solutio (FIGR), Amazon Com Inc Com (AMZN) (-35.8% shares), Coupang Inc (CPNG) (-31.3% shares) and Alphabet Inc (GOOGL) (-12.9% shares), compared with its Q1 2026 filing.

How has Columbus Hill Capital Management, L.P.'s portfolio performed?

A portfolio copying Columbus Hill Capital Management, L.P.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.6% against +20.1%. Over 5 years: +10.4% a year against +11.6%.

When is Columbus Hill Capital Management, L.P.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Columbus Hill Capital Management, L.P.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Columbus Hill Capital Management, L.P. manage?

Columbus Hill Capital Management, L.P. reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $898.8M.