EdgeMarket › What Columbus Hill Capital Management, L.P. reported owning

What Columbus Hill Capital Management, L.P. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

672.7M

Positions

24

Quarter

2026-03-31

Shown below

21
largest by value
holdingvalue% of booksharesprice1y
CPNG
Coupang, Inc.
105.0M15.6%5.6M16.45-43.0%
AMZN
AMAZON COM INC
66.9M9.9%321.2K258.63+15.6%
NCLH
Norwegian Cruise Line Holdings Ltd.
49.8M7.4%2.7M17.24-27.7%
META
Meta Platforms, Inc.
40.3M6.0%70.4K549.90-26.5%
MAR
MARRIOTT INTERNATIONAL INC /MD/
40.0M5.9%122.2K356.39+35.2%
RCL
ROYAL CARIBBEAN CRUISES LTD
38.6M5.7%140.4K292.00-11.3%
AMD
ADVANCED MICRO DEVICES INC
36.5M5.4%179.5K473.25+186.5%
MSFT
MICROSOFT CORP
25.0M3.7%67.6K483.24-4.4%
GOOGL
Alphabet Inc.
24.7M3.7%85.8K344.82+73.0%
ECHO
EchoStar CORP
22.6M3.4%193.2K86.81+214.0%
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
22.0M3.3%65.0K418.95+83.3%
MA
Mastercard Inc
18.6M2.8%37.3K580.63-2.0%
NVDA
NVIDIA CORP
18.3M2.7%104.7K214.72+22.4%
VST
Vistra Corp.
18.0M2.7%119.7K136.21-29.4%
unmapped CUSIP 278768AB216.0M2.4%4.5M
HUM
HUMANA INC
15.5M2.3%89.4K378.88+30.6%
URI
UNITED RENTALS, INC.
15.1M2.2%20.7K1,098.51+21.8%
V
VISA INC.
13.5M2.0%44.6K371.04+7.9%
FIGR
Figure Technology Solutions, Inc.
5.1M0.8%149.1K39.10
UBER
Uber Technologies, Inc
1.2M0.2%16.0K78.80-15.9%
EQPT
EquipmentShare.com Inc
20.4K0.0%1.0K18.51

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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