Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Columbus Hill Capital Management, L.P. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Columbus Hill Capital Management, L.P. (CIK 1384982) reported $672.7M across 18 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CPNG ($105.0M, 15.61%), AMZN ($66.9M, 9.95%), HYG ($50.9M, 7.57%), NCLH ($49.8M, 7.40%), META ($40.3M, 5.99%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CPNGCOUPANG INC$105.0M15.61%5.6MAdded
2AMZNAMAZON COM INC$66.9M9.95%321,249Trimmed
3HYGISHARES TR$50.9M7.57%640,000New
4NCLHNORWEGIAN CRUISE LINE HLDGS$49.8M7.40%2.7MHold
5METAMETA PLATFORMS INC$40.3M5.99%70,379Trimmed
6MARMARRIOTT INTL INC NEW$40.0M5.94%122,210Hold
7RCLROYAL CARIBBEAN GROUP$38.6M5.74%140,407Trimmed
8AMDADVANCED MICRO DEVICES INC$36.5M5.43%179,476Added
9MSFTMICROSOFT CORP$25.0M3.72%67,588Trimmed
10GOOGLALPHABET INC$24.7M3.67%85,776Trimmed
11SATSECHOSTAR CORP$22.6M3.36%193,158Trimmed
12TSMTAIWAN SEMICONDUCTOR MANUFAC$22.0M3.27%65,039Trimmed
13SPYSTATE STR SPDR S&P 500 ETF T$20.2M3.00%31,000New
14MAMASTERCARD INCORPORATED$18.6M2.77%37,310Hold
15NVDANVIDIA CORPORATION$18.3M2.71%104,679Trimmed
16VSTVISTRA CORP$18.0M2.68%119,723Trimmed
17SATSECHOSTAR CORP$16.0M2.38%4.5MTrimmed
18HUMHUMANA INC$15.5M2.30%89,376Trimmed
19URIUNITED RENTALS INC$15.1M2.24%20,666Hold
20VVISA INC$13.5M2.00%44,572Added
21AALAMERICAN AIRLINES GROUP INC$9.1M1.36%850,000New
22FIGURE TECHNOLOGY SOLUTIO$5.1M0.75%149,130Hold
23UBERUBER TECHNOLOGIES INC$1.2M0.17%16,000New
24LTMLATAM AIRLINES GROUP SA$00.00%0Exited
25FYBRFRONTIER COMMUNICATIONS PARE$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-03-31