Columbus Hill Capital Management, L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Columbus Hill Capital Management, L.P. disclosed 21 US equity positions worth $592.5m in its Q1 2026 13F filing. The largest position was CPNG at 17.7% of the reported book, followed by AMZN and NCLH.
What did Columbus Hill Capital Management, L.P. own in Q1 2026? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CPNG COUPANG INC | Consumer Cyclical | 17.7% | $105.0m | 5,563,000 | – | |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 11.3% | $66.9m | 321,249 | – | |
| 3 | NCLH NORWEGIAN CRUISE LINE HLDGS | Consumer Cyclical | 8.4% | $49.8m | 2,660,601 | – | |
| 4 | META META PLATFORMS INC | Communication Services | 6.8% | $40.3m | 70,379 | – | |
| 5 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 6.7% | $40.0m | 122,210 | – | |
| 6 | RCL ROYAL CARIBBEAN GROUP | Consumer Cyclical | 6.5% | $38.6m | 140,407 | – | |
| 7 | AMD ADVANCED MICRO DEVICES INC | Technology | 6.2% | $36.5m | 179,476 | – | |
| 8 | MSFT MICROSOFT CORP | Technology | 4.2% | $25.0m | 67,588 | – | |
| 9 | GOOGL ALPHABET INC | Communication Services | 4.2% | $24.7m | 85,776 | – | |
| 10 | ECHO ECHOSTAR CORP | Communication Services | 3.8% | $22.6m | 193,158 | – | |
| 11 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 3.7% | $22.0m | 65,039 | – | |
| 12 | MA MASTERCARD INCORPORATED | Financial Services | 3.1% | $18.6m | 37,310 | – | |
| 13 | NVDA NVIDIA CORPORATION | Technology | 3.1% | $18.3m | 104,679 | – | |
| 14 | VST VISTRA CORP | Utilities | 3.0% | $18.0m | 119,723 | – | |
| 15 | ECHOSTAR CORP | 2.7% | $16.0m | 4,463,000 | – | ||
| 16 | HUM HUMANA INC | Healthcare | 2.6% | $15.5m | 89,376 | – | |
| 17 | URI UNITED RENTALS INC | Industrials | 2.5% | $15.1m | 20,666 | – | |
| 18 | V VISA INC | Financial Services | 2.3% | $13.5m | 44,572 | – | |
| 19 | FIGR FIGURE TECHNOLOGY SOLUTIO | Financial Services | 0.9% | $5.1m | 149,130 | – | |
| 20 | UBER UBER TECHNOLOGIES INC | Technology | 0.2% | $1.2m | 16,000 | – | |
| 21 | EQPT EQUIPMENTSHARE COM INC | Industrials | 0.0% | $20.4k | 1,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.