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Columbus Hill Capital Management, L.P.

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13F filer, CIK 1384982, Short Hills, NJ

Columbus Hill Capital Management, L.P. reported $474,211,317 across 24 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 72.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-005059

Period
2025-03-31
Reported value
$474M
Holdings
24
Top 10 weight
72.38%
New
6
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAnew+294,701$31.9M
NCLHadded+624,600$11.8M
MSFTadded+28,500$10.7M
NXPInew+45,800$8.7M
TSMnew+28,600$4.75M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PCGexited-1,749,449-$35.3M
NBISexited-1,202,258-$33.3M
METAreduced-19,750-$11.4M
MRVLexited-71,481-$7.9M
SNAPexited-425,800-$4.59M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000950123-25-005059, largest first. % of portfolio is the value over $474,211,317, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,345 shares; 2024Q4: 227,511 shares; 2025Q1: 227,511 shares 227,511$43.3M9.13%0Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,195 shares; 2024Q4: 196,195 shares; 2025Q1: 196,195 shares 196,195$40.3M8.5%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,350 shares; 2024Q4: 87,826 shares; 2025Q1: 68,076 shares 68,076$39.2M8.27%-19,750Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249,731 shares; 2024Q4: 1,404,319 shares; 2025Q1: 2,028,919 shares 2,028,919$38.5M8.11%+624,600Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,423 shares; 2024Q4: 63,438 shares; 2025Q1: 91,938 shares 91,938$34.5M7.28%+28,500Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,490 shares; 2024Q4: 112,622 shares; 2025Q1: 126,811 shares 126,811$33.6M7.08%+14,189Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 294,701 shares 294,701$31.9M6.74%newTimeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,575 shares; 2024Q4: 123,575 shares; 2025Q1: 123,575 shares 123,575$29.4M6.21%0Timeline
FYBRFRONTIER COMMUNICATIONS PAREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,744 shares; 2024Q4: 763,912 shares; 2025Q1: 798,466 shares 798,466$28.6M6.04%+34,554Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161,415 shares; 2025Q1: 154,415 shares 154,415$23.9M5.04%-7,000Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,936 shares; 2024Q4: 37,939 shares; 2025Q1: 37,939 shares 37,939$20.8M4.39%0Timeline
LTMLATAM AIRLINES GROUP SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 456,839 shares; 2025Q1: 476,839 shares 476,839$14.9M3.15%+20,000Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 111,000 shares; 2025Q1: 117,500 shares 117,500$13.8M2.91%+6,500Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,954 shares; 2024Q4: 20,954 shares; 2025Q1: 20,954 shares 20,954$13.1M2.77%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,041 shares; 2024Q4: 16,041 shares; 2025Q1: 24,870 shares 24,870$13M2.75%+8,829Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,120 shares; 2024Q4: 32,508 shares; 2025Q1: 32,508 shares 32,508$11.4M2.4%0Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,800 shares 45,800$8.7M1.84%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,600 shares 28,600$4.75M1%newTimeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,100 shares 72,100$3.49M0.74%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares 4,000$3.18M0.67%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,459 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000$2.68M0.57%0Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,000 shares 80,000$2.66M0.56%newTimeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,444 shares 7,444$1.65M0.35%newTimeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
ECHOSTAR CORPECHOSTAR CORP NOTE 3.875%11/3principal15,081,946$16.8M0

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PCGPG&E CORP1,749,449$35.3Mshares
NBISNEBIUS GROUP N.V.1,202,258$33.3Mshares
MRVLMARVELL TECHNOLOGY INC71,481$7.9Mshares
SNAPSNAP INC425,800$4.59Mshares
QQQINVESCO QQQ TR8,300$4.24Mput
CYHCOMMUNITY HEALTH SYS INC NEW1,300,000$3.89Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000950123-25-005059 base2025-05-14acceptance time not in the bulk data set