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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 $1,027,448,199 across 30 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 58.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-349563

Period
2026-06-30
Reported value
$1.03B
Holdings
30
Top 10 weight
58.24%
New
11
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RIOTnew+1,567,657$42.9M
HUTnew+369,108$42.6M
AALnew+2,256,000$40.8M
DALnew+276,846$25.9M
UBERadded+276,500$20M

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
CPNGreduced-1,740,800-$30.2M
AMZNreduced-115,137-$27.4M
AMDreduced-14,666-$8.52M
FIGRexited-149,130-$5.06M
GOOGLreduced-11,050-$3.95M

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, Q2 2026

Share positions as resolved from 13F-HR 0001193125-26-349563, largest first. % of portfolio is the value over $898,799,119, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157,800 shares; 2025Q3: 178,317 shares; 2025Q4: 125,676 shares; 2026Q1: 179,476 shares; 2026Q2: 164,810 shares 164,810$95.7M10.65%-14,666Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 857,683 shares; 2026Q1: 5,563,000 shares; 2026Q2: 3,822,200 shares 3,822,200$66.4M7.39%-1,740,800Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249,731 shares; 2024Q4: 1,404,319 shares; 2025Q1: 2,028,919 shares; 2025Q2: 2,576,709 shares; 2025Q3: 2,720,728 shares; 2025Q4: 2,660,601 shares; 2026Q1: 2,660,601 shares; 2026Q2: 2,660,601 shares 2,660,601$56.2M6.25%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,345 shares; 2024Q4: 227,511 shares; 2025Q1: 227,511 shares; 2025Q2: 323,511 shares; 2025Q3: 373,911 shares; 2025Q4: 374,749 shares; 2026Q1: 321,249 shares; 2026Q2: 206,112 shares 206,112$49.1M5.47%-115,137Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,575 shares; 2024Q4: 123,575 shares; 2025Q1: 123,575 shares; 2025Q2: 123,575 shares; 2025Q3: 123,575 shares; 2025Q4: 122,210 shares; 2026Q1: 122,210 shares; 2026Q2: 122,210 shares 122,210$45.3M5.04%0Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,195 shares; 2024Q4: 196,195 shares; 2025Q1: 196,195 shares; 2025Q2: 196,195 shares; 2025Q3: 152,495 shares; 2025Q4: 149,125 shares; 2026Q1: 140,407 shares; 2026Q2: 140,407 shares 140,407$44.6M4.96%0Timeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,567,657 shares 1,567,657$42.9M4.78%newTimeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 369,108 shares 369,108$42.6M4.74%newTimeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 399,200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,256,000 shares 2,256,000$40.8M4.54%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 294,701 shares; 2025Q2: 97,000 shares; 2025Q3: 154,800 shares; 2025Q4: 176,979 shares; 2026Q1: 104,679 shares; 2026Q2: 199,179 shares 199,179$39.9M4.43%+94,500Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 555,321 shares; 2025Q3: 204,460 shares; 2025Q4: 203,158 shares; 2026Q1: 193,158 shares; 2026Q2: 385,558 shares 385,558$39.1M4.35%+192,400Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,350 shares; 2024Q4: 87,826 shares; 2025Q1: 68,076 shares; 2025Q2: 75,376 shares; 2025Q3: 75,376 shares; 2025Q4: 100,105 shares; 2026Q1: 70,379 shares; 2026Q2: 64,416 shares 64,416$36.3M4.04%-5,963Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,000 shares; 2024Q4: 111,000 shares; 2025Q1: 117,500 shares; 2025Q2: 140,400 shares; 2025Q3: 224,610 shares; 2025Q4: 223,423 shares; 2026Q1: 119,723 shares; 2026Q2: 224,523 shares 224,523$35.6M3.96%+104,800Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,490 shares; 2024Q4: 112,622 shares; 2025Q1: 126,811 shares; 2025Q2: 158,154 shares; 2025Q3: 172,854 shares; 2025Q4: 96,936 shares; 2026Q1: 89,376 shares; 2026Q2: 89,376 shares 89,376$35.5M3.95%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,600 shares; 2025Q2: not reported; 2025Q3: 86,600 shares; 2025Q4: 71,639 shares; 2026Q1: 65,039 shares; 2026Q2: 68,039 shares 68,039$32.5M3.62%+3,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,423 shares; 2024Q4: 63,438 shares; 2025Q1: 91,938 shares; 2025Q2: 96,404 shares; 2025Q3: 93,404 shares; 2025Q4: 91,788 shares; 2026Q1: 67,588 shares; 2026Q2: 74,103 shares 74,103$27.6M3.08%+6,515Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 161,415 shares; 2025Q1: 154,415 shares; 2025Q2: 149,415 shares; 2025Q3: 197,515 shares; 2025Q4: 126,876 shares; 2026Q1: 85,776 shares; 2026Q2: 74,726 shares 74,726$26.7M2.97%-11,050Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 276,846 shares 276,846$25.9M2.88%newTimeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,954 shares; 2024Q4: 20,954 shares; 2025Q1: 20,954 shares; 2025Q2: 20,954 shares; 2025Q3: 20,954 shares; 2025Q4: 20,666 shares; 2026Q1: 20,666 shares; 2026Q2: 20,666 shares 20,666$23.4M2.6%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,480 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares; 2026Q2: 292,500 shares 292,500$21.1M2.35%+276,500Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,936 shares; 2024Q4: 37,939 shares; 2025Q1: 37,939 shares; 2025Q2: 37,939 shares; 2025Q3: 37,939 shares; 2025Q4: 37,310 shares; 2026Q1: 37,310 shares; 2026Q2: 37,310 shares 37,310$19.2M2.13%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,120 shares; 2024Q4: 32,508 shares; 2025Q1: 32,508 shares; 2025Q2: 32,508 shares; 2025Q3: 32,508 shares; 2025Q4: 32,072 shares; 2026Q1: 44,572 shares; 2026Q2: 49,072 shares 49,072$16.8M1.87%+4,500Timeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 474,105 shares 474,105$11.7M1.3%newTimeline
KEELKEEL INFRASTRUCTURE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,988,020 shares 1,988,020$11.4M1.27%newTimeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,800 shares 53,800$7.87M0.88%newTimeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000$2.77M0.31%newTimeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,815 shares 5,815$1.58M0.18%newTimeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000$171K0.02%newTimeline
EQPTEQUIPMENTSHARE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000$19.7K<0.01%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
QQQINVESCO QQQ TR COMput174,700$129Mnew

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
HYGISHARES TR640,000$50.9Mput
SPYSTATE STR SPDR S&P 500 ETF T31,000$20.2Mput
ECHOSTAR CORPECHOSTAR CORP4,463,000$16Mprincipal
AALAMERICAN AIRLINES GROUP INC850,000$9.13Mcall
FIGRFIGURE TECHNOLOGY SOLUTIO149,130$5.06Mshares

How Q2 2026 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 0001193125-26-349563 base2026-08-13acceptance time not in the bulk data set