Columbus Hill Capital Management, L.P. In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Columbus Hill Capital Management, L.P. reported 29 stock positions worth $898.8 million . Its top holding was Advanced Micro Devices (AMD) at 10.7% of the portfolio, followed by Coupang (CPNG, 7.4% ) and Norwegian Cruise Line Holdin (NCLH, 6.2% ). Compared with Q1 2026, it opened 10 new positions, sold out of 1, added to 7 and reduced 5. The biggest buy was a new position in Riot Platforms (RIOT) and the biggest sale Coupang (CPNG, shares −31% ).
Location Short Hills, NJ
CIK 0001384982
Portfolio Value $898.8M (Q2 2026) Holdings 29 stocks · $898.8M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 AMD Advanced Micro Devices 164,810 $95.7M Reduce -8.2% CPNG Coupang Inc. 3,822,200 $66.4M Reduce -31.3% NCLH Norwegian Cruise Line Holdin 2,660,601 $56.2M No change AMZN Amazon.com Inc. 206,112 $49.1M Reduce -35.8% MAR Marriott International Class A 122,210 $45.3M No change RCL Royal Caribbean Cruises Ltd. 140,407 $44.6M No change RIOT Riot Platforms Inc. 1,567,657 $42.9M New HUT Hut 8 Corp. 369,108 $42.6M New AAL American Airlines Group Inc. 2,256,000 $40.8M New NVDA Nvidia Corp. 199,179 $39.9M Add +90.3% ECHO Echostar Corp. Class A 385,558 $39.1M Add +99.6% META Meta Platforms Inc. Class A 64,416 $36.3M Reduce -8.5% VST Vistra Corp. 224,523 $35.6M Add +87.5% HUM Humana Inc. 89,376 $35.5M No change TSM Taiwan Semiconductor-SP ADR 68,039 $32.5M Add +4.6% MSFT Microsoft Corp. 74,103 $27.6M Add +9.6% GOOGL Alphabet Inc. Class A 74,726 $26.7M Reduce -12.9% DAL Delta Air Lines Inc. 276,846 $25.9M New URI United Rentals Inc. 20,666 $23.4M No change UBER Uber Technologies Inc. 292,500 $21.1M Add +1728.1% MA Mastercard Inc. Class A 37,310 $19.2M No change V Visa Inc. Class A 49,072 $16.8M Add +10.1% WULF Terawulf Inc. 474,105 $11.7M New KEEL Keel Infrastructure Corp. 1,988,020 $11.4M New COIN Coinbase Global Inc. Class A 53,800 $7.9M New DASH DoorDash Inc. Class A 15,000 $2.8M New CRDO Credo Technology Group Holdi 5,815 $1.6M New SPCX Space Exploration Techn Class A 1,000 $171K New EQPT Equipmentshare.com Inc. Class A 1,000 $20K No change
Options reported separately and not counted above: QQQ puts ($128.6M).
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ CPNG Coupang Inc. Reduce -31.3% 7.39% −10.83 AMZN Amazon.com Inc. Reduce -35.8% 5.47% −6.14 META Meta Platforms Inc. Class A Reduce -8.5% 4.04% −2.95 GOOGL Alphabet Inc. Class A Reduce -12.9% 2.97% −1.31 FIGR Figure Technology Solut Class A Sold out 0.00% −0.88 AMD Advanced Micro Devices Reduce -8.2% 10.65% +4.32
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ RIOT Riot Platforms Inc. New 4.78% +4.78 HUT Hut 8 Corp. New 4.74% +4.74 AAL American Airlines Group Inc. New 4.54% +4.54 DAL Delta Air Lines Inc. New 2.88% +2.88 UBER Uber Technologies Inc. Add +1728.1% 2.35% +2.15 WULF Terawulf Inc. New 1.30% +1.30 KEEL Keel Infrastructure Corp. New 1.27% +1.27 NVDA Nvidia Corp. Add +90.3% 4.43% +1.27 COIN Coinbase Global Inc. Class A New 0.88% +0.88 VST Vistra Corp. Add +87.5% 3.96% +0.84 ECHO Echostar Corp. Class A Add +99.6% 4.35% +0.43 DASH DoorDash Inc. Class A New 0.31% +0.31 CRDO Credo Technology Group Holdi New 0.18% +0.18 SPCX Space Exploration Techn Class A New 0.02% +0.02 TSM Taiwan Semiconductor-SP ADR Add +4.6% 3.62% −0.20 V Visa Inc. Class A Add +10.1% 1.87% −0.46 MSFT Microsoft Corp. Add +9.6% 3.08% −1.26
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ QQQ Invesco QQQ Trust Series 1 put New 174,700 $128.6M HYG Ishr Ibx Usd Hiyld CB ETF-Ui put Sold out 640,000 $50.9Mbefore exit SPY SS SPDR S&P 500 ETF Trust-US put Sold out 31,000 $20.2Mbefore exit AAL American Airlines Group Inc. call Sold out 850,000 $9.1Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026 Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 29 $898.8M AMD, CPNG, NCLH, AMZN, MAR Q1 2026 20 $576.5M CPNG, AMZN, NCLH, META, MAR Q4 2025 24 $669.6M AMZN, META, NCLH, MSFT, RCL Q3 2025 26 $720.1M AMZN, NCLH, META, RCL, MSFT Q2 2025 25 $676.5M AMZN, RCL, META, NCLH, DKNG Q1 2025 23 $457.4M AMZN, RCL, META, NCLH, MSFT Q4 2024 22 $503.2M META, AMZN, RCL, NCLH, PCG Q3 2024 Amended 24 $458.1M AMZN, RCL, MAR, META, PCG Q2 2024 30 $463.7M AMZN, RCL, HUM, MAR, META Q1 2024 22 $432.3M HUM, AMZN, THC, GOOGL, RCL