Columbus Hill Capital Management, L.P.

Name: Columbus Hill Capital Management, L.P. 13F holdings, Q4 2024
Creator: Columbus Hill Capital Management, L.P.
Published: 2025-02-13

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Columbus Hill Capital Management, L.P. reported 22 stock positions worth $503.2 million. Its top holding was Meta Platforms Class A (META) at 10.2% of the portfolio, followed by Amazon.com (AMZN, 9.9%) and Royal Caribbean Cruises (RCL, 9.0%). Compared with Q3 2024, it opened 4 new positions, sold out of 6, added to 8 and reduced 6. The biggest buy was a new position in Nebius (NBIS) and the biggest sale an exit from Uber Technologies (UBER).

Most Recent 13F: Q2 2026
Location: Short Hills, NJ
CIK: 0001384982
Portfolio Value: $503.2M (Q4 2024)
SEC Filing: 0000950123-25-001878 ↗ filed Feb 13, 2025

Holdings Value

Holdings 22 stocks · $503.2M


META Meta Platforms Inc. Class A	10.22%	87,826	$51.4M	Add +64.6%
AMZN Amazon.com Inc.	9.92%	227,511	$49.9M	Reduce -3.7%
RCL Royal Caribbean Cruises Ltd.	9.00%	196,195	$45.3M	No change
NCLH Norwegian Cruise Line Holdin	7.18%	1,404,319	$36.1M	Add +12.4%
PCG P G & E Corp.	7.02%	1,749,449	$35.3M	Add +19.1%
MAR Marriott International Class A	6.85%	123,575	$34.5M	No change
NBIS Nebius Group NV	6.62%	1,202,258	$33.3M	New
GOOGL Alphabet Inc. Class A	6.07%	161,415	$30.6M	New
HUM Humana Inc.	5.68%	112,622	$28.6M	Add +36.5%
MSFT Microsoft Corp.	5.31%	63,438	$26.7M	Add +8.6%
FYBR Frontier Communications Pare	5.27%	763,912	$26.5M	Add +83.8%
MA Mastercard Inc. Class A	3.97%	37,939	$20.0M	Reduce -5.0%
VST Vistra Corp.	3.04%	111,000	$15.3M	Add +0.9%
URI United Rentals Inc.	2.93%	20,954	$14.8M	No change
LTM Latam Airlines Group SA-ADR	2.50%	456,839	$12.6M	Add +14.2%
V Visa Inc. Class A	2.04%	32,508	$10.3M	Reduce -10.0%
UNH Unitedhealth Group Inc.	1.61%	16,041	$8.1M	Reduce -44.8%
MRVL Marvell Technology Inc.	1.57%	71,481	$7.9M	Reduce -63.6%
SNAP Snap Inc. Class A	0.91%	425,800	$4.6M	New
NOW ServiceNow Inc.	0.84%	4,000	$4.2M	No change
CYH Community Health Systems Inc.	0.77%	1,300,000	$3.9M	New
CRM Salesforce Inc.	0.66%	10,000	$3.3M	Reduce -71.8%

Options reported separately and not counted above: QQQ puts ($4.2M).

Other holdings (1): bonds, preferreds, convertibles and warrants · $15.9M (not counted above)

Security	Class	Shares / Principal	Value	Change
ECHOSTAR CORP (ECHO 3.875 11/30/30)	NOTE 3.875%11/3 · principal	15,081,946	$15.9M	New

Total filed on the 13F, all lines: $519.0M.

Portfolio Sells Q3 2024 → Q4 2024


UBER Uber Technologies Inc.	Sold out	0.00%	−5.70
HTHT H World Group Ltd.-ADR	Sold out	0.00%	−4.81
SGRY Surgery Partners Inc.	Sold out	0.00%	−3.81
TECK Teck Resources Ltd.-CLS B	Sold out	0.00%	−2.66
UNH Unitedhealth Group Inc.	Reduce -44.8%	1.61%	−2.09
MRVL Marvell Technology Inc.	Reduce -63.6%	1.57%	−1.52
CRM Salesforce Inc.	Reduce -71.8%	0.66%	−1.45
LVS Las Vegas Sands Corp.	Sold out	0.00%	−0.63
QCOM Qualcomm Inc.	Sold out	0.00%	−0.42
MA Mastercard Inc. Class A	Reduce -5.0%	3.97%	−0.33
V Visa Inc. Class A	Reduce -10.0%	2.04%	−0.13
AMZN Amazon.com Inc.	Reduce -3.7%	9.92%	+0.31

Portfolio Buys Q3 2024 → Q4 2024


NBIS Nebius Group NV	New	6.62%	+6.62
GOOGL Alphabet Inc. Class A	New	6.07%	+6.07
META Meta Platforms Inc. Class A	Add +64.6%	10.22%	+3.55
FYBR Frontier Communications Pare	Add +83.8%	5.27%	+2.04
NCLH Norwegian Cruise Line Holdin	Add +12.4%	7.18%	+1.59
SNAP Snap Inc. Class A	New	0.91%	+0.91
CYH Community Health Systems Inc.	New	0.77%	+0.77
PCG P G & E Corp.	Add +19.1%	7.02%	+0.67
LTM Latam Airlines Group SA-ADR	Add +14.2%	2.50%	+0.20
VST Vistra Corp.	Add +0.9%	3.04%	+0.19
HUM Humana Inc.	Add +36.5%	5.68%	−0.03
MSFT Microsoft Corp.	Add +8.6%	5.31%	−0.17

Options Activity Q3 2024 → Q4 2024


QQQ Invesco QQQ Trust Series 1	put	New	8,300	$4.2M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

Notes & Other Activity Q3 2024 → Q4 2024


DISH NETWORK CORP (DISH 3.375 08/15/26)	NOTE 3.375% 8/1 · principal	Sold out	27,139,000	$21.9Mbefore exit
ECHOSTAR CORP (ECHO 3.875 11/30/30)	NOTE 3.875%11/3 · principal	New	15,081,946	$15.9M
DISH NETWORK CORP (DISH 0 12/15/25)	NOTE 12/1 · principal	Sold out	10,500,000	$9.0Mbefore exit

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 2024Amended	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