13F HOLDINGS REPORT
Columbus Hill Capital Management, L.P.
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0000950123-25-007720
Total Value
$694.7M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 323,511 | $71.0M | 10.22% |
| 2 | ROYAL CARIBBEAN GROUP | V7780T103 | 196,195 | $61.4M | 8.84% |
| 3 | META PLATFORMS INC | META | 75,376 | $55.6M | 8.01% |
| 4 | NORWEGIAN CRUISE LNE HLDG L | NCLH | 2,576,709 | $52.3M | 7.52% |
| 5 | DRAFTKINGS INC NEW | DKNG | 1,183,580 | $50.8M | 7.31% |
| 6 | MICROSOFT CORP | MSFT | 96,404 | $48.0M | 6.90% |
| 7 | HUMANA INC | HUM | 158,154 | $38.7M | 5.57% |
| 8 | MARRIOTT INTL INC NEW | 571903202 | 123,575 | $33.8M | 4.86% |
| 9 | FRONTIER COMMUNICATIONS PARE | 35909D109 | 798,466 | $29.1M | 4.18% |
| 10 | VISTRA CORP | VST | 140,400 | $27.2M | 3.92% |
| 11 | ALPHABET INC | GOOG | 149,415 | $26.3M | 3.79% |
| 12 | MARVELL TECHNOLOGY INC | MRVL | 319,942 | $24.8M | 3.56% |
| 13 | ADVANCED MICRO DEVICES INC | AMD | 157,800 | $22.4M | 3.22% |
| 14 | MASTERCARD INCORPORATED | MA | 37,939 | $21.3M | 3.07% |
| 15 | LATAM AIRLINES GROUP SA | LTM | 466,839 | $19.0M | 2.73% |
| 16 | ECHOSTAR CORP | SATS | 15,403,379 | $18.2M | 2.62% |
| 17 | UNITED RENTALS INC | URI | 20,954 | $15.8M | 2.27% |
| 18 | ECHOSTAR CORP | SATS | 555,321 | $15.4M | 2.21% |
| 19 | NVIDIA CORPORATION | NVDA | 97,000 | $15.3M | 2.21% |
| 20 | VISA INC | V | 32,508 | $11.5M | 1.66% |
| 21 | NXP SEMICONDUCTORS N V | NXPI | 39,300 | $8.6M | 1.24% |
| 22 | FLUTTER ENTMT PLC | G3643J108 | 29,178 | $8.3M | 1.20% |
| 23 | UNITEDHEALTH GROUP INC | UNH | 24,870 | $7.8M | 1.12% |
| 24 | SHOPIFY INC | SHOP | 46,900 | $5.4M | 0.78% |
| 25 | SERVICENOW INC | NOW | 4,000 | $4.1M | 0.59% |
| 26 | SALESFORCE INC | CRM | 10,000 | $2.7M | 0.39% |