13F HOLDINGS REPORT
Columbus Hill Capital Management, L.P.
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001193125-26-049727
Total Value
$710.8M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 374,749 | $86.5M | 12.17% |
| 2 | META PLATFORMS INC | META | 100,105 | $66.1M | 9.30% |
| 3 | NORWEGIAN CRUISE LNE HLDG L | NCLH | 2,660,601 | $59.4M | 8.36% |
| 4 | MICROSOFT CORP | MSFT | 91,788 | $44.4M | 6.25% |
| 5 | ROYAL CARIBBEAN GROUP | V7780T103 | 149,125 | $41.6M | 5.85% |
| 6 | ECHOSTAR CORP | SATS | 12,315,000 | $41.2M | 5.79% |
| 7 | ALPHABET INC | GOOG | 126,876 | $39.7M | 5.59% |
| 8 | MARRIOTT INTL INC NEW | 571903202 | 122,210 | $37.9M | 5.33% |
| 9 | VISTRA CORP | VST | 223,423 | $36.0M | 5.07% |
| 10 | NVIDIA CORPORATION | NVDA | 176,979 | $33.0M | 4.64% |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 125,676 | $26.9M | 3.79% |
| 12 | HUMANA INC | HUM | 96,936 | $24.8M | 3.49% |
| 13 | ECHOSTAR CORP | SATS | 203,158 | $22.1M | 3.11% |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 71,639 | $21.8M | 3.06% |
| 15 | MASTERCARD INCORPORATED | MA | 37,310 | $21.3M | 3.00% |
| 16 | COUPANG INC | CPNG | 857,683 | $20.2M | 2.85% |
| 17 | LATAM AIRLINES GROUP SA | LTM | 329,927 | $17.8M | 2.51% |
| 18 | UNITED RENTALS INC | URI | 20,666 | $16.7M | 2.35% |
| 19 | FRONTIER COMMUNICATIONS PARE | 35909D109 | 377,972 | $14.4M | 2.02% |
| 20 | VISA INC | V | 32,072 | $11.2M | 1.58% |
| 21 | SHOPIFY INC | SHOP | 46,123 | $7.4M | 1.04% |
| 22 | TEXAS INSTRS INC | 882508104 | 37,161 | $6.4M | 0.91% |
| 23 | FIGURE TECHNOLOGY SOLUTIO | FGRS | 149,130 | $6.1M | 0.86% |
| 24 | FAIR ISAAC CORP | FICO | 2,738 | $4.6M | 0.65% |
| 25 | SERVICENOW INC | NOW | 20,000 | $3.1M | 0.43% |