CH

Columbus Hill Capital Management, L.P.

13F
Columbus Hill Capital Management, L.P.
Last update 2025-05-14 23 Stocks (6 new)
Value $457.00 Mil Turnover 19 %
Countries:
Top Holdings: AMZN(9.46%)RCL(8.81%)META(8.58%)NCLH(8.41%)MSFT(7.54%)
Summary Stock Picks Current Portfolio
Columbus Hill Capital Manageme... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMZN
Amazon.com Inc
227,511
43,286.2
0%
9.460
0%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
RCL
Royal Caribbean Group
196,195
40,306.3
0%
8.810
0%
0.070
+82.20%
+52.72%
95,073.3
Travel & Leisure
META
Meta Platforms Inc
68,076
39,236.3
-22.49%
8.580
-2.28%
0.000
+40.55%
+20.48%
1,770,790.4
Interactive Media
NCLH
Norwegian Cruise Line Holdings Ltd
2,028,919
38,468.3
+44.48%
8.410
+2.59%
0.450
+44.02%
-8.32%
10,540.2
Travel & Leisure
MSFT
Microsoft Corp
91,938
34,512.6
+44.93%
7.540
+2.34%
0.000
+38.94%
+21.47%
3,790,969.0
Software
HUM
Humana Inc
126,811
33,554.2
+12.60%
7.340
+0.82%
0.110
-16.35%
-12.52%
26,602.0
Healthcare Plans
NVDA
NVIDIA Corp
294,701
31,939.7
New Holding
6.980
+6.98%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
MAR
Marriott International Inc
123,575
29,435.6
0%
6.440
0%
0.050
+23.99%
-1.81%
74,658.6
Travel & Leisure
FYBR
Frontier Communications Parent Inc
798,466
28,633.0
+4.52%
6.260
+0.27%
0.320
+2.33%
+6.48%
9,246.6
Telecommunication Services
GOOGL
Alphabet Inc
154,415
23,878.7
-4.34%
5.220
-0.26%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media

Columbus Hill Capital Management, L.P.'s Historical Top Holdings Breakdowns

Columbus Hill Capital Management, L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2025-03-31
New Buy
New Buy
+6.98%
●
106.98 ($126.74) 149.43
$172.41
36.03%
New holding
294,701
294,701
PCG
PG&E Corp
2025-03-31
Sold Out
Sold Out
-6.96%
●
15.16 ($16.59) 20.4
$13.45
-18.93%
Sold Out
0
-1,749,449
NBIS
Nebius Group NV
2025-03-31
Sold Out
Sold Out
-6.56%
●
21.11 ($32.9) 48.07
$52.79
60.46%
Sold Out
0
-1,202,258
NCLH
Norwegian Cruise Line Holdings Ltd
2025-03-31
Add
Add
+2.59%
●
18.53 ($24.08) 29.07
$23.59
-2.03%
Add 44.48%
2,028,919
624,600
MSFT
Microsoft Corp
2025-03-31
Add
Add
+2.34%
●
375.39 ($407.71) 447.2
$510.05
25.10%
Add 44.93%
91,938
28,500
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-2.28%
●
576.36 ($645.17) 736.67
$704.28
9.16%
Reduce -22.49%
68,076
-19,750
NXPI
NXP Semiconductors NV
2025-03-31
New Buy
New Buy
+1.90%
●
189.99 ($213.32) 245.86
$225.90
5.90%
New holding
45,800
45,800
MRVL
Marvell Technology Inc
2025-03-31
Sold Out
Sold Out
-1.56%
●
61.57 ($97.02) 126.06
$74.65
-23.06%
Sold Out
0
-71,481
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
New Buy
New Buy
+1.04%
●
165.25 ($194.34) 224.62
$240.40
23.70%
New holding
28,600
28,600
UNH
UnitedHealth Group Inc
2025-03-31
Add
Add
+1.01%
●
461.52 ($511.2) 548.18
$282.65
-44.71%
Add 55.04%
24,870
8,829

Columbus Hill Capital Management, L.P. Total Holding History ($B)

To

Columbus Hill Capital Management, L.P.'s Asset Allocation

To

Columbus Hill Capital Management, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Columbus Hill Capital Management, L.P.'s Hypothetical Growth since 2025-03-31

Columbus Hill Capital Management, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

Columbus Hill Capital Management, L.P.'s Holdings Heat Map

Size field:

Columbus Hill Capital Management, L.P.'s Holdings Bubble Chart

Columbus Hill Capital Management, L.P. News

  • 1

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