The Analysis of Columbus Hill Capital Management, L.P.'s Holdings

Currently, Columbus Hill Capital Management, L.P. holds 27 types of securities in its portfolio with a total value $758.0M. In the most recent quarter, they have increased their positions in TSM (+86.6K shares, valued at $24.2M), VST (+84.2K shares, valued at $16.5M), GOOGL (+48.1K shares, valued at $11.7M); decreased their positions in SATS (-350.9K shares, valued at $26.8M), DKNG (-470.0K shares, valued at $17.6M), FYBR (-415.0K shares, valued at $15.5M); initiated new positions in TSM (+86.6K shares, valued at $24.2M), TXN (+38.0K shares, valued at $7.0M), FIGR (+152.5K shares, valued at $5.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC373.9K shares15.58%2025-09-302025-11-13

NCLH NORWEGIAN CRUISE LNE HLDG L2.7M shares5.59%2025-09-302025-11-13

META META PLATFORMS INC75.4K shares0.00%2025-09-302025-11-13

RCL ROYAL CARIBBEAN GROUP152.5K shares-22.27%2025-09-302025-11-13

MSFT MICROSOFT CORP93.4K shares-3.11%2025-09-302025-11-13

GOOGL ALPHABET INC197.5K shares32.19%2025-09-302025-11-13

HUM HUMANA INC172.9K shares9.29%2025-09-302025-11-13

VST VISTRA CORP224.6K shares59.98%2025-09-302025-11-13

Sponsored

ECHOSTAR CORP ECHOSTAR CORP15.4M shares0.00%2025-09-302025-11-13

MAR MARRIOTT INTL INC NEW123.6K shares0.00%2025-09-302025-11-13

NVDA NVIDIA CORPORATION154.8K shares59.59%2025-09-302025-11-13

AMD ADVANCED MICRO DEVICES INC178.3K shares13.00%2025-09-302025-11-13

DKNG DRAFTKINGS INC NEW713.6K shares-39.71%2025-09-302025-11-13

TSM TAIWAN SEMICONDUCTOR MFG LTD86.6K sharesnew addition2025-09-302025-11-13

MA MASTERCARD INCORPORATED37.9K shares0.00%2025-09-302025-11-13

LTM LATAM AIRLINES GROUP SA466.8K shares0.00%2025-09-302025-11-13