Columbus Hill Capital Management, L.P. 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
CH
Columbus Hill Capital Management, L.P.
Institutional Filer 16.64%$592.5M21

Current Portfolio Holdings

Showing all 21 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1CPNGCoupang, Inc.Consumer Cyclical5.6M$105.0M17.73%
2AMZNAmazon.com, Inc.Consumer Cyclical321K$66.9M11.29%
3NCLHNorwegian Cruise Line Holdings Ltd.Consumer Cyclical2.7M$49.8M8.40%
4METAMeta Platforms, Inc.Technology70K$40.3M6.80%
5MARMarriott International, Inc.Consumer Cyclical122K$40.0M6.75%
6RCLRoyal Caribbean Cruises Ltd.Consumer Cyclical140K$38.6M6.52%
7AMDAdvanced Micro Devices, Inc.Technology179K$36.5M6.16%
8MSFTMicrosoft CorporationTechnology68K$25.0M4.22%
9GOOGLAlphabet Inc.Technology86K$24.7M4.16%
10SATSEchoStar CorporationTechnology193K$22.6M3.82%
11TSMTaiwan Semiconductor Manufacturing Company LimitedTechnology65K$22.0M3.71%
12MAMastercard IncorporatedFinancial Services37K$18.6M3.15%
13NVDANVIDIA CorporationTechnology105K$18.3M3.08%
14VSTVistra Corp.Utilities120K$18.0M3.04%
15NaNECHOSTAR CORP4.5M$16.0M2.70%
Showing 1 to 15 of 21 holdings