Vault-13

Columbus Hill Capital Management, L.P.

Short Hills, NJ · CIK 1384982 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2012 · limited partnership

As an employer

$898.8m reported value +51.7% vs Q1 2026
29positions
58.2%in top 10
10 new 7 added 5 reduced 2 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($128.6m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ADVANCED MICRO DEVICES INC COM AMD AMD 164,810 $95.7m10.65% 10.65% ReducedShares held: Q3 2025 178.3k, Q4 2025 125.7k, Q1 2026 179.5k, Q2 2026 164.8k -14.7k -14,666 -8.2%
2 COUPANG INC CL A CPNG CPNG 3,822,200 $66.4m7.39% 7.39% ReducedShares held: Q3 2025 0, Q4 2025 857.7k, Q1 2026 5.6m, Q2 2026 3.8m -1.7m -1,740,800 -31.3%
3 NORWEGIAN CRUISE LINE HLDG L SHS NCLH NCLH 2,660,601 $56.2m6.25% 6.25% UnchangedShares held: Q3 2025 2.7m, Q4 2025 2.7m, Q1 2026 2.7m, Q2 2026 2.7m
4 AMAZON COM INC COM AMZN AMZN 206,112 $49.1m5.47% 5.47% ReducedShares held: Q3 2025 373.9k, Q4 2025 374.7k, Q1 2026 321.2k, Q2 2026 206.1k -115.1k -115,137 -35.8%
5 MARRIOTT INTL INC NEW CL A MAR MAR 122,210 $45.3m5.04% 5.04% UnchangedShares held: Q3 2025 123.6k, Q4 2025 122.2k, Q1 2026 122.2k, Q2 2026 122.2k
6 ROYAL CARIBBEAN GROUP COM RCL RCL 140,407 $44.6m4.96% 4.96% UnchangedShares held: Q3 2025 152.5k, Q4 2025 149.1k, Q1 2026 140.4k, Q2 2026 140.4k
7 RIOT PLATFORMS INC COM RIOT RIOT 1,567,657 $42.9m4.78% 4.78% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.6m
8 HUT 8 CORP COM HUT HUT 369,108 $42.6m4.74% 4.74% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 369.1k
9 AMERICAN AIRLS GROUP INC COM AAL AAL 2,256,000 $40.8m4.54% 4.54% NewShares held: Q3 2025 399.2k, Q4 2025 0, Q1 2026 0, Q2 2026 2.3m
10 NVIDIA CORPORATION COM NVDA NVDA 199,179 $39.9m4.43% 4.43% AddedShares held: Q3 2025 154.8k, Q4 2025 177.0k, Q1 2026 104.7k, Q2 2026 199.2k +94.5k +94,500 90.3%
11 ECHOSTAR CORP CL A ECHO ECHO 385,558 $39.1m4.35% 4.35% AddedShares held: Q3 2025 204.5k, Q4 2025 203.2k, Q1 2026 193.2k, Q2 2026 385.6k +192.4k +192,400 99.6%
12 META PLATFORMS INC CL A META META 64,416 $36.3m4.04% 4.04% ReducedShares held: Q3 2025 75.4k, Q4 2025 100.1k, Q1 2026 70.4k, Q2 2026 64.4k -6.0k -5,963 -8.5%
13 VISTRA CORP COM VST VST 224,523 $35.6m3.96% 3.96% AddedShares held: Q3 2025 224.6k, Q4 2025 223.4k, Q1 2026 119.7k, Q2 2026 224.5k +104.8k +104,800 87.5%
14 HUMANA INC COM HUM HUM 89,376 $35.5m3.95% 3.95% UnchangedShares held: Q3 2025 172.9k, Q4 2025 96.9k, Q1 2026 89.4k, Q2 2026 89.4k
15 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 68,039 $32.5m3.62% 3.62% AddedShares held: Q3 2025 86.6k, Q4 2025 71.6k, Q1 2026 65.0k, Q2 2026 68.0k +3.0k +3,000 4.6%
16 MICROSOFT CORP COM MSFT MSFT 74,103 $27.6m3.08% 3.08% AddedShares held: Q3 2025 93.4k, Q4 2025 91.8k, Q1 2026 67.6k, Q2 2026 74.1k +6.5k +6,515 9.6%
17 ALPHABET INC CAP STK CL A GOOGL GOOGL 74,726 $26.7m2.97% 2.97% ReducedShares held: Q3 2025 197.5k, Q4 2025 126.9k, Q1 2026 85.8k, Q2 2026 74.7k -11.1k -11,050 -12.9%
18 DELTA AIR LINES INC DEL COM NEW DAL DAL 276,846 $25.9m2.88% 2.88% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 276.8k
19 UNITED RENTALS INC COM URI URI 20,666 $23.4m2.60% 2.60% UnchangedShares held: Q3 2025 21.0k, Q4 2025 20.7k, Q1 2026 20.7k, Q2 2026 20.7k
20 UBER TECHNOLOGIES INC COM UBER UBER 292,500 $21.1m2.35% 2.35% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 16.0k, Q2 2026 292.5k +276.5k +276,500 1728.1%
21 MASTERCARD INCORPORATED CL A MA MA 37,310 $19.2m2.13% 2.13% UnchangedShares held: Q3 2025 37.9k, Q4 2025 37.3k, Q1 2026 37.3k, Q2 2026 37.3k
22 VISA INC COM CL A V V 49,072 $16.8m1.87% 1.87% AddedShares held: Q3 2025 32.5k, Q4 2025 32.1k, Q1 2026 44.6k, Q2 2026 49.1k +4.5k +4,500 10.1%
23 TERAWULF INC COM WULF WULF 474,105 $11.7m1.30% 1.30% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 474.1k
24 KEEL INFRASTRUCTURE CORP COM SHS KEEL KEEL 1,988,020 $11.4m1.27% 1.27% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 2.0m
25 COINBASE GLOBAL INC COM CL A COIN COIN 53,800 $7.9m0.88% 0.88% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 53.8k
26 DOORDASH INC CL A DASH DASH 15,000 $2.8m0.31% 0.31% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 15.0k
27 CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO CRDO 5,815 $1.6m0.18% 0.18% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 5.8k
28 SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX SPCX 1,000 $170.9k0.02% 0.02% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.0k
29 EQUIPMENTSHARE COM INC COM CL A EQPT EQPT 1,000 $19.7k0.00% 0.00% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.0k, Q2 2026 1.0k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
ECHOSTAR CORP ECHO 3.875 11.30.30 ECHO 3.875 11.30.30 4,463,000 $16.0m4.5m shares
FIGURE TECHNOLOGY SOLUTIO FIGR FIGR 149,130 $5.1m149.1k shares

Options (notional value)

UnderlyingTickerTypeShares controlled NotionalChange
INVESCO QQQ TR QQQ · Put QQQPut 174,700 $128.6m174.7k shares New