Columbus Hill Capital Management, L.P. 13F: Quarter-over-Quarter Portfolio Changes
Columbus Hill Capital Management, L.P. reported a disclosed portfolio value of approximately $898.8 million in its latest SEC Form 13F-HR filing for Q2 2026, up 51.7% quarter on quarter. Over the quarter, the fund initiated 10 new positions, bought more shares in 7 holdings, trimmed 5 holdings, and exited 2 positions.
Columbus Hill Capital Management, L.P.'s top buy was a new stake in Riot Platforms INC (RIOT) , equal to 4.8% of the disclosed portfolio. Its top sell was Amazon.com INC (AMZN) . The fund sold 35.8% of its previously reported shares, reducing the position's portfolio weight by 5.8 percentage points.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| RIOT PLATFORMS INC | RIOT | 4.8% | History → |
| HUT 8 CORP | HUT | 4.7% | History → |
| AMERICAN AIRLINES GROUP INC | AAL | 4.5% | History → |
| DELTA AIR LINES INC | DAL | 2.9% | Holders → |
| TERAWULF INC | WULF | 1.3% | Holders → |
| KEEL INFRASTRUCTURE CORP | KEEL | 1.3% | Holders → |
| COINBASE GLOBAL INC | COIN | 0.9% | Holders → |
| DOORDASH INC | DASH | 0.3% | Holders → |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | 0.2% | Holders → |
| SPACE EXPLORATION TECHN CORP | SPCX | 0.0% | Holders → |
Top BuysQ2 2026
The fund's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| UBER TECHNOLOGIES INC | UBER | +2.2% | +1728.1% | Holders → |
| ECHOSTAR CORP | SATS | +0.5% | +99.6% | Holders → |
| NVIDIA CORPORATION | NVDA | +1.4% | +90.3% | History → |
| VISTRA CORP | VST | +0.9% | +87.5% | Holders → |
| VISA INC-CLASS A SHRS | V | +-0.4% | +10.1% | Holders → |
| MICROSOFT CORP | MSFT | +-1.1% | +9.6% | Holders → |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | +-0.1% | +4.6% | Holders → |
Top SellsQ2 2026
The fund's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| AMAZON.COM INC | AMZN | -5.8% | 35.8% | History → |
| COUPANG INC | CPNG | -10.3% | 31.3% | History → |
| ALPHABET INC-CL A | GOOGL | -1.2% | 12.9% | Holders → |
| META PLATFORMS INC | META | -2.8% | 8.5% | Holders → |
| ADVANCED MICRO DEVICES INC | AMD | 4.5% | 8.2% | History → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| ECHOSTAR CORP | ECHO 3.875 11/30/30 | 2.7% |
| FIGURE TECHNOLOGY SOLUTIONS INC | FIGR | 0.9% |
Net Portfolio Value ChangeQ2 2026
- $0.6BPrior quarter
- $0.9BCurrent quarter
- +$0.3BNet delta
- +51.7%% change
Methodology & FAQ
How Columbus Hill Capital Management, L.P. Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Columbus Hill Capital Management, L.P.: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did Columbus Hill Capital Management, L.P. buy in Q2 2026?
In Q2 2026, Columbus Hill Capital Management, L.P. initiated 10 new positions (RIOT PLATFORMS INC (RIOT), HUT 8 CORP (HUT), AMERICAN AIRLINES GROUP INC (AAL), DELTA AIR LINES INC (DAL), TERAWULF INC (WULF), KEEL INFRASTRUCTURE CORP (KEEL), COINBASE GLOBAL INC (COIN), DOORDASH INC (DASH), CREDO TECHNOLOGY GROUP HOLDI (CRDO), SPACE EXPLORATION TECHN CORP (SPCX)); bought more shares of UBER TECHNOLOGIES INC (UBER), ECHOSTAR CORP (SATS), NVIDIA CORPORATION (NVDA), VISTRA CORP (VST), VISA INC-CLASS A SHRS (V) (the largest 5 of 7 adds).
What stocks did Columbus Hill Capital Management, L.P. sell in Q2 2026?
In Q2 2026, Columbus Hill Capital Management, L.P. fully sold 2 positions (ECHOSTAR CORP (ECHO 3.875 11/30/30), FIGURE TECHNOLOGY SOLUTIONS INC (FIGR)); reduced holdings in AMAZON.COM INC (AMZN), COUPANG INC (CPNG), ALPHABET INC-CL A (GOOGL), META PLATFORMS INC (META), ADVANCED MICRO DEVICES INC (AMD).
Which positions did Columbus Hill Capital Management, L.P. initiate in Q2 2026?
Columbus Hill Capital Management, L.P. established 10 new positions in Q2 2026: RIOT PLATFORMS INC (RIOT, 4.8%), HUT 8 CORP (HUT, 4.7%), AMERICAN AIRLINES GROUP INC (AAL, 4.5%), DELTA AIR LINES INC (DAL, 2.9%), TERAWULF INC (WULF, 1.3%), KEEL INFRASTRUCTURE CORP (KEEL, 1.3%), COINBASE GLOBAL INC (COIN, 0.9%), DOORDASH INC (DASH, 0.3%), CREDO TECHNOLOGY GROUP HOLDI (CRDO, 0.2%), SPACE EXPLORATION TECHN CORP (SPCX, 0.0%).
Which existing positions saw the largest allocation increases for Columbus Hill Capital Management, L.P. in Q2 2026?
Of 7 existing positions with share-count increases in Q2 2026, the largest were: UBER TECHNOLOGIES INC (UBER, +2.2% weight, +1728.1% shares), ECHOSTAR CORP (SATS, +0.5% weight, +99.6% shares), NVIDIA CORPORATION (NVDA, +1.4% weight, +90.3% shares), VISTRA CORP (VST, +0.9% weight, +87.5% shares), VISA INC-CLASS A SHRS (V, +-0.4% weight, +10.1% shares), MICROSOFT CORP (MSFT, +-1.1% weight, +9.6% shares), TAIWAN SEMICONDUCTOR MANUFAC (TSM, +-0.1% weight, +4.6% shares).
Which positions did Columbus Hill Capital Management, L.P. fully exit in Q2 2026?
Columbus Hill Capital Management, L.P. fully exited 2 positions in Q2 2026: ECHOSTAR CORP (ECHO 3.875 11/30/30, last-reported weight 2.7%), FIGURE TECHNOLOGY SOLUTIONS INC (FIGR, last-reported weight 0.9%).
Which existing positions saw the largest allocation reductions for Columbus Hill Capital Management, L.P. in Q2 2026?
Of 5 existing positions with share-count reductions in Q2 2026, the largest were: AMAZON.COM INC (AMZN, -5.8% weight, -35.8% shares), COUPANG INC (CPNG, -10.3% weight, -31.3% shares), ALPHABET INC-CL A (GOOGL, -1.2% weight, -12.9% shares), META PLATFORMS INC (META, -2.8% weight, -8.5% shares), ADVANCED MICRO DEVICES INC (AMD, 4.5% weight, -8.2% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.