13F Portfolios

Columbus Hill Capital Management, L.P.: NVIDIA CORPORATION (NVDA): Quarterly 13F Position History

As of Q2 2026, Columbus Hill Capital Management, L.P. reported 199,179 shares of NVIDIA CORPORATION (NVDA), worth $39.9M and representing 4.4% of its 13F equity book. Quarter-over-quarter share count change: + 94,500 (+90.3%) . The position first appeared in Q1 2025 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 199,179 +94,500 +90.3% $39.9M 4.4% $200.1
Q1 2026 104,679 72,300 -40.9% $18.3M 3.1% $174.4
Q4 2025 176,979 +22,179 +14.3% $33.0M 4.6% $186.5
Q3 2025 154,800 +57,800 +59.6% $28.9M 3.8% $186.6
Q2 2025 97,000 197,701 -67.1% $15.3M 2.2% $158.0
Q1 2025 294,701 $31.9M 6.7% $108.4

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did Columbus Hill Capital Management, L.P. first disclose a NVDA position in 13F-HR filings?

Columbus Hill Capital Management, L.P. first reported NVIDIA CORPORATION (NVDA) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 6 reported quarters within Pactolio's tracked window.

What was Columbus Hill Capital Management, L.P.'s most recent quarter-over-quarter share-count change in NVDA?

Between Q1 2026 and Q2 2026, Columbus Hill Capital Management, L.P. added 94,500 shares of NVDA (+90.3%), bringing the total reported position to 199,179 shares at a market value of $39.9M.

Does the implied price-per-share represent Columbus Hill Capital Management, L.P.'s cost basis in NVDA?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.