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Columbus Hill Capital Management, L.P.

Q4 2024 · 13F-HR

Columbus Hill Capital Management, L.P.holdings as filed

Filed 2025-02-13 · accession 0000950123-25-001878

$523.3M
Reported value
24
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMETA PLATFORMS INC$51.4M9.83%87,826CommonSOLE
023135106AMZNAMAZON COM INC$49.9M9.54%227,511CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$45.3M8.65%196,195CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LNE HLDG L$36.1M6.91%1,404,319CommonSOLE
69331C108PCGPG&E CORP$35.3M6.75%1,749,449CommonSOLE
571903202MARMARRIOTT INTL INC NEW$34.5M6.59%123,575CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$33.3M6.36%1,202,258CommonSOLE
02079K305GOOGLALPHABET INC$30.6M5.84%161,415CommonSOLE
444859102HUMHUMANA INC$28.6M5.46%112,622CommonSOLE
594918104MSFTMICROSOFT CORP$26.7M5.11%63,438CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$26.5M5.07%763,912CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$20.0M3.82%37,939CommonSOLE
278768AB2SATS 3.875 11/30/30ECHOSTAR CORP$15.9M3.03%15,081,946CommonSOLE
92840M102VSTVISTRA CORP$15.3M2.92%111,000CommonSOLE
911363109URIUNITED RENTALS INC$14.8M2.82%20,954CommonSOLE
51817R205LTMLATAM AIRLINES GROUP SA$12.6M2.41%456,839CommonSOLE
92826C839VVISA INC$10.3M1.96%32,508CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$8.1M1.55%16,041CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$7.9M1.51%71,481CommonSOLE
83304A106SNAPSNAP INC$4.6M0.88%425,800CommonSOLE
46090E103QQQINVESCO QQQ TR$4.2M0.81%8,300PUTSOLE
81762P102NOWSERVICENOW INC$4.2M0.81%4,000CommonSOLE
203668108CYHCOMMUNITY HEALTH SYS INC NEW$3.9M0.74%1,300,000CommonSOLE
79466L302CRMSALESFORCE INC$3.3M0.64%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.