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Columbus Hill Capital Management, L.P.

Q1 2025 · 13F-HR

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

Filed 2025-05-14 · accession 0000950123-25-005059

$474.2M
Reported value
24
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
023135106AMZNAMAZON COM INC$43.3M9.13%227,511CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$40.3M8.50%196,195CommonSOLE
30303M102METAMETA PLATFORMS INC$39.2M8.27%68,076CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LNE HLDG L$38.5M8.11%2,028,919CommonSOLE
594918104MSFTMICROSOFT CORP$34.5M7.28%91,938CommonSOLE
444859102HUMHUMANA INC$33.6M7.08%126,811CommonSOLE
67066G104NVDANVIDIA CORPORATION$31.9M6.74%294,701CommonSOLE
571903202MARMARRIOTT INTL INC NEW$29.4M6.21%123,575CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$28.6M6.04%798,466CommonSOLE
02079K305GOOGLALPHABET INC$23.9M5.04%154,415CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$20.8M4.39%37,939CommonSOLE
278768AB2SATS 3.875 11/30/30ECHOSTAR CORP$16.8M3.54%15,081,946CommonSOLE
51817R205LTMLATAM AIRLINES GROUP SA$14.9M3.15%476,839CommonSOLE
92840M102VSTVISTRA CORP$13.8M2.91%117,500CommonSOLE
911363109URIUNITED RENTALS INC$13.1M2.77%20,954CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$13.0M2.75%24,870CommonSOLE
92826C839VVISA INC$11.4M2.40%32,508CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$8.7M1.84%45,800CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.7M1.00%28,600CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$3.5M0.74%72,100CommonSOLE
81762P102NOWSERVICENOW INC$3.2M0.67%4,000CommonSOLE
79466L302CRMSALESFORCE INC$2.7M0.57%10,000CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$2.7M0.56%80,000CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$1.6M0.35%7,444CommonSOLE

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.