Columbus Hill Capital Management, L.P.
Short Hills NJ · SEC CIK 0001384982
$6.73亿2026Q1 申报市值
24持仓数
71.0%前十大占比 · 第一大 15.6%
5 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CPNG 加仓+$8,883.64万
AMD 加仓+$1,094.45万
V 加仓+$377.80万
UBER 新建仓+$115.09万
EQPT 新建仓+$2.04万
2026Q1 卖出最多 按季末市值估算
ECHO 减仓-$2,811.18万
LTM 清仓-$1,781.94万
META 减仓-$1,700.71万
VST 减仓-$1,558.92万
FRONTIER COMMUNI 清仓-$1,438.94万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CPNG | COUPANG INC | $1.05亿 | 15.61% | 5,563,000 | 4,705,317 | 548.6% | $8,883.64万 | 加仓 |
| AMZN | AMAZON COM INC | $6,690.65万 | 9.95% | 321,249 | -53,500 | -14.3% | -$1,114.24万 | 减仓 |
| HYG | ISHARES TR 看跌期权 | $5,091.84万 | 7.57% | 640,000 | 640,000 | — | $5,091.84万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $4,975.32万 | 7.40% | 2,660,601 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $4,026.59万 | 5.99% | 70,379 | -29,726 | -29.7% | -$1,700.71万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $3,997.12万 | 5.94% | 122,210 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $3,863.72万 | 5.74% | 140,407 | -8,718 | -5.8% | -$239.90万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,651.08万 | 5.43% | 179,476 | 53,800 | 42.8% | $1,094.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,501.91万 | 3.72% | 67,588 | -24,200 | -26.4% | -$895.81万 | 减仓 |
| GOOGL | ALPHABET INC | $2,466.57万 | 3.67% | 85,776 | -41,100 | -32.4% | -$1,181.87万 | 减仓 |
| ECHO | ECHOSTAR CORP | $2,261.30万 | 3.36% | 193,158 | -10,000 | -4.9% | -$117.07万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,197.99万 | 3.27% | 65,039 | -6,600 | -9.2% | -$223.05万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $2,016.05万 | 3.00% | 31,000 | 31,000 | — | $2,016.05万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $1,864.23万 | 2.77% | 37,310 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $1,825.60万 | 2.71% | 104,679 | -72,300 | -40.9% | -$1,260.91万 | 减仓 |
| VST | VISTRA CORP | $1,799.80万 | 2.68% | 119,723 | -103,700 | -46.4% | -$1,558.92万 | 减仓 |
| ECHO | ECHOSTAR CORP | $1,597.85万 | 2.38% | 4,463,000 | -7,852,000 | -63.8% | -$2,811.18万 | 减仓 |
| HUM | HUMANA INC | $1,549.69万 | 2.30% | 89,376 | -7,560 | -7.8% | -$131.08万 | 减仓 |
| URI | UNITED RENTALS INC | $1,505.64万 | 2.24% | 20,666 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $1,347.14万 | 2.00% | 44,572 | 12,500 | 39.0% | $377.80万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC 看涨期权 | $912.90万 | 1.36% | 850,000 | 850,000 | — | $912.90万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $506.30万 | 0.75% | 149,130 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $115.09万 | 0.17% | 16,000 | 16,000 | — | $115.09万 | 新建仓 |
| EQPT | EQUIPMENTSHARE COM INC | $2.04万 | 0.00% | 1,000 | 1,000 | — | $2.04万 | 新建仓 |
| LTM | LATAM AIRLINES GROUP SA | $0 | 0.00% | 0 | -329,927 | -100.0% | -$1,781.94万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -377,972 | -100.0% | -$1,438.94万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -46,123 | -100.0% | -$742.44万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -37,161 | -100.0% | -$644.71万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -2,738 | -100.0% | -$462.89万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$306.38万 | 清仓 |