Columbus Hill Capital Management, L.P.
Short Hills NJ · SEC CIK 0001384982
$10.27亿2026Q2 申报市值
30持仓数
59.6%前十大占比 · 第一大 12.5%
11 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RIOT 新建仓+$4,292.24万
HUT 新建仓+$4,261.17万
AAL 新建仓+$4,076.59万
DAL 新建仓+$2,592.94万
UBER 加仓+$1,995.22万
2026Q2 卖出最多 按季末市值估算
CPNG 减仓-$3,023.77万
AMZN 减仓-$2,744.18万
ECHO 清仓-$1,597.85万
AMD 减仓-$851.96万
FIGR 清仓-$506.30万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR 看跌期权 | $1.29亿 | 12.52% | 174,700 | 174,700 | — | $1.29亿 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $9,573.98万 | 9.32% | 164,810 | -14,666 | -8.2% | -$851.96万 | 减仓 |
| CPNG | COUPANG INC | $6,639.16万 | 6.46% | 3,822,200 | -1,740,800 | -31.3% | -$3,023.77万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $5,616.53万 | 5.47% | 2,660,601 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $4,912.47万 | 4.78% | 206,112 | -115,137 | -35.8% | -$2,744.18万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $4,528.98万 | 4.41% | 122,210 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $4,458.34万 | 4.34% | 140,407 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $4,292.24万 | 4.18% | 1,567,657 | 1,567,657 | — | $4,292.24万 | 新建仓 |
| HUT | HUT 8 CORP | $4,261.17万 | 4.15% | 369,108 | 369,108 | — | $4,261.17万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $4,076.59万 | 3.97% | 2,256,000 | 2,256,000 | — | $4,076.59万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $3,985.37万 | 3.88% | 199,179 | 94,500 | 90.3% | $1,890.85万 | 加仓 |
| ECHO | ECHOSTAR CORP | $3,913.41万 | 3.81% | 385,558 | 192,400 | 99.6% | $1,952.86万 | 加仓 |
| META | META PLATFORMS INC | $3,628.49万 | 3.53% | 64,416 | -5,963 | -8.5% | -$335.89万 | 减仓 |
| VST | VISTRA CORP | $3,561.61万 | 3.47% | 224,523 | 104,800 | 87.5% | $1,662.44万 | 加仓 |
| HUM | HUMANA INC | $3,550.19万 | 3.46% | 89,376 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,249.34万 | 3.16% | 68,039 | 3,000 | 4.6% | $143.27万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,764.19万 | 2.69% | 74,103 | 6,515 | 9.6% | $243.02万 | 加仓 |
| GOOGL | ALPHABET INC | $2,670.48万 | 2.60% | 74,726 | -11,050 | -12.9% | -$394.89万 | 减仓 |
| DAL | DELTA AIR LINES INC | $2,592.94万 | 2.52% | 276,846 | 276,846 | — | $2,592.94万 | 新建仓 |
| URI | UNITED RENTALS INC | $2,341.23万 | 2.28% | 20,666 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $2,110.68万 | 2.05% | 292,500 | 276,500 | 1,728.1% | $1,995.22万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,916.24万 | 1.87% | 37,310 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $1,683.61万 | 1.64% | 49,072 | 4,500 | 10.1% | $154.39万 | 加仓 |
| WULF | TERAWULF | $1,171.04万 | 1.14% | 474,105 | 474,105 | — | $1,171.04万 | 新建仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $1,141.12万 | 1.11% | 1,988,020 | 1,988,020 | — | $1,141.12万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $786.50万 | 0.77% | 53,800 | 53,800 | — | $786.50万 | 新建仓 |
| DASH | DOORDASH INC | $276.80万 | 0.27% | 15,000 | 15,000 | — | $276.80万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $158.14万 | 0.15% | 5,815 | 5,815 | — | $158.14万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $17.09万 | 0.02% | 1,000 | 1,000 | — | $17.09万 | 新建仓 |
| EQPT | EQUIPMENTSHARE COM INC | $1.97万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -640,000 | -100.0% | -$5,091.84万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -31,000 | -100.0% | -$2,016.05万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -4,463,000 | -100.0% | -$1,597.85万 | 清仓 |
| AAL | AMERICAN AIRLINES GROUP INC 看涨期权 | $0 | 0.00% | 0 | -850,000 | -100.0% | -$912.90万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -149,130 | -100.0% | -$506.30万 | 清仓 |