Stock Taper

COLUMBUS HILL CAPITAL MANAGEMENT, L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Space Exploration Technologies Corp.SPCX1K$170.86K
EquipmentShare.com Inc.EQPT1K$19.66K
Credo Technology Group Holding LtdCRDO5.82K$1.58M
DoorDash, Inc.DASH15K$2.77M
United Rentals, Inc.URI20.67K$23.41M
Mastercard IncorporatedMA37.31K$19.16M
Visa Inc.V49.07K$16.84M
Coinbase Global, Inc.COIN53.8K$7.87M
Meta Platforms, Inc.META64.42K$36.28M
Taiwan Semiconductor Manufacturing Company LimitedTSM68.04K$32.49M
Microsoft CorporationMSFT74.1K$27.64M
Alphabet Inc.GOOGL74.73K$26.7M
Humana Inc.HUM89.38K$35.5M
Marriott International, Inc.MAR122.21K$45.29M
Royal Caribbean Cruises Ltd.RCL140.41K$44.58M
Advanced Micro Devices, Inc.AMD164.81K$95.74M
NVIDIA CorporationNVDA199.18K$39.85M
Amazon.com, Inc.AMZN206.11K$49.12M
Vistra Corp.VST224.52K$35.62M
Delta Air Lines, Inc.DAL276.85K$25.93M