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Columbus Hill Capital Management, L.P. · 13F 持仓分析
期权收益计算器 机构排行

Columbus Hill Capital Management, L.P.

No.2736 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$10.27亿
环比变动 Q1 2026
+$3.55亿+52.7%
持仓股票数
30
新买入
10
加仓
8
减仓
5
清仓
4
持股不变
7
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
12.52%$1.29亿17.5万股$00股+17.5万股新买入
AMD超威AMD
9.32%5.43%$9,574.0万16.5万股$3,651.1万17.9万股-1.5万股-8.17%减仓
COUPANG INC CLASS ACPNG
6.46%15.61%$6,639.2万382.2万股$1.05亿556.3万股-174.1万股-31.29%减仓
NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH
5.47%7.4%$5,616.5万266.1万股$4,975.3万266.1万股00.00%持仓不变
亚马逊AMZN
4.78%9.95%$4,912.5万20.6万股$6,690.7万32.1万股-11.5万股-35.84%减仓
万豪MAR
4.41%5.94%$4,529.0万12.2万股$3,997.1万12.2万股00.00%持仓不变
ROYAL CARIBBEANRCL
4.34%5.74%$4,458.3万14.0万股$3,863.7万14.0万股00.00%持仓不变
RRiot PlatformsRIOT
4.18%$4,292.2万156.8万股$00股+156.8万股新买入
HHUT 8HUT
4.15%$4,261.2万36.9万股$00股+36.9万股新买入
AAMERICAN AIRLINESAAL
3.97%1.36%$4,076.6万225.6万股$912.9万85.0万股+140.6万股+165.41%加仓
英伟达NVDA
3.88%2.71%$3,985.4万19.9万股$1,825.6万10.5万股+9.5万股+90.28%加仓
EECHOSTAR CORP CLASS CLASS AECHO
3.81%3.36%$3,913.4万38.6万股$2,261.3万19.3万股+19.2万股+99.61%加仓
Meta平台META
3.53%5.99%$3,628.5万6.4万股$4,026.6万7.0万股-5,963股-8.47%减仓
VistraVST
3.47%2.68%$3,561.6万22.5万股$1,799.8万12.0万股+10.5万股+87.54%加仓
HUMANA COMHUM
3.46%2.3%$3,550.2万8.9万股$1,549.7万8.9万股00.00%持仓不变
台积电TSM
3.16%3.27%$3,249.3万6.8万股$2,198.0万6.5万股+3,000股+4.61%加仓
微软MSFT
2.69%3.72%$2,764.2万7.4万股$2,501.9万6.8万股+6,515股+9.64%加仓
谷歌AGOOGL
2.6%3.67%$2,670.5万7.5万股$2,466.6万8.6万股-1.1万股-12.88%减仓
达美航空DAL
2.52%$2,592.9万27.7万股$00股+27.7万股新买入
UNITED RENTALSURI
2.28%2.24%$2,341.2万2.1万股$1,505.6万2.1万股00.00%持仓不变
优步UBER
2.05%0.17%$2,110.7万29.3万股$115.1万1.6万股+27.7万股+1,728.13%加仓
万事达MA
1.87%2.77%$1,916.2万3.7万股$1,864.2万3.7万股00.00%持仓不变
VisaV
1.64%2%$1,683.6万4.9万股$1,347.1万4.5万股+4,500股+10.10%加仓
TTERAWULF COMWULF
1.14%$1,171.0万47.4万股$00股+47.4万股新买入
KKEEL INFRASTRUCTURE CORPKEEL
1.11%$1,141.1万198.8万股$00股+198.8万股新买入
COINBASE GLOBALCOIN
0.77%$786.5万5.4万股$00股+5.4万股新买入
DDOORDASHDASH
0.27%$276.8万1.5万股$00股+1.5万股新买入
CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO
0.15%$158.1万5,815股$00股+5,815股新买入
SSpaceXSPCX
0.02%$17.1万1,000股$00股+1,000股新买入
EEQUIPMENTSHARE COMEQPT
<0.01%<0.01%$2.0万1,000股$2.0万1,000股00.00%持仓不变

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