CHCM
Columbus Hill Capital Management Portfolio holdings
AUM
$758M
1-Year Est. Return
41.79%
1 Year Est. Return
+41.79%
AUM
$695M
AUM Growth
+$220M
(+46%)
Holding
28
Top Buys
| 1 | +$47.3M | |
| 2 | +$24.8M | |
| 3 | +$22.4M | |
| 4 |
Amazon
AMZN
|
+$21.1M |
| 5 |
EchoStar
SATS
|
+$15.4M |
Top Sells
| 1 | +$31.2M | |
| 2 | +$4.75M | |
| 3 | +$3.49M | |
| 4 |
NXP Semiconductors
NXPI
|
+$1.42M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$881K |
Sector Composition
| 1 | Consumer Discretionary | 39.95% |
| 2 | Technology | 18.9% |
| 3 | Communication Services | 18.2% |
| 4 | Healthcare | 6.68% |
| 5 | Industrials | 5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Microchip Technology
MCHP
$28.9B
| – | – |
-72,100
|
|
||
27
TSMC
TSM
$1.48T
| – | – |
-28,600
|
|