Pacific Heights Asset Management
$3.2B 13F equity value
78 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Pacific Heights Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORP | 590,000 | $258M | 8.2% |
| NVDA | NVIDIA CORP | 875,000 | $175M | 5.5% |
| FCX | FREEPORT-MCMORAN INC | 2,650,000 | $167M | 5.3% |
| PLTR | PALANTIR TECHNOLOGIES INC | 1,425,000 | $166M | 5.3% |
| META | META PLATFORMS INC | 230,000 | $130M | 4.1% |
| ARM | ARM HOLDINGS PLC | 325,000 | $115M | 3.6% |
| AVGO | BROADCOM INC | 260,000 | $98M | 3.1% |
| APP | APPLOVIN CORP | 175,000 | $90M | 2.9% |
| COST | COSTCO WHSL CORP NEW | 70,000 | $65M | 2.1% |
| PH | PARKER HANNIFIN CORP | 65,000 | $64M | 2.0% |
Track Pacific Heights Asset Management's 13F portfolio: $3.2B in reported holdings, 78 positions. Top holdings and quarterly changes on SentiSense.
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