Pacific Heights Asset Management
$3.0B Assets Reported
79 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORP | 620,000 | $294M | 9.8% |
| PLTR | PALANTIR TECHNOLOGIES INC | 1,360,000 | $199M | 6.7% |
| FCX | FREEPORT-MCMORAN INC | 2,650,000 | $156M | 5.2% |
| NVDA | NVIDIA CORP | 875,000 | $153M | 5.1% |
| META | META PLATFORMS INC | 230,000 | $132M | 4.4% |
| AVGO | BROADCOM INC | 260,000 | $80M | 2.7% |
| COST | COSTCO WHSL CORP NEW | 73,000 | $73M | 2.4% |
| APP | APPLOVIN CORP | 175,000 | $70M | 2.3% |
| LMT | LOCKHEED MARTIN CORP | 105,000 | $63M | 2.1% |
| PH | PARKER HANNIFIN CORP | 65,000 | $58M | 1.9% |
Track Pacific Heights Asset Management's 13F portfolio: $3.0B in reported holdings, 79 positions. Top holdings, AUM, and quarterly changes on SentiSense.