PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Q3 2025 13F Holdings
- Locationsan francisco, CA
- Num holdings
79
- Value ($000)
$2,257,156
- Date Filed 10/29/2025
- Form type13F-HR
- CIK 0001323414
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
P PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $204.31M | 9 % | 1,120,000 | ||
TEXAS PACIFIC LAND CORP | COM | 88262P102 | $172.72M | 8 % | 185,000 | ||
N NVIDIA CORP | COM | 67066G104 | $145.53M | 6 % | 780,000 | ||
M META PLATFORMS INC | CL A | 30303M102 | $117.50M | 5 % | 160,000 | ||
F FREEPORT-MCMORAN INC | CL B | 35671D857 | $100.01M | 4 % | 2,550,000 | ||
A BROADCOM INC | COM | 11135F101 | $79.18M | 4 % | 240,000 | ||
A APPLOVIN CORP | COM CL A | 03831W108 | $75.45M | 3 % | 105,000 | ||
P PARKER HANNIFIN CORP | COM | 701094104 | $49.28M | 2 % | 65,000 | ||
C COSTCO WHSL CORP NEW | COM NEW | 22160K105 | $48.13M | 2 % | 52,000 | ||
C CAMECO CORP | COM | 13321L108 | $41.93M | 2 % | 500,000 |
Rows Per Page
10
- 10
- 50
- 100