PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Q1 2026 13F Holdings
- Locationsan francisco, CA
- Num holdings
77
- Value ($000)
$2,988,204
- Date Filed 05/08/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TEXAS PACIFIC LAND CORP | COM | 88262P102 | $294.23M | 10 % | 620,000 | ||
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $198.94M | 7 % | 1,360,000 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | $155.77M | 5 % | 2,650,000 | ||
NVIDIA CORP | COM | 67066G104 | $152.6M | 5 % | 875,000 | ||
META PLATFORMS INC | CL A | 30303M102 | $131.59M | 4 % | 230,000 | ||
BROADCOM INC | COM | 11135F101 | $80.47M | 3 % | 260,000 | ||
COSTCO WHSL CORP NEW | COM NEW | 22160K105 | $72.74M | 2 % | 73,000 | ||
APPLOVIN CORP | COM CL A | 03831W108 | $69.65M | 2 % | 175,000 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | $63.46M | 2 % | 105,000 | ||
PARKER HANNIFIN CORP | COM | 701094104 | $58.19M | 2 % | 65,000 |
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