Holdings
Pacific Heights Asset Management LLC
As of Jun 30, 2026, Pacific Heights Asset Management LLC reported 74 positions worth US$2.99B. Largest: Texas Pacific Land Corporation, Nvidia Corporation and Freeport-mcmoran, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Texas Pacific Land Corporation | 590K | US$258M | −30,000 | Jun 30, 2026 |
| Nvidia Corporation | 875K | US$175M | no change | Jun 30, 2026 |
| Freeport-mcmoran, Inc. | 2.65M | US$167M | no change | Jun 30, 2026 |
| Palantir Technologies Inc. | 1.43M | US$166M | +65,000 | Jun 30, 2026 |
| Meta Platforms, Inc. | 230K | US$130M | no change | Jun 30, 2026 |
| Broadcom Inc. | 260K | US$98.2M | no change | Jun 30, 2026 |
| Applovin Corporation | 175K | US$90.2M | no change | Jun 30, 2026 |
| Costco Wholesale Corporation | 70,000 | US$65.5M | −3,000 | Jun 30, 2026 |
| Parker-hannifin Corporation | 65,000 | US$63.6M | no change | Jun 30, 2026 |
| Lockheed Martin Corporation | 115K | US$58.6M | +10,000 | Jun 30, 2026 |