SEC Form 13F

Pacific Heights Asset Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-18
Reported value$3,158,133,000
Positions77

Largest disclosed positions

IssuerTickerClassReported valueReported amount
TEXAS PACIFIC LAND CORPTPLCOM$258,207,600590,000
NVIDIA CORPNVDACOM$175,078,750875,000
FREEPORT-MCMORAN INCFCXCL B$166,658,5002,650,000
PALANTIR TECHNOLOGIES INCPLTRCL A$166,254,7501,425,000
META PLATFORMS INCMETACL A$129,556,700230,000
ARM HOLDINGS PLCARMSPONSORED ADS$115,235,250325,000
BROADCOM INCAVGOCOM$98,215,000260,000
APPLOVIN CORPAPPCOM CL A$90,165,250175,000
COSTCO WHSL CORP NEWCOSTCOM NEW$65,482,90070,000
PARKER HANNIFIN CORPPHCOM$63,577,80065,000

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