PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Q2 2025 13F Holdings
- Locationsan francisco, CA
- Num holdings
78
- Value ($000)
$1,876,657
- Date Filed07/30/2025
- Form type13F-HR
- CIK0001323414
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PLTR PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $201.07 M | 11 % | 1,475,000 | ||
TEXAS PACIFIC LAND CORP | COM | 88262P102 | $174.30 M | 9 % | 165,000 | ||
NVDA NVIDIA CORP | COM | 67066G104 | $135.87 M | 7 % | 860,000 | ||
META META PLATFORMS INC | CL A | 30303M102 | $115.14 M | 6 % | 156,000 | ||
FCX FREEPORT-MCMORAN INC | CL B | 35671D857 | $94.94 M | 5 % | 2,190,000 | ||
AVGO BROADCOM INC | COM | 11135F101 | $60.64 M | 3 % | 220,000 | ||
COST COSTCO WHSL CORP NEW | COM NEW | 22160K105 | $51.48 M | 3 % | 52,000 | ||
PH PARKER HANNIFIN CORP | COM | 701094104 | $44.00 M | 2 % | 63,000 | ||
CCO CAMECO CORP | COM | 13321L108 | $37.12 M | 2 % | 500,000 | ||
MORGAN STANLEY | COM NEW | 617446448 | $29.58 M | 2 % | 210,000 |
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