PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Q4 2025 13F Holdings
- Locationsan francisco, CA
- Num holdings
79
- Value ($000)
$2,668,125
- Date Filed02/05/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $208.86M | 8 % | 1,175,000 | ||
TEXAS PACIFIC LAND CORP | COM | 88262P102 | $178.08M | 7 % | 620,000 | ||
NVIDIA CORP | COM | 67066G104 | $160.39M | 6 % | 860,000 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | $134.59M | 5 % | 2,650,000 | ||
META PLATFORMS INC | CL A | 30303M102 | $125.42M | 5 % | 190,000 | ||
BROADCOM INC | COM | 11135F101 | $87.22M | 3 % | 252,000 | ||
APPLOVIN CORP | COM CL A | 03831W108 | $80.86M | 3 % | 120,000 | ||
COSTCO WHSL CORP NEW | COM NEW | 22160K105 | $62.09M | 2 % | 72,000 | ||
PARKER HANNIFIN CORP | COM | 701094104 | $57.13M | 2 % | 65,000 | ||
STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | $48.69M | 2 % | 700,000 |
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