PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Q1 2025 13F Holdings
- Locationsan francisco, CA
- Num holdings
72
- Value ($000)
$1,471,116
- Date Filed04/29/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TEXAS PACIFIC LAND CORP | COM | 88262P102 | $218.62 M | 15 % | 165,000 | ||
PLTR PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $124.49 M | 9 % | 1,475,000 | ||
META META PLATFORMS INC | CL A | 30303M102 | $83.57 M | 6 % | 145,000 | ||
NVDA NVIDIA CORP | COM | 67066G104 | $82.37 M | 6 % | 760,000 | ||
FCX FREEPORT-MCMORAN INC | CL B | 35671D857 | $82.35 M | 6 % | 2,175,000 | ||
COST COSTCO WHSL CORP NEW | COM NEW | 22160K105 | $49.18 M | 3 % | 52,000 | ||
AVGO BROADCOM INC | COM | 11135F101 | $32.65 M | 2 % | 195,000 | ||
PH PARKER HANNIFIN CORP | COM | 701094104 | $32.22 M | 2 % | 53,000 | ||
CHV CHEVRON CORP | COM NEW | 166764100 | $29.28 M | 2 % | 175,000 | ||
LMT LOCKHEED MARTIN CORP | COM | 539830109 | $24.12 M | 2 % | 54,000 |
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