Pacific Heights Asset Management LLC: 13F holdings
CIK 13234142026Q2
| Positions | 77 |
|---|
| Reported value | $3.2bn |
|---|
| Filed | 2026-08-17 |
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Change since last quarter
| Positions | 77 (+0 vs prior quarter) |
|---|
| Reported value | $3.2bn (+5.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TPL TEXAS PACIFIC LAND CORP | 590,000 | $258.2m | 8.2% |
| NVDA NVIDIA CORP | 875,000 | $175.1m | 5.5% |
| FCX FREEPORT-MCMORAN INC | 2,650,000 | $166.7m | 5.3% |
| PLTR PALANTIR TECHNOLOGIES INC | 1,425,000 | $166.3m | 5.3% |
| META META PLATFORMS INC | 230,000 | $129.6m | 4.1% |
| ARM ARM HOLDINGS PLC | 325,000 | $115.2m | 3.6% |
| AVGO BROADCOM INC | 260,000 | $98.2m | 3.1% |
| APP APPLOVIN CORP | 175,000 | $90.2m | 2.9% |
| COST COSTCO WHSL CORP NEW | 70,000 | $65.5m | 2.1% |
| PH PARKER HANNIFIN CORP | 65,000 | $63.6m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1323414")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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