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PACIFIC HEIGHTS ASSET MANAGEMENT LLC
PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Latest filing: 2026-06-30
PACIFIC HEIGHTS ASSET MANAGEMENT LLC runs PACIFIC HEIGHTS ASSET MANAGEMENT LLC and currently holds 77 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $3.16B. Their top holdings are TPL, NVDA, FCX, PLTR, META. The top five represent 28.4% of reported portfolio weight. PACIFIC HEIGHTS ASSET MANAGEMENT LLC ranks #314 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PACIFIC HEIGHTS ASSET MANAGEMENT LLC initiated 1 new position. They added to 29 existing positions. They trimmed 4 positions. Their current best-performing preview position is ARM with returns of +134.38%.
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77 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TPL TEXAS PACIFIC LAND CORP | 8.18% | $198.90 | $383.66 | +92.89% | Trimmed -4.84% |
 NVDA NVIDIA CORP | 5.54% | $86.72 | $214.76 | +147.65% | Held |
 FCX FREEPORT-MCMORAN INC | 5.28% | $34.12 | $76.67 | +124.71% | Held |
 PLTR PALANTIR TECHNOLOGIES INC | 5.26% | $92.64 | $179.94 | +94.24% | Added +4.78% |
 META META PLATFORMS INC | 4.10% | $310.84 | $549.90 | +76.91% | Held |
 ARM ARM HOLDINGS PLC | 3.65% | $142.81 | $243.32 | +70.38% | Held |
 AVGO BROADCOM INC | 3.11% | $102.92 | $368.45 | +258.00% | Held |
 APP APPLOVIN CORP | 2.85% | $472.90 | $305.77 | -35.34% | Held |
 COST COSTCO WHSL CORP NEW | 2.07% | $358.32 | $947.74 | +164.50% | Trimmed -4.11% |
 PH PARKER HANNIFIN CORP | 2.01% | $309.98 | $1,002.55 | +223.42% | Held |
Showing 1-10 of 77