PACIFIC HEIGHTS ASSET MANAGEMENT LLC
PACIFIC HEIGHTS ASSET MANAGEMENT LLC reported 77 positions worth $3.16B as of June 30, 2026 (13F filed August 17, 2026). Largest holding: TPL (8.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TPL | SH | $258.2M | 8.18% | 590,000 | — | — | |
| ▸ 2 | NVDA | SH | $175.1M | 5.54% | 875,000 | — | — | |
| ▸ 3 | FCX | SH | $166.7M | 5.28% | 2,650,000 | — | — | |
| ▸ 4 | PLTR | SH | $166.3M | 5.26% | 1,425,000 | — | — | |
| ▸ 5 | META | SH | $129.6M | 4.10% | 230,000 | — | — | |
| ▸ 6 | ARM | SH | $115.2M | 3.65% | 325,000 | — | — | |
| ▸ 7 | AVGO | SH | $98.2M | 3.11% | 260,000 | — | — | |
| ▸ 8 | APP | SH | $90.2M | 2.86% | 175,000 | — | — | |
| ▸ 9 | COST | SH | $65.5M | 2.07% | 70,000 | — | — | |
| ▸ 10 | PH | SH | $63.6M | 2.01% | 65,000 | — | — |
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Frequently Asked Questions
What stocks does PACIFIC HEIGHTS ASSET MANAGEMENT LLC hold as of Q2 2026?
PACIFIC HEIGHTS ASSET MANAGEMENT LLC reported 77 positions worth $3.16B in its Q2 2026 13F filing. Largest positions: TPL (8.2%), NVDA (5.5%), FCX (5.3%), PLTR (5.3%) and META (4.1%).
What did PACIFIC HEIGHTS ASSET MANAGEMENT LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PACIFIC HEIGHTS ASSET MANAGEMENT LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.