Universe · entity
PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Institutional manager (13F) · CIK 1323414
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TEXAS PACIFIC LAND CORP | $294M | 620,000 |
| 2 | PALANTIR TECHNOLOGIES INC | $199M | 1,360,000 |
| 3 | FREEPORT-MCMORAN INC | $156M | 2,650,000 |
| 4 | NVIDIA CORP | $153M | 875,000 |
| 5 | META PLATFORMS INC | $132M | 230,000 |
| 6 | BROADCOM INC | $80M | 260,000 |
| 7 | COSTCO WHSL CORP NEW | $73M | 73,000 |
| 8 | APPLOVIN CORP | $70M | 175,000 |
| 9 | LOCKHEED MARTIN CORP | $63M | 105,000 |
| 10 | PARKER HANNIFIN CORP | $58M | 65,000 |
| 11 | CHEVRON CORP | $57M | 275,000 |
| 12 | CAMECO CORP | $54M | 500,000 |
| 13 | ARM HOLDINGS PLC | $49M | 325,000 |
| 14 | EXXON MOBIL CORP | $47M | 275,000 |
| 15 | MORGAN STANLEY | $45M | 275,000 |
| 16 | RIO TINTO PLC | $40M | 425,000 |
| 17 | CONOCOPHILLIPS | $40M | 300,000 |
| 18 | STRUCTURE THERAPEUTICS INC | $36M | 750,000 |
| 19 | ALBEMARLE CORP | $36M | 200,000 |
| 20 | OVINTIV INC | $36M | 600,000 |
| 21 | TWILIO INC | $35M | 275,000 |
| 22 | AMERICAN TOWER CORP NEW | $35M | 200,000 |
| 23 | VISA INC | $33M | 110,000 |
| 24 | SCHWAB CHARLES CORP | $33M | 350,000 |
| 25 | AMGEN INC | $32M | 90,000 |
| 26 | STATE STREET CORPORATION | $32M | 250,000 |
| 27 | AFFIRM HLDGS INC | $31M | 675,000 |
| 28 | BHP BILLITON LTD | $31M | 425,000 |
| 29 | FEDEX CORP | $30M | 85,000 |
| 30 | NUTRIEN LTD | $30M | 400,000 |
| 31 | ILLINOIS TOOL WKS INC | $30M | 115,000 |
| 32 | AUTODESK INC | $30M | 125,000 |
| 33 | PROLOGIS INC | $30M | 225,000 |
| 34 | NUCOR CORP | $30M | 175,000 |
| 35 | OCCIDENTAL PETE CORP | $29M | 450,000 |
| 36 | AIR PRODS & CHEMS INC | $29M | 100,000 |
| 37 | DEVON ENERGY CORPORATION | $28M | 550,000 |
| 38 | WILLIAMS SONOMA INC | $27M | 150,000 |
| 39 | DIGITAL RLTY TR INC | $27M | 150,000 |
| 40 | UBER TECHNOLOGIES INC | $27M | 375,000 |
| 41 | CANADIAN NAT RES LTD | $27M | 550,000 |
| 42 | HF SINCLAIR CORPORATION | $27M | 425,000 |
| 43 | IPG PHOTONICS CORP | $26M | 225,000 |
| 44 | CANADIAN PACIFIC KANSAS CITY | $26M | 325,000 |
| 45 | AVALONBAY CMNTYS INC | $25M | 150,000 |
| 46 | ESSEX PPTY TR INC | $24M | 100,000 |
| 47 | LENNAR CORP | $24M | 275,000 |
| 48 | APA CORPORATION | $23M | 550,000 |
| 49 | SIMON PPTY GROUP INC NEW | $23M | 125,000 |
| 50 | MURPHY OIL CORP | $23M | 550,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.