Pacific Heights Asset Management LLC Incresed Positions in Q1 2025

Pacific Heights Asset Management LLC

  • $1.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
1.34M
+ 992.59%
$64.98 - $124.62 $87.1M - $167M
1.48M $124M
NVDA
Nvidia Corp

Technology
425K
+ 126.87%
$106.98 - $149.43 $45.5M - $63.5M
760K $82.4M
RIO
Rio Tinto PLC

Basic Materials
225K
+ 300.0%
$58.19 - $64.29 $13.1M - $14.5M
300K $18M
MUR
Murphy Oil Corp

Energy
350K
+ 350.0%
$24.02 - $33.9 $8.41M - $11.9M
450K $12.8M
AMT
American Tower Corp

Real Estate
30K
+ 42.86%
$173.46 - $217.6 $5.2M - $6.53M
100K $21.8M
OXY
Occidental Petroleum Corp

Energy
175K
+ 175.0%
$45.45 - $52.7 $7.95M - $9.22M
275K $13.6M
LEN
Lennar Corp

Consumer Cyclical
73K
+ 121.67%
$113.93 - $141.54 $8.32M - $10.3M
133K $15.3M
SCHW
Schwab Charles Corp

Financial Services
78K
+ 70.91%
$71.24 - $83.64 $5.56M - $6.52M
188K $14.7M
PLD
Prologis, Inc.

Real Estate
50K
+ 40.0%
$103.59 - $124.04 $5.18M - $6.2M
175K $19.6M
SOUHY
South32 LTD Sponsored Adr(Aust

Basic Materials
455K
+ 1011.11%
$10.13 - $11.9 $4.61M - $5.41M
500K $5.07M
AMGN
Amgen Inc

Healthcare
1K
+ 1.72%
$258.59 - $327.36 $259K - $327K
59K $18.4M
BHP
Bhp Group LTD

Basic Materials
50K
+ 20.0%
$48.18 - $52.11 $2.41M - $2.61M
300K $14.6M
BXP
Boston Properties Inc

Real Estate
40K
+ 66.67%
$63.97 - $74.91 $2.56M - $3M
100K $6.72M
BP
Bp PLC

Energy
25K
+ 11.11%
$29.93 - $35.31 $748K - $883K
250K $8.45M
WY
Weyerhaeuser CO

Real Estate
50K
+ 33.33%
$27.29 - $31.39 $1.36M - $1.57M
200K $5.86M
VALE
Vale S.A.

Basic Materials
100K
+ 25.0%
$8.5 - $10.19 $850K - $1.02M
500K $4.99M
DLR
Digital Realty Trust, Inc.

Real Estate
25K
+ 33.33%
$142.1 - $183.56 $3.55M - $4.59M
100K $14.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
2K
+ 3.45%
$283.24 - $338.07 $566K - $676K
60K $17.7M
APA
Apa Corp

Energy
50K
+ 20.0%
$18.54 - $25.45 $927K - $1.27M
300K $6.31M
WYNN
Wynn Resorts LTD

Consumer Cyclical
7K
+ 10.0%
$77.0 - $93.47 $539K - $654K
77K $6.43M
ADSK
Autodesk, Inc.

Technology
1K
+ 1.72%
N/A
59K $14.5M
DINO
Hf Sinclair Corp

Energy
20K
+ 9.09%
$30.66 - $38.48 $613K - $770K
240K $7.89M
Canadian Pacific Kansas City
2K
+ 1.29%
N/A
157K $0
STT
State Street Corp

Financial Services
5K
+ 9.09%
$84.47 - $102.23 $422K - $511K
60K $5.37M
FCX
Freeport Mcmoran Inc

Basic Materials
5K
+ 0.23%
$34.5 - $43.01 $173K - $215K
2.18M $82.3M
DIS
Walt Disney CO

Communication Services
5K
+ 7.14%
$96.87 - $114.0 $484K - $570K
75K $7.4M
ALB
Albemarle Corp

Basic Materials
5K
+ 7.69%
$69.95 - $97.49 $350K - $487K
70K $5.04M
A
Agilent Technologies, Inc.

Healthcare
1K
+ 1.56%
$116.69 - $152.6 $117K - $153K
65K $7.6M
FLR
Fluor Corp

Industrials
15K
+ 8.11%
$34.29 - $55.28 $514K - $829K
200K $7.16M
FDX
Fedex Corp

Industrials
1K
+ 1.69%
$230.33 - $281.53 $230K - $282K
60K $14.6M
AFRM
Affirm Holdings, Inc.

Technology
5K
+ 1.59%
$43.7 - $80.98 $219K - $405K
320K $14.5M
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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