Pacific Heights Asset Management LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.79 Billion distributed in 78 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $201M, Texas Pacific Land Corp with a value of $174M, Nvidia Corp with a value of $136M, Meta Platforms, Inc. with a value of $115M, and Freeport Mcmoran Inc with a value of $94.9M.
Examining the 13F form we can see an increase of $369M in the current position value, from $1.43B to 1.79B.
Below you can find more details about Pacific Heights Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.79 Billion
Technology: $503 Million
Energy: $391 Million
Basic Materials: $199 Million
Real Estate: $188 Million
Communication Services: $149 Million
Industrials: $133 Million
Financial Services: $83.3 Million
Consumer Cyclical: $54.9 Million
Other: $81.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
