Pacific Heights Asset Management LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.32 Billion distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Texas Pacific Land Corp with a value of $146M, Freeport Mcmoran Inc with a value of $109M, Nvidia Corp with a value of $104M, Meta Platforms, Inc. with a value of $88.7M, and Palantir Technologies Inc. with a value of $58.6M.
Examining the 13F form we can see an increase of $68.3M in the current position value, from $1.25B to 1.32B.
Below you can find more details about Pacific Heights Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.32 Billion
Energy: $307 Million
Technology: $252 Million
Basic Materials: $184 Million
Real Estate: $168 Million
Industrials: $127 Million
Communication Services: $95.5 Million
Financial Services: $50.7 Million
Consumer Defensive: $50.5 Million
Other: $76.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
