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Home > Institutional Investor > Pacific Heights Asset Management Llc > Profile

Instuitional Investor - Pacific Heights Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Pacific Heights Asset Management Llc
Portfolio Value $3,095,717,750
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Palantir Technologies Inc.
 PLTR 1,425,000 $266,546,250 8.61%
2.
Texas Pacific Land Corp
 TPL 570,000 $185,723,100 6%
3.
Freeport-Mcmoran Inc
 FCX 2,650,000 $185,500,000 5.99%
4.
Meta Platforms Inc.
 META 230,000 $166,791,400 5.39%
5.
Nvidia Corp
 NVDA 725,000 $165,575,500 5.35%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.