Instuitional Investor - Pacific Heights Asset Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Texas Pacific Land Corp	TPL	165,000	$218,623,350	14.86%
2.	Palantir Technologies Inc.	PLTR	1,475,000	$124,490,000	8.46%
3.	Meta Platforms Inc.	META	145,000	$83,572,200	5.68%
4.	Nvidia Corp	NVDA	760,000	$82,368,800	5.6%
5.	Freeport-Mcmoran Inc	FCX	2,175,000	$82,345,500	5.6%