Instuitional Investor - Pacific Heights Asset Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Palantir Technologies Inc.	PLTR	1,120,000	$204,310,400	9.05%
2.	Texas Pacific Land Corp	TPL	185,000	$172,723,400	7.65%
3.	Nvidia Corp	NVDA	780,000	$145,532,400	6.45%
4.	Meta Platforms Inc.	META	160,000	$117,500,800	5.21%
5.	Freeport-Mcmoran Inc	FCX	2,550,000	$100,011,000	4.43%