Instuitional Investor - Pacific Heights Asset Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Palantir Technologies Inc.	PLTR	1,475,000	$201,072,000	10.71%
2.	Texas Pacific Land Corp	TPL	165,000	$174,304,350	9.29%
3.	Nvidia Corp	NVDA	860,000	$135,871,400	7.24%
4.	Meta Platforms Inc.	META	156,000	$115,142,040	6.14%
5.	Freeport-Mcmoran Inc	FCX	2,190,000	$94,936,500	5.06%