Instuitional Investor - Pacific Heights Asset Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Texas Pacific Land Corp	TPL	590,000	$258,207,600	8.18%
2.	Nvidia Corp	NVDA	875,000	$175,078,750	5.54%
3.	Freeport-Mcmoran Inc	FCX	2,650,000	$166,658,500	5.28%
4.	Palantir Technologies Inc.	PLTR	1,425,000	$166,254,750	5.26%
5.	Meta Platforms Inc.	META	230,000	$129,556,700	4.1%