account_balance
Investment manager · 13F filer · SEC CIK 1323414
Pacific Heights Asset Management LLC
Reported value$3.1Bas of Sep 30, 2026
Positions75 1 new, 3 sold out
Top 10 weight43.9%PLTR alone is 9%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PLTRPalantir Technologies Inc
8.6%
TPLTexas Pacific Land Corp
6.0%Trimmed −3%
FCXFreeport-mcmoran Inc
6.0%
METAMeta Platforms Inc
5.4%
NVDANvidia Corp
5.3%Trimmed −17%
ARMArm Holdings PLC
3.0%
AVGOBroadcom Inc
2.9%
TWLOTwilio Inc
2.6%
COSTCostco WHSL Corp New
2.1%
PHParker Hannifin Corp
2.0%
CVXChevron Corp
2.0%
LMTLockheed Martin Corp
1.9%
PLTRPalantir Technologies Inc
8.6%
TPLTexas Pacific Land Corp
6.0%Trimmed −3%
FCX6.0%META5.4%NVDANvidia Corp
5.3%Trimmed −17%
ARM3.0%AVGO2.9%TWLO2.6%COST2.1%PH2.0%CVX2.0%LMT1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PLTR Palantir Technologies Inc 8.6% HeldTPL Texas Pacific Land Corp 6.0% Trimmed −3%FCX Freeport-mcmoran Inc 6.0% HeldMETA Meta Platforms Inc 5.4% HeldNVDA Nvidia Corp 5.3% Trimmed −17%ARM Arm Holdings PLC 3.0% HeldAVGO Broadcom Inc 2.9% HeldTWLO Twilio Inc 2.6% HeldCOST Costco WHSL Corp New 2.1% HeldPH Parker Hannifin Corp 2.0% HeldCVX Chevron Corp 2.0% HeldLMT Lockheed Martin Corp 1.9% Held
What changed