13F Insight
DOSSIER · 13F-HR · Q2 2026

PACIFIC HEIGHTS ASSET MANAGEMENT LLC

$3.2B in tracked AUM across 77 positions as of Q2 2026.

PH
CIK 0001323414 · last filed Jun 30, 2026
Total AUM
$3.2B
as of Q2 2026
Holdings
77
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

PACIFIC HEIGHTS ASSET MANAGEMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TPL
TEXAS PACIFIC LAND CORP
$258M590K8.2%02
NVDA
NVIDIA CORP
$175M875K5.5%03
FCX
FREEPORT-MCMORAN INC
$167M2.6M5.3%04
PLTR
PALANTIR TECHNOLOGIES INC
$166M1.4M5.3%05
META
META PLATFORMS INC
$130M230K4.1%06
ARM
ARM HOLDINGS PLC
$115M325K3.6%07
AVGO
BROADCOM INC
$98M260K3.1%08
APP
APPLOVIN CORP
$90M175K2.9%09
COST
COSTCO WHSL CORP NEW
$65M70K2.1%10
PH
PARKER HANNIFIN CORP
$64M65K2.0%

Filing history

2026Q2Jun 30
$3.2B▲ 5.7%
77 positionsView →2026Q1Mar 31
$3.0B▲ 12.0%
77 positionsView →2025Q4Dec 31
$2.7B▲ 18.2%
79 positionsView →2025Q3Sep 30
$2.3B▲ 20.3%
79 positionsView →2025Q2Jun 30
$1.9B▲ 27.6%
78 positionsLocked2025Q1Mar 31
$1.5B▲ 0.4%
72 positionsLocked2024Q4Dec 31
$1.5B▲ 8.9%
71 positionsLocked2024Q3Sep 30
$1.3B▲ 5.6%
71 positionsLocked2024Q2Jun 30
$1.3B▲ 4.3%
73 positionsLocked2024Q1Mar 31
$1.2B▲ 4.7%
72 positionsLocked2023Q4Dec 31
$1.2B▲ 10.4%
74 positionsLocked2023Q3Sep 30
$1.1B▼ 3.9%
74 positionsLocked
Showing 12 of 81