PACIFIC HEIGHTS ASSET MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 1323414 · latest 13F-HR filed 2026-08-17

PACIFIC HEIGHTS ASSET MANAGEMENT LLC manages $3.16B in 13F-reported U.S. long-equity assets across 77 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TPL (8.18%), NVDA (5.54%), FCX (5.28%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 38, and trimmed 23.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
600 MONTGOMERY STREET
SUITE 4100
SAN FRANCISCO, CA 94111
Phone
(415) 398-8000
Filing Manager
Pacific Heights Asset Management LLC
San Francisco, CA
Signatory
MICHAEL J. CUGGINO
PRESIDENT, CEO, AND MANAGER
Loading holdings…
AUM

$3.16B

Long-equity book

Holdings

77

Distinct positions

Period

2026-06-30

Filed 2026-08-17

Q/Q Activity

+1 / −1 / ↑38 / ↓23

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ARM HOLDINGS PLC$66.1M +134.4%
  • NVIDIA CORP$22.5M +14.7%
  • TWILIO INC$22.1M +64.0%
  • AFFIRM HLDGS INC$22.1M +71.4%
  • APPLOVIN CORP$20.5M +29.5%
Show all 38

Top Trims

  • TEXAS PACIFIC LAND CORP-$36.0M -12.2%
  • PALANTIR TECHNOLOGIES INC-$32.7M -16.4%
  • ALBEMARLE CORP-$8.9M -24.8%
  • CONOCOPHILLIPS-$8.4M -21.2%
  • COSTCO WHSL CORP NEW-$7.3M -10.0%
Show all 23

New Positions

  • FEDEX FGHT HLDG CO INC$6.4M
Show all 1

Exited Positions

  • LULULEMON ATHLETICA INC$11.5M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TEXAS PACIFIC LAND CORP TPL 88262P102 $258.2M 8.18% 590,000 SH
2 NVIDIA CORP NVDA 67066G104 $175.1M 5.54% 875,000 SH
3 FREEPORT-MCMORAN INC FCX 35671D857 $166.7M 5.28% 2,650,000 SH
4 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $166.3M 5.26% 1,425,000 SH
5 META PLATFORMS INC META 30303M102 $129.6M 4.10% 230,000 SH
6 ARM HOLDINGS PLC ARM 042068205 $115.2M 3.65% 325,000 SH
7 BROADCOM INC AVGO 11135F101 $98.2M 3.11% 260,000 SH
8 APPLOVIN CORP APP 03831W108 $90.2M 2.86% 175,000 SH
9 COSTCO WHSL CORP NEW COST 22160K105 $65.5M 2.07% 70,000 SH
10 PARKER HANNIFIN CORP PH 701094104 $63.6M 2.01% 65,000 SH
11 LOCKHEED MARTIN CORP LMT 539830109 $58.6M 1.86% 115,000 SH
12 MORGAN STANLEY MS 617446448 $58.5M 1.85% 280,000 SH
13 TWILIO INC TWLO 90138F102 $56.7M 1.80% 275,000 SH
14 AFFIRM HLDGS INC AFRM 00827B106 $53.0M 1.68% 650,000 SH
15 CAMECO CORP CCJ 13321L108 $50.9M 1.61% 500,000 SH
16 CHEVRON CORP CVX 166764100 $49.7M 1.57% 300,000 SH
17 STRUCTURE THERAPEUTICS INC GPCR 86366E106 $42.9M 1.36% 800,000 SH
18 RIO TINTO PLC RIO 767204100 $42.7M 1.35% 450,000 SH
19 STATE STREET CORPORATION STT 857477103 $42.4M 1.34% 250,000 SH
20 EXXON MOBIL CORP XOM 30231G102 $41.0M 1.30% 300,000 SH
21 NUCOR CORP NUE 670346105 $39.0M 1.23% 175,000 SH
22 BHP BILLITON LTD BHP 088606108 $37.5M 1.19% 450,000 SH
23 WILLIAMS SONOMA INC WSM 969904101 $35.0M 1.11% 150,000 SH
24 VISA INC V 92826C839 $34.3M 1.09% 100,000 SH
25 OVINTIV INC OVV 69047Q102 $34.2M 1.08% 650,000 SH
26 AMERICAN TOWER CORP NEW AMT 03027X100 $32.7M 1.04% 200,000 SH
27 AMGEN INC AMGN 031162100 $32.6M 1.03% 90,000 SH
28 SCHWAB CHARLES CORP SCHW 808513105 $32.3M 1.02% 350,000 SH
29 HF SINCLAIR CORPORATION DINO 403949100 $31.3M 0.99% 450,000 SH
30 CONOCOPHILLIPS COP 20825C104 $31.2M 0.99% 300,000 SH
31 ILLINOIS TOOL WKS INC ITW 452308109 $31.1M 0.98% 115,000 SH
32 PROLOGIS INC PLD 74340W103 $30.5M 0.97% 225,000 SH
33 OUTFRONT MEDIA INC OUT 69007J304 $29.5M 0.93% 900,000 SH
34 AIR PRODS & CHEMS INC APD 009158106 $29.3M 0.93% 100,000 SH
35 ESSEX PPTY TR INC ESS 297178105 $29.2M 0.92% 100,000 SH
36 AVALONBAY CMNTYS INC AVB 053484101 $28.3M 0.90% 150,000 SH
37 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $28.2M 0.89% 325,000 SH
38 SIMON PPTY GROUP INC NEW SPG 828806109 $28.0M 0.89% 125,000 SH
39 UBER TECHNOLOGIES INC UBER 90353T100 $27.1M 0.86% 375,000 SH
40 ALBEMARLE CORP ALB 012653101 $27.0M 0.86% 200,000 SH
41 DIGITAL RLTY TR INC DLR 253868103 $26.9M 0.85% 150,000 SH
42 FEDEX CORP FDX 31428X106 $26.6M 0.84% 85,000 SH
43 IPG PHOTONICS CORP IPGP 44980X109 $26.4M 0.84% 225,000 SH
44 RYDER SYS INC R 783549108 $26.4M 0.84% 100,000 SH
45 NUTRIEN LTD NTR 67077M108 $25.2M 0.80% 400,000 SH
46 LENNAR CORP LEN 526057104 $24.9M 0.79% 275,000 SH
47 DEVON ENERGY CORPORATION DVN 25179M103 $24.8M 0.79% 600,000 SH
48 FEDERAL RLTY INVT TR FRT 313745101 $24.7M 0.78% 200,000 SH
49 AUTODESK INC ADSK 052769106 $24.3M 0.77% 125,000 SH
50 OCCIDENTAL PETE CORP OXY 674599105 $24.3M 0.77% 500,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-17 $3.16B 77 0001193125-26-353582
2026-03-31 2026-05-08 $2.99B 77 0001193125-26-214483
2025-12-31 2026-02-05 $2.67B 79 0001193125-26-039517