PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FCX | 2.55M | $100.01M |
 | PLTR | 1.12M | $204.31M |
 | NVDA | 780K | $145.53M |
 | GPCR | 700K | $19.60M |
 | OUT | 700K | $12.82M |
 | QUBT | 650K | $11.97M |
 | KIM | 500K | $10.93M |
 | VALE | 500K | $5.43M |
 | CCJ | 500K | $41.93M |
 | CNQ | 500K | $15.98M |
 | MUR | 500K | $14.21M |
 | DVN | 500K | $17.53M |
 | MRP | 500K | $16.80M |
 | OVV | 485K | $19.58M |
 | AFRM | 440K | $32.16M |
 | APA | 425K | $10.32M |
 | STAG | 400K | $14.12M |
 | UMH | 400K | $5.94M |
 | OXY | 360K | $17.01M |
 | BHP | 350K | $19.51M |
Freeport-McMoRan Inc.
FCX
Shares Held
2.55M
Value
$100.01M
Palantir Technologies Inc.
PLTR
Shares Held
1.12M
Value
$204.31M
NVIDIA Corporation
NVDA
Shares Held
780K
Value
$145.53M
Structure Therapeutics Inc.
GPCR
Shares Held
700K
Value
$19.60M
Outfront Media Inc.
OUT
Shares Held
700K
Value
$12.82M
Quantum Computing, Inc.
QUBT
Shares Held
650K
Value
$11.97M
Kimco Realty Corporation
KIM
Shares Held
500K
Value
$10.93M
Vale S.A.
VALE
Shares Held
500K
Value
$5.43M
Cameco Corporation
CCJ
Shares Held
500K
Value
$41.93M
Canadian Natural Resources Limited
CNQ
Shares Held
500K
Value
$15.98M
Murphy Oil Corporation
MUR
Shares Held
500K
Value
$14.21M
Devon Energy Corporation
DVN
Shares Held
500K
Value
$17.53M
Millrose Properties, Inc.
MRP
Shares Held
500K
Value
$16.80M
Ovintiv Inc.
OVV
Shares Held
485K
Value
$19.58M
Affirm Holdings, Inc.
AFRM
Shares Held
440K
Value
$32.16M
APA Corporation
APA
Shares Held
425K
Value
$10.32M
STAG Industrial, Inc.
STAG
Shares Held
400K
Value
$14.12M
UMH Properties, Inc.
UMH
Shares Held
400K
Value
$5.94M
Occidental Petroleum Corporation
OXY
Shares Held
360K
Value
$17.01M
BHP Group Limited
BHP
Shares Held
350K
Value
$19.51M