PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FCX | 2.65M | $155.77M |
 | PLTR | 1.36M | $198.94M |
 | QUBT | 1.00M | $6.85M |
 | NVDA | 875K | $152.60M |
 | OUT | 850K | $22.52M |
 | GPCR | 750K | $36.15M |
 | MRP | 750K | $21.00M |
 | AFRM | 675K | $30.93M |
 | UMH | 650K | $9.38M |
 | TPL | 620K | $294.23M |
 | OVV | 600K | $35.62M |
 | WY | 600K | $14.66M |
 | KIM | 550K | $12.36M |
 | MUR | 550K | $22.69M |
 | APA | 550K | $23.34M |
 | CNQ | 550K | $26.80M |
 | DVN | 550K | $27.68M |
 | CCJ | 500K | $54.30M |
 | STAG | 500K | $18.03M |
 | VALE | 500K | $7.96M |
Freeport-McMoRan Inc.
FCX
Shares Held
2.65M
Value
$155.77M
Palantir Technologies Inc.
PLTR
Shares Held
1.36M
Value
$198.94M
Quantum Computing, Inc.
QUBT
Shares Held
1.00M
Value
$6.85M
NVIDIA Corporation
NVDA
Shares Held
875K
Value
$152.60M
Outfront Media Inc.
OUT
Shares Held
850K
Value
$22.52M
Structure Therapeutics Inc.
GPCR
Shares Held
750K
Value
$36.15M
Millrose Properties, Inc.
MRP
Shares Held
750K
Value
$21.00M
Affirm Holdings, Inc.
AFRM
Shares Held
675K
Value
$30.93M
UMH Properties, Inc.
UMH
Shares Held
650K
Value
$9.38M
Texas Pacific Land Corporation
TPL
Shares Held
620K
Value
$294.23M
Ovintiv Inc.
OVV
Shares Held
600K
Value
$35.62M
Weyerhaeuser Company
WY
Shares Held
600K
Value
$14.66M
Kimco Realty Corporation
KIM
Shares Held
550K
Value
$12.36M
Murphy Oil Corporation
MUR
Shares Held
550K
Value
$22.69M
APA Corporation
APA
Shares Held
550K
Value
$23.34M
Canadian Natural Resources Limited
CNQ
Shares Held
550K
Value
$26.80M
Devon Energy Corporation
DVN
Shares Held
550K
Value
$27.68M
Cameco Corporation
CCJ
Shares Held
500K
Value
$54.30M
STAG Industrial, Inc.
STAG
Shares Held
500K
Value
$18.03M
Vale S.A.
VALE
Shares Held
500K
Value
$7.96M