PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TWLO | 200K | $20.02M |
 | IPGP | 200K | $15.84M |
 | ALB | 200K | $16.22M |
 | CP | 200K | $14.90M |
 | VNO | 200K | $8.11M |
 | ALEX | 200K | $3.64M |
 | ARM | 185K | $26.18M |
 | STT | 185K | $21.46M |
 | TPL | 185K | $172.72M |
 | BXP | 175K | $13.01M |
 | LEN | 175K | $22.06M |
 | META | 160K | $117.50M |
 | NUE | 155K | $20.99M |
 | DIS | 150K | $17.18M |
 | FRT | 150K | $15.20M |
 | WYNN | 150K | $19.24M |
 | WSM | 130K | $25.41M |
 | AMT | 125K | $24.04M |
 | DLR | 125K | $21.61M |
 | SPG | 125K | $23.46M |
Twilio Inc.
TWLO
Shares Held
200K
Value
$20.02M
IPG Photonics Corporation
IPGP
Shares Held
200K
Value
$15.84M
Albemarle Corporation
ALB
Shares Held
200K
Value
$16.22M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
200K
Value
$14.90M
Vornado Realty Trust
VNO
Shares Held
200K
Value
$8.11M
Alexander & Baldwin, Inc.
ALEX
Shares Held
200K
Value
$3.64M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
185K
Value
$26.18M
State Street Corporation
STT
Shares Held
185K
Value
$21.46M
Texas Pacific Land Corporation
TPL
Shares Held
185K
Value
$172.72M
BXP, Inc.
BXP
Shares Held
175K
Value
$13.01M
Lennar Corporation
LEN
Shares Held
175K
Value
$22.06M
Meta Platforms, Inc.
META
Shares Held
160K
Value
$117.50M
Nucor Corporation
NUE
Shares Held
155K
Value
$20.99M
The Walt Disney Company
DIS
Shares Held
150K
Value
$17.18M
Federal Realty Investment Trust
FRT
Shares Held
150K
Value
$15.20M
Wynn Resorts, Limited
WYNN
Shares Held
150K
Value
$19.24M
Williams-Sonoma, Inc.
WSM
Shares Held
130K
Value
$25.41M
American Tower Corporation
AMT
Shares Held
125K
Value
$24.04M
Digital Realty Trust, Inc.
DLR
Shares Held
125K
Value
$21.61M
Simon Property Group, Inc.
SPG
Shares Held
125K
Value
$23.46M