PACIFIC HEIGHTS ASSET MANAGEMENT LLC - Portfolio Stock Holdings

PACIFIC HEIGHTS ASSET MANAGEMENT LLC disclosed 77 stock positions in a recent SEC 13F filing. $3,117,117,000 of stock holdings were filed, with the largest holdings including TPL, NVDA, and FCX. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $7,273,866,305 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.