Pacific Heights Asset Management LLC
Pacific Heights Asset Management LLC is a San Francisco-based SEC-registered investment adviser founded in 2002. The firm is a boutique asset manager focused on U.S. equity investment strategies, serving institutional and high-net-worth individual investors. With a small team, it is known for its active, research-driven portfolio management and has approximately 10 employees.
Investment Strategy
Pacific Heights Asset Management LLC primarily focuses on U.S. equities using an active management approach. The firm employs deep fundamental research to identify undervalued companies with strong long-term growth prospects. Their portfolios are typically concentrated, favoring a high-conviction strategy and dynamic allocation. Holdings data show a significant emphasis on technology and industrial sectors, with the top holdings making up a considerable portion of the overall portfolio.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PLTR | PALANTIR TECHNOLOGIES INC | 10.71% | $201.1M | 1,475,000 | $78.21 | $136.32 | +$76.6M |
T TPL | TEXAS PACIFIC LAND CORP | 9.29% | $174.3M | 165,000 | $521.08 | $1056.39 | -$44.3M |
N NVDA | NVIDIA CORP | 7.24% | $135.9M | 860,000 | $74.81 | $157.99 | +$53.5M |
M META | META PLATFORMS INC | 6.14% | $115.1M | 156,000 | $165.81 | $738.09 | +$31.6M |
F FCX | FREEPORT-MCMORAN INC | 5.06% | $94.9M | 2,190,000 | $34.80 | $43.35 | +$12.6M |