Pacific Heights Asset Management LLC - Q42025 Holdings

Pacific Heights Asset Management LLC holds 79 stocks with a total portfolio value of $ 2.67B as of Q42025. In Q42025, Pacific Heights Asset Management LLC added 0 new positions, increased stakes in 63 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Palantir Technologies Inc (PLTR), representing 7.83% of the total portfolio.