Pacific Heights Asset Management LLC
Long-term investor · CA · @pacificheightsassetmanag
-12.5%
All time
S&P +14.9%
Long-term investor
Pacific Heights Asset Management LLC @pacificheightsassetmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001323414).
Record
- Tracked since 2025-06-30 (492 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -11.8% · 1 year -12.5% · all -12.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PLTR · 8.6% · long · since 2025-09-30
- TPL · 6.0% · long · since 2025-09-30
- 35671D857 · 6.0% · long · since 2025-09-30
- META · 5.4% · long · since 2025-09-30
- NVDA · 5.3% · long · since 2025-09-30
- 042068205 · 3.0% · long · since 2025-09-30
- AVGO · 2.9% · long · since 2025-09-30
- TWLO · 2.6% · long · since 2025-09-30
- 22160K105 · 2.1% · long · since 2025-09-30
- PH · 2.0% · long · since 2025-09-30
- CVX · 2.0% · long · since 2025-09-30
- LMT · 1.9% · long · since 2025-09-30