StockDriftsStockDriftsTop 50 Pacific Heights Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORP | 9.85% | 620.0K | $294.2M | +0.00%(+0) | $76.88(+429.66%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 6.66% | 1.36M | $198.9M | +15.74%(+185.00K) | $90.53(+42.83%) | 2026-03-31 | |
| FCX | FREEPORT-MCMORAN INC | 5.21% | 2.65M | $155.8M | +0.00%(+0) | $45.24(+34.77%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 5.11% | 875.0K | $152.6M | +1.74%(+15.00K) | $89.93(+116.64%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.4% | 230.0K | $131.6M | +21.05%(+40.00K) | $322.26(+80.88%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.69% | 260.0K | $80.5M | +3.17%(+8.00K) | $97.88(+268.24%) | 2026-03-31 | |
| COST | COSTCO WHSL CORP NEW | 2.43% | 73.0K | $72.7M | +1.39%(+1.00K) | $371.58(+156.12%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 2.33% | 175.0K | $69.7M | +45.83%(+55.00K) | $463.28(+13.77%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 2.12% | 105.0K | $63.5M | +16.67%(+15.00K) | $451.38(+20.94%) | 2026-03-31 | |
| PH | PARKER HANNIFIN CORP | 1.95% | 65.0K | $58.2M | +0.00%(+0) | $306.76(+213.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +34.38% | +142.64% |
| Top 20 Holdings Unweighted | +23.69% | +89.25% |
Sign up free to track Pacific Heights Asset Management Llc, compare funds side by side, and get alerts the moment positions change.