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Pacific Heights Asset Management Llc
gestora de activos · cartera $3.16 mil M · 77 posiciones · informe a 30.06.2026
Posiciones en Acciones informe de 30.06.2026, presentado el 17.08.2026; cambio — frente a 31.03.2026 · 78
| Empresa | Acciones | Valor | % de la cartera | Cambio Trimestral |
|---|---|---|---|---|
| Texas Pacific Land Corp US:TPL | 590 000 | $258 M | 8.18% | −30 000 |
| NVIDIA Corporation US:NVDA | 875 000 | $175 M | 5.54% | — |
| Freeport-McMoran Copper & Go… US:FCX | 2 650 000 | $167 M | 5.28% | — |
| Palantir Technologies Inc. US:PLTR | 1 425 000 | $166 M | 5.26% | +65 000 |
| Meta Platforms, Inc. US:META | 230 000 | $130 M | 4.10% | — |
| Arm Holdings plc American De… US:ARM | 325 000 | $115 M | 3.65% | — |
| Broadcom Inc. US:AVGO | 260 000 | $98.2 M | 3.11% | — |
| Applovin Corp US:APP | 175 000 | $90.2 M | 2.86% | — |
| COSTCO WHOLESALE CORP /NEW US:COST | 70 000 | $65.5 M | 2.07% | −3 000 |
| Parker-Hannifin Corporation US:PH | 65 000 | $63.6 M | 2.01% | — |
| Lockheed Martin Corporation US:LMT | 115 000 | $58.6 M | 1.86% | +10 000 |
| MORGAN STANLEY US:MS | 280 000 | $58.5 M | 1.85% | +5 000 |
| Twilio Inc US:TWLO | 275 000 | $56.7 M | 1.80% | — |
| Affirm Holdings Inc US:AFRM | 650 000 | $53.0 M | 1.68% | −25 000 |
| Cameco Corp US:CCJ | 500 000 | $50.9 M | 1.61% | — |
| Chevron Corp US:CVX | 300 000 | $49.7 M | 1.57% | +25 000 |
| Structure Therapeutics Inc.… US:GPCR | 800 000 | $42.9 M | 1.36% | +50 000 |
| Rio Tinto ADR US:RIO | 450 000 | $42.7 M | 1.35% | +25 000 |
| State Street Corp US:STT | 250 000 | $42.4 M | 1.34% | — |
| Exxon Mobil Corporation US:XOM | 300 000 | $41.0 M | 1.30% | +25 000 |
| Nucor Corp US:NUE | 175 000 | $39.0 M | 1.23% | — |
| BHP Group Limited US:BHP | 450 000 | $37.5 M | 1.19% | +25 000 |
| Williams-Sonoma Inc US:WSM | 150 000 | $35.0 M | 1.11% | — |
| Visa Inc. Class A US:V | 100 000 | $34.3 M | 1.09% | −10 000 |
| Ovintiv Inc US:OVV | 650 000 | $34.2 M | 1.08% | +50 000 |
| American Tower Corp US:AMT | 200 000 | $32.7 M | 1.04% | — |
| Amgen Inc US:AMGN | 90 000 | $32.6 M | 1.03% | — |
| SCHWAB CHARLES CORP US:SCHW | 350 000 | $32.3 M | 1.02% | — |
| HF Sinclair Corp US:DINO | 450 000 | $31.3 M | 0.99% | +25 000 |
| ConocoPhillips US:COP | 300 000 | $31.2 M | 0.99% | — |
| Illinois Tool Works Inc US:ITW | 115 000 | $31.1 M | 0.98% | — |
| Prologis Inc US:PLD | 225 000 | $30.5 M | 0.97% | — |
| Outfront Media Inc US:OUT | 900 000 | $29.5 M | 0.93% | +50 000 |
| Air Products and Chemicals I… US:APD | 100 000 | $29.3 M | 0.93% | — |
| ESSEX PROPERTY TRUST, INC. US:ESS | 100 000 | $29.2 M | 0.92% | — |
| AVALONBAY CMNTYS INC CUSIP 053484101 | 150 000 | $28.3 M | 0.90% | — |
| Canadian Pacific Kansas City… US:CP | 325 000 | $28.2 M | 0.89% | — |
| Simon Property Group Inc US:SPG | 125 000 | $28.0 M | 0.89% | — |
| Uber Technologies Inc US:UBER | 375 000 | $27.1 M | 0.86% | — |
| Albemarle Corp US:ALB | 200 000 | $27.0 M | 0.86% | — |
| Digital Realty Trust Inc US:DLR | 150 000 | $26.9 M | 0.85% | — |
| FEDEX CORP US:FDX | 85 000 | $26.6 M | 0.84% | — |
| IPG Photonics Corporation US:IPGP | 225 000 | $26.4 M | 0.84% | — |
| Ryder System Inc US:R | 100 000 | $26.4 M | 0.84% | — |
| Nutrien Ltd US:NTR | 400 000 | $25.2 M | 0.80% | — |
| LENNAR CORP US:LEN | 275 000 | $24.9 M | 0.79% | — |
| Devon Energy Corporation US:DVN | 600 000 | $24.8 M | 0.79% | +50 000 |
| Federal Realty Investment Tr… US:FRT | 200 000 | $24.7 M | 0.78% | — |
| Autodesk Inc US:ADSK | 125 000 | $24.3 M | 0.77% | — |
| Occidental Petroleum Corpora… US:OXY | 500 000 | $24.3 M | 0.77% | +50 000 |
| Regency Centers Corporation US:REG | 300 000 | $23.9 M | 0.76% | +25 000 |
| Canadian Natural Resources L… US:CNQ | 600 000 | $23.7 M | 0.75% | +50 000 |
| Millrose Properties, Inc. US:MRP | 750 000 | $22.5 M | 0.71% | — |
| Viper Energy Ut US:VNOM | 500 000 | $21.2 M | 0.67% | +50 000 |
| Fluor Corporation US:FLR | 400 000 | $21.0 M | 0.66% | — |
| Agilent Technologies Inc US:A | 150 000 | $19.9 M | 0.63% | — |
| BXP, Inc. US:BXP | 300 000 | $19.9 M | 0.63% | +50 000 |
| CubeSmart US:CUBE | 500 000 | $19.9 M | 0.63% | +50 000 |
| APA Corporation US:APA | 600 000 | $19.5 M | 0.62% | +50 000 |
| Murphy Oil Corporation US:MUR | 600 000 | $19.5 M | 0.62% | +50 000 |
| Wynn Resorts Limited US:WYNN | 200 000 | $19.4 M | 0.61% | +5 000 |
| Walt Disney Co US:DIS | 200 000 | $19.3 M | 0.61% | +5 000 |
| STAG Industrial Inc US:STAG | 500 000 | $19.0 M | 0.60% | — |
| WEYERHAEUSER CO US:WY | 750 000 | $18.0 M | 0.57% | +150 000 |
| Phillips 66 US:PSX | 100 000 | $16.9 M | 0.54% | — |
| Centerspace US:CSR | 300 000 | $16.9 M | 0.53% | +25 000 |
| UDR Inc US:UDR | 400 000 | $16.0 M | 0.51% | +50 000 |
| Vornado Realty Trust US:VNO | 400 000 | $15.7 M | 0.50% | +50 000 |
| Birchcliff Energy Ltd. US:BIREF | 3 500 000 | $15.3 M | 0.48% | — |
| Kimco Realty Corporation US:KIM | 600 000 | $15.2 M | 0.48% | +50 000 |
| BP PLC ADR US:BP | 400 000 | $14.8 M | 0.47% | +50 000 |
| Highwoods Properties Inc US:HIW | 400 000 | $12.1 M | 0.38% | +50 000 |
| UMH PROPERTIES, INC. US:UMH | 700 000 | $10.6 M | 0.34% | +50 000 |
| Quantum Computing Inc US:QUBT | 1 000 000 | $9.70 M | 0.31% | — |
| Vale SA ADR US:VALE | 500 000 | $7.52 M | 0.24% | — |
| SOUTH32 Ltd US:SOUHY | 500 000 | $6.76 M | 0.21% | — |
| FedEx Freight Holding Compan… US:FDXF | 42 500 | $6.42 M | 0.20% | nueva |
| Lululemon Athletica Inc. US:LULU | 0 (era 75 000) | — | — | vendida |
En las empresas de nuestra base de datos 1
| Empresa | Participación | Acciones | Fecha del Informe |
|---|---|---|---|
| Birchcliff Energy Ltd. | 1.28% | 3 500 000 | 2026-06-30 |
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