Pacific Heights Asset Management LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by President and CEO Michael J. Cuggino, lists the firm's investment holdings in 100 distinct companies.
The report indicates that the firm holds a total of 21,675,000 shares across the disclosed positions. The largest position in the portfolio is Quantum Computing Inc., for which the firm holds 1,000,000 shares. Freeport-McMoRan Inc. Class B is the second-largest holding, with 2,650,000 shares. Other notable positions include Palantir Technologies Inc. Class A (1,425,000 shares), Birchcliff Energy Ltd. (3,500,000 shares), and Texas Pacific Land Corp. (570,000 shares).
The filing lists the firm's principal place of business as 600 Montgomery Street, Suite 4100, in San Francisco, California.
