Instuitional Investor - Pacific Heights Asset Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Freeport-Mcmoran Inc	FCX	2,200,000	$93,654,000	8.02%
2.	Texas Pacific Land Corp	TPL	495,000	$86,484,750	7.41%
3.	Nvidia Corp	NVDA	1,290,000	$63,883,380	5.47%
4.	Meta Platforms Inc.	META	180,000	$63,712,800	5.45%
5.	Costco Wholesale Corp W	COST	57,000	$37,624,560	3.22%