13F Filings History of PACIFIC HEIGHTS ASSET MANAGEMENT LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$2,668,124,980
Signature - Title
Michael J. Cuggino - PRESIDENT, CEO, AND MANAGER
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by PACIFIC HEIGHTS ASSET MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PACIFIC HEIGHTS ASSET MANAGEMENT LLC reported 79 stock holdings with total value $2,668,124,980 as of Q4 2025. Top holdings included PLTR, TPL, NVDA, FCX, and META.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 79 $2,668,124,980 +$461,662,800 $0 +$461,662,800 PLTR, TPL, NVDA, FCX, META 13F-HR 05 Feb 2026, 16:37
Q3 2025 79 $2,257,156,360 +$320,198,940 -$91,124,500 +$229,074,440 PLTR, TPL, NVDA, META, FCX 13F-HR 29 Oct 2025, 15:00
Q2 2025 78 $1,876,657,030 +$245,235,830 $0 +$245,235,830 PLTR, TPL, NVDA, META, FCX 13F-HR 30 Jul 2025, 12:34
Q1 2025 72 $1,471,115,960 +$46,076,170 -$69,775,940 -$23,699,770 TPL, PLTR, META, NVDA, FCX 13F-HR 29 Apr 2025, 06:15
Q4 2024 71 $974,184,940 +$107,042,956 -$190,400 +$106,852,556 TPL, LMT, FCX, COST, AVGO 13F-HR 07 Feb 2025, 06:31
Q3 2024 71 $1,346,188,190 +$41,901,000 -$24,148,850 +$17,752,150 TPL, FCX, NVDA, META, PLTR 13F-HR 28 Oct 2024, 12:17
Q2 2024 72 $1,274,197,150 +$116,410,160 $0 +$116,410,160 TPL, NVDA, FCX, META, COST 13F-HR 07 Aug 2024, 06:15
Q1 2024 72 $1,221,606,800 +$63,636,100 -$95,480,770 -$31,844,670 FCX, TPL, NVDA, META, COST 13F-HR 26 Apr 2024, 06:16
Q4 2023 74 $1,167,000,500 +$19,456,610 -$4,182,000 +$15,274,610 FCX, TPL, NVDA, META, COST 13F-HR 12 Feb 2024, 14:51
Q3 2023 74 $1,057,074,070 +$8,275,630 -$80,501,370 -$72,225,740 TPL, FCX, NVDA, META, COST 13F-HR 13 Nov 2023, 07:00
Q2 2023 74 $1,100,211,660 +$16,557,850 -$30,612,485 -$14,054,635 FCX, TPL, NVDA, META, AVGO 13F-HR 21 Jul 2023, 06:00
Q1 2023 77 $1,064,639,375 +$30,008,700 -$1,092,000 +$28,916,700 TPL, FCX, NVDA, META, LMT 13F-HR 04 May 2023, 12:53
Q4 2022 77 $1,026,346,425 +$2,818,250 -$37,759,820 -$34,941,570 TPL, FCX, LMT, COST, AVGO 13F-HR 10 Feb 2023, 15:21
Q3 2022 81 $941,311,000 $0 -$14,247,385 -$14,247,385 TPL, FCX, LMT, COST, META 13F-HR 10 Nov 2022, 16:32
Q2 2022 83 $983,072,000 +$50,163,294 -$1,700,177 +$48,463,117 TPL, FCX, LMT, META, COST 13F-HR 26 Jul 2022, 12:45
Q1 2022 82 $1,171,317,000 +$82,951,740 -$103,089,338 -$20,137,598 FCX, TPL, NVDA, META, LMT 13F-HR 21 Apr 2022, 16:31
Q4 2021 81 $1,188,693,000 +$66,865,031 -$14,586,000 +$52,279,031 FCX, TPL, META, NVDA, TWLO 13F-HR 14 Feb 2022, 16:11
Q3 2021 81 $1,054,453,000 +$31,256,575 $0 +$31,256,575 FCX, TPL, META, TWLO, NVDA 13F-HR 01 Nov 2021, 13:04
Q2 2021 80 $1,092,185,000 +$7,301,537 -$113,290,263 -$105,988,726 FCX, TPL, TWLO, META, NVDA 13F-HR 23 Jul 2021, 14:36
Q1 2021 80 $1,091,490,000 +$150,537,465 -$195,989,570 -$45,452,105 FCX, TPL, TWLO, META, LMT 13F-HR 30 Apr 2021, 13:01
Q4 2020 79 $1,011,066,000 +$86,418,944 -$23,621,722 +$62,797,222 FCX, TWLO, TPL, META, CVX 13F-HR 05 Feb 2021, 16:33
Q3 2020 80 $769,382,000 +$66,917,800 $0 +$66,917,800 FCX, META, TWLO, TPL, LMT 13F-HR 16 Nov 2020, 16:55
Q2 2020 78 $670,843,000 +$6,784,724 -$108,067,645 -$101,282,921 TPL, FCX, TWLO, META, LMT 13F-HR 13 Aug 2020, 06:11
Q1 2020 78 $556,372,000 +$62,829,830 -$27,389,701 +$35,440,129 META, TPL, FCX, LMT, TWLO 13F-HR 29 Apr 2020, 14:25
Q4 2019 74 $799,210,000 +$203,000 -$14,872,753 -$14,669,753 TPL, FCX, META, LMT, TWLO 13F-HR 27 Jan 2020, 15:14
Q3 2019 73 $737,199,000 +$7,920,000 -$5,054,366 +$2,865,634 TPL, META, FCX, LMT, TWLO 13F-HR 30 Oct 2019, 13:47
Q2 2019 72 $769,141,000 $0 $0 $0 TPL, META, FCX, TWLO, LMT 13F-HR 23 Jul 2019, 15:06
Q1 2019 72 $766,447,000 +$26,772,429 -$126,603,620 -$99,831,191 TPL, FCX, META, TWLO, LMT 13F-HR 25 Apr 2019, 12:31
Q4 2018 74 $732,943,000 +$19,092,000 -$29,137,747 -$10,045,747 TPL, FCX, META, LMT, ESS 13F-HR 29 Jan 2019, 14:58
Q3 2018 74 $909,704,000 $0 -$83,173,793 -$83,173,793 TPL, FCX, META, LMT, FDX 13F-HR 09 Nov 2018, 14:10
Q2 2018 76 $975,201,000 +$6,749,000 -$35,362,421 -$28,613,421 FCX, TPL, META, LMT, ESS 13F-HR 27 Jul 2018, 09:22
Q1 2018 76 $940,127,000 +$29,978,243 -$71,960,430 -$41,982,187 FCX, META, TPL, LMT, FDX 13F-HR 08 May 2018, 13:29
Q4 2017 74 $1,019,475,000 +$908,000 -$85,809,560 -$84,901,560 META, FCX, TPL, LMT, BHP 13F-HR 06 Feb 2018, 18:11
Q3 2017 77 $1,047,985,000 +$9,872,000 -$95,255,198 -$85,383,198 META, FCX, TPL, DLR, LMT 13F-HR 13 Nov 2017, 14:16
Q2 2017 77 $1,047,864,000 +$14,535,162 -$28,469,882 -$13,934,720 META, FCX, PLD, TPL, DLR 13F-HR 24 Jul 2017, 13:48
Q1 2017 75 $1,051,622,000 +$10,253,111 -$48,557,679 -$38,304,568 META, FCX, PLD, TPL, BHP 13F-HR 05 May 2017, 12:42
Q4 2016 76 $1,058,461,000 +$1,941,490 -$136,443,837 -$134,502,347 META, FCX, PLD, TPL, BHP 13F-HR 27 Jan 2017, 06:01
Q3 2016 76 $1,139,505,000 +$3,399,375 -$15,555,819 -$12,156,444 META, JNS, PLD, FCX, DLR 13F-HR 04 Nov 2016, 14:03
Q2 2016 77 $1,096,688,000 +$35,719,315 -$13,272,555 +$22,446,760 META, JNS, DLR, PLD, FCX 13F-HR 27 Jul 2016, 13:44
Q1 2016 75 $1,043,364,000 +$16,129,047 -$6,084,424 +$10,044,623 META, JNS, PLD, FCX, DLR 13F-HR 11 May 2016, 14:48
Q4 2015 74 $986,090,000 +$5,734,000 -$321,202,418 -$315,468,418 META, JNS, PLD, DLR, ESS 13F-HR 09 Feb 2016, 12:08
Q3 2015 74 $1,266,524,000 +$20,732,199 -$89,394,316 -$68,662,117 META, PLD, JNS, BHP, ESS 13F-HR 05 Nov 2015, 14:49
Q2 2015 72 $1,500,555,000 +$4,026,000 -$181,008,361 -$176,982,361 META, FCX, JNS, BHP, PLD 13F-HR 28 Jul 2015, 14:18
Q1 2015 72 $1,764,870,000 +$14,015,189 -$142,118,964 -$128,103,775 META, FCX, JNS, BHP, PLD 13F-HR 23 Apr 2015, 06:01
Q4 2014 73 $1,900,692,000 +$17,645,000 -$530,847,013 -$513,202,013 META, FCX, BHP, JNS, PLD 13F-HR 05 Feb 2015, 12:09
Q3 2014 71 $2,402,606,000 +$6,102,150 -$173,861,983 -$167,759,833 META, FCX, BHP, RIO, JNS 13F-HR 20 Oct 2014, 13:13
Q2 2014 70 $2,754,426,000 +$59,903,500 -$348,746,140 -$288,842,640 FCX, META, BHP, RIO, WYNN 13F-HR 23 Jul 2014, 06:01
Q1 2014 72 $2,905,731,000 +$1,725,656 -$484,926,115 -$483,200,459 FCX, META, BHP, RIO, WYNN 13F-HR 18 Apr 2014, 18:06
Q4 2013 73 $3,367,004,000 $0 $0 $0 FCX, META, BHP, WYNN, RIO 13F-HR 22 Jan 2014, 06:02