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Manager record

Pacific Heights Asset Management Llc

San Francisco, CA · CIK 1323414 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$3.16BReported 13F valueQ2 2026 · as filed
77Holdings listed
+5.7%vs prior quartervalue change includes market moves
5Quarters on record
Aug 17Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.9B$1.9BQ2 202578 holdingsQ3 2025: $2.3B$2.3BQ3 202579 holdingsQ4 2025: $2.7B$2.7BQ4 202579 holdingsQ1 2026: $3.0B$3.0BQ1 202677 holdingsQ2 2026: $3.2B$3.2BQ2 202677 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 17 2026 13F-HR · period Q2 2026

$3.16B · 77 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$2.99B · 77 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$2.67B · 79 holdings listed · View original SEC filing ↗
Oct 29 2025 13F-HR · period Q3 2025

$2.26B · 79 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$1.88B · 78 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 17, 2026 · Change methodology