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East Coast Asset Management portfolio

Concentrated managerInvestment firm
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Portfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · amendment (replaces the original) of Oct 26, 2026 ↗ · all its 13F filings ↗

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

East Coast Asset Management reported a $624M portfolio of 79 companies (81 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are GOOG, TSLA, PRM.

Stock portfolio
$624M
Companies
79
81 positions (by CUSIP)Top 10: 79%
Turnover
4%
Copying its 13F, 5 years
—
No 5 straight years measured as a concentrated manager

Sections with a free account

What changed this quarter

43 positions with a change (4 new, 4 added to, 31 trimmed, 4 sold); also, 1 entered through an IPO. 6 are listed here: those of 0.5 points of the portfolio or more (up to 12).

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.

Top holdings

  • AlphabetGOOG · GOOGL18.4%
  • TeslaTSLA15.9%
  • Perimeter SolutionsPRM13.3%
  • TransDigm GroupTDG11.4%
  • EchoStarECHO7.6%
  • Amazon.comAMZN4.4%
  • Berkshire HathawayBRK/B · BRK/A3.4%
  • WoodwardWWD2.3%
  • MastercardMA2.2%
  • AppleAAPL2.1%
  • Veeva SystemsVEEV1.6%
  • TJXTJX1.5%
  • Meta PlatformsMETA1.4%
  • DeereDE1.4%
  • Moody'sMCO1.3%

“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.

Portfolio by sector

  • ● Communication Services 28%
  • ● Consumer Discretionary 22%
  • ● Industrials 17%
  • ● Materials 15%
  • ● Financials 10%
  • ● Information Technology 3%
  • ● Health Care 2%
  • ● No sector 2%
  • ● Consumer Staples 1%

How its portfolio changed (8 quarters)

Positions

Q2 2026: 81

810
Q3 2024Q2 2026
Top 10 weight

Q2 2026: 79%

79%75%
Q3 2024Q2 2026
Traded turnover

Q2 2026: 5.7%

7.3%0
Q3 2024Q2 2026

Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.

13F filings with amendments or confidential positions

Stakes above 5% (13D/13G)

Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.

How we classify it

Investment firm, per its Form ADV of Jun 1, 2026 (medium confidence).

The data, as reported: EAST COAST ASSET MANAGEMENT, LLC (CRD 147910): Mixed client base, discretionary; 5.D assets by client type: other 48%, high net worth 36%, pooled vehicles 12% (of $1.0 bn); 5.F 373 accounts, 0% non-discretionary; 5.D 211 clients, 210 individuals

The type comes from a rule applied to that data. If it looks wrong, tell us.

Similar managers by type and size

Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.

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