§ 13F · FUND PROFILE
East Coast Asset Management, LLC..
AUM · $319M (13F)Positions · 68Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 160K | $56M | 16.6% | −4% |
| 2 | TSLA | TESLA INC | 103K | $43M | 12.8% | +3% |
| 3 | PRM | PERIMETER SOLUTIONS INC | 1.09M | $39M | 11.5% | −20% |
| 4 | TDG | TRANSDIGM GROUP INC | 24K | $32M | 9.4% | +3% |
| 5 | ECHO | ECHOSTAR CORP | 191K | $19M | 5.7% | +39% |
| 6 | AMZN | AMAZON COM INC | 67K | $16M | 4.7% | +13% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 29K | $15M | 4.3% | −4% |
| 8 | WWD | WOODWARD INC | 28K | $12M | 3.5% | −2% |
| 9 | MA | MASTERCARD INCORPORATED | 22K | $11M | 3.3% | −4% |
| 10 | AAPL | APPLE INC | 37K | $11M | 3.2% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EAST SIGNAL
AC read
East Coast Asset Management, LLC. is a Other fund managing $319 million in assets. The fund runs a portfolio of 68 positions.
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