StockDriftsStockDriftsTop 50 East Coast Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 16.65% | 159.5K | $56.4M | -3.88%(-6.44K) | $63.81(+437.00%) | 2026-06-30 | |
| TSLA | TESLA INC | 12.78% | 102.9K | $43.3M | +3.05%(+3.04K) | $324.30(+5.02%) | 2026-06-30 | |
| PRM | PERIMETER SOLUTIONS INC | 11.48% | 1.09M | $38.9M | -19.69%(-267.32K) | $10.46(+224.10%) | 2026-06-30 | |
| TDG | TRANSDIGM GROUP INC | 9.45% | 24.0K | $32.0M | +3.40%(+789) | $505.27(+148.76%) | 2026-06-30 | |
| SATS | ECHOSTAR CORP | 5.71% | 190.6K | $19.3M | +38.88%(+53.37K) | $96.54(-4.19%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.72% | 67.0K | $16.0M | +12.64%(+7.52K) | $78.52(+234.36%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.28% | 29.0K | $14.5M | -3.92%(-1.18K) | $165.89(+202.21%) | 2026-06-30 | |
| WWD | WOODWARD INC | 3.55% | 28.2K | $12.0M | -1.69%(-486) | $69.24(+434.28%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 3.32% | 21.9K | $11.2M | -4.39%(-1.00K) | $92.48(+512.97%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.16% | 36.9K | $10.7M | -4.57%(-1.77K) | $41.81(+630.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.88% | +119.11% | +13.94% | +92.07% |
| Top 20 Holdings Unweighted | +23.82% | +89.85% | +13.06% | +84.76% |
East Coast Asset Management LLC reports $338.60M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (16.6%), TSLA (12.8%) and PRM (11.5%). The top 20 holdings account for 89.32% of reported assets. Its disclosed equity book has returned +119.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from East Coast Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1579254). View East Coast Asset Management LLC’s 13F filings on SEC