StockDriftsStockDriftsTop 50 East Coast Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 15.69% | 166.0K | $47.6M | -15.37%(-30.15K) | $63.81(+516.41%) | 2026-03-31 | |
| TSLA | TESLA INC | 12.23% | 99.9K | $37.1M | +22.39%(+18.27K) | $322.36(+30.99%) | 2026-03-31 | |
| PRM | PERIMETER SOLUTIONS INC | 10.93% | 1.36M | $33.2M | -0.64%(-8.80K) | $10.46(+217.70%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 8.87% | 23.2K | $26.9M | -0.52%(-121) | $480.56(+139.09%) | 2026-03-31 | |
| SATS | ECHOSTAR CORP | 5.29% | 137.2K | $16.1M | +0.00%(+0) | $92.53(+48.31%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.76% | 30.2K | $14.5M | -1.40%(-428) | $165.89(+190.97%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.08% | 59.5K | $12.4M | -1.55%(-936) | $60.68(+335.31%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 3.77% | 22.9K | $11.4M | -1.54%(-359) | $92.48(+434.41%) | 2026-03-31 | |
| WWD | WOODWARD INC | 3.39% | 28.7K | $10.3M | -1.07%(-311) | $69.24(+404.35%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.24% | 38.7K | $9.8M | -2.29%(-906) | $41.81(+618.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.82% | +113.77% |
| Top 20 Holdings Unweighted | +24.11% | +91.16% |
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