East Coast Asset Management, LLC.
CIK 1579254
13F filing for Q2 2026・No. 3,423
- Holdings
- US$623.91M
- Quarter change
- +US$65.46M
- Entries
- 81
- Net bought (estimate)
- −US$7.72M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 5
- Cut 37
- Added 7
- Corporate actions 0
- Unchanged 19
Largest holdings
67 stocks worth US$338.6M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGALPHABET INCCAP STK CL C | Cut | 159,525 | US$56.36M | 16.65% |
| TSLATeslaCOM | Added | 102,906 | US$43.28M | 12.78% |
| PERIMETER SOLUTIONS INCCOMMON STOCK | Cut | 1,090,264 | US$38.87M | 11.48% |
| TDGTRANSDIGM GROUP INCCOM | Added | 24,009 | US$31.98M | 9.45% |
| ECHOECHOSTAR CORPCL A | Added | 190,609 | US$19.35M | 5.71% |
| AMZNAmazonCOM | Added | 66,992 | US$15.97M | 4.72% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 28,980 | US$14.5M | 4.28% |
| WWDWOODWARD INCCOM | Cut | 28,243 | US$12.02M | 3.55% |
| MAMASTERCARD INCORPORATEDCL A | Cut | 21,879 | US$11.24M | 3.32% |
| AAPLAppleCOM | Cut | 36,936 | US$10.69M | 3.16% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled October 26, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.