East Coast Asset Management, LLC.
East Coast Asset Management, LLC. reported 81 stocks worth $624M in its 13F filing for Q2 2026, filed Oct 26, 2026. Its largest holdings are GOOG (16.7%), TSLA (15.9%) and PRM (13.3%). Compared with Q1 2026, the fund opened new positions in SPCX, INTC and VTV, added to TSLA, TDG and ECHO, trimmed GOOG, PRM and BRK.B and sold out of XOM, HD and WMT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOG Alphabet Inc | $104M | 16.7% | 295K | −17K (−6%) | 8 of 8 | |
| 2 |  TSLA Tesla Inc | $99.1M | 15.9% | 236K | +3,175 (+1%) | 8 of 8 | |
| 3 |  PRM Perimeter Solutions Inc | $82.7M | 13.3% | 2.3M | −674K (−22%) | 7 of 8 | |
| 4 |  TDG Transdigm Group Inc | $70.9M | 11.4% | 53K | +383 (+1%) | 8 of 8 | |
| 5 |  ECHO Echostar Corp | $47.6M | 7.6% | 469K | +123K (+36%) | 3 of 8 | |
| 6 |  AMZN Amazon Com Inc | $27.6M | 4.4% | 116K | +25K (+28%) | 8 of 8 | |
| 7 |  BRK.B Berkshire Hathaway Inc Del | $19.3M | 3.1% | 39K | −721 (−2%) | 8 of 8 | |
| 8 |  WWD Woodward Inc | $14.5M | 2.3% | 34K | −242 (−1%) | 8 of 8 | |
| 9 |  MA Mastercard Incorporated | $13.6M | 2.2% | 27K | −686 (−3%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $13.1M | 2.1% | 45K | −1,272 (−3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →East Coast Asset Management, LLC. 13F FAQ
What does East Coast Asset Management, LLC. own?
East Coast Asset Management, LLC. reported 81 stocks worth $624M in its 13F filing for Q2 2026, filed Oct 26, 2026. The table above lists every position in the filing (the top 10 without an account).
What did East Coast Asset Management, LLC. buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 9 added to, 40 trimmed and 4 sold out. New positions include SPCX, INTC and VTV. It sold all of XOM, HD and WMT.
When will East Coast Asset Management, LLC. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is East Coast Asset Management, LLC.'s portfolio worth?
The Q2 2026 filing reports $624M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.