Institutional Fund
East Coast Asset Management, LLC.
Essex, MACIK 15792545 filings on record
Portfolio Value
$303.45M
Q1 2026
Holdings
68
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-10.8%
from $340.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc15.7%
- Tesla Inc12.2%
- Perimeter Solutions Inc10.9%
- Transdigm Group Inc8.9%
- Echostar Corp5.3%
- Berkshire Hathaway Inc Del4.8%
- Other42.2%
Portfolio Holdings
68 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 166.0K | $47.61M | 15.7% | −30.2K | Reduced |
| 2 | Tesla Inc | 99.9K | $37.12M | 12.2% | +18.3K | Added |
| 3 | Perimeter Solutions Inc | 1.36M | $33.15M | 10.9% | −8.8K | Reduced |
| 4 | Transdigm Group Inc | 23.2K | $26.91M | 8.9% | −121 | Reduced |
| 5 | Echostar Corp | 137.2K | $16.07M | 5.3% | 0 | Held |
| 6 | Berkshire Hathaway Inc Del | 30.2K | $14.45M | 4.8% | −428 | Reduced |
| 7 | Amazon Com Inc | 59.5K | $12.39M | 4.1% | −936 | Reduced |
| 8 | Mastercard Incorporated | 22.9K | $11.43M | 3.8% | −359 | Reduced |
| 9 | Woodward Inc | 28.7K | $10.28M | 3.4% | −311 | Reduced |
| 10 | Apple Inc | 38.7K | $9.82M | 3.2% | −906 | Reduced |
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