East Coast Asset Management, LLC.
13F filer · CIK 1579254 · Essex, MA
Summary
East Coast Asset Management, LLC. reported $338.60M across 67 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are GOOG (16.6%), TSLA (12.8%), PRM (11.5%). Versus 2026 Q1, leaving options aside, it opened 4 new positions, added to 9, trimmed 37 and sold out of 5.
Reported value$338.60M
Positions67
Report period2026 Q2
FiledAug 14, 2026
New positions4
Added9
Trimmed37
Sold out5
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 16.6%Value $56.36MPrice $337.32Shares 160K -3.88%Since Jun 30 -4.53%
Weight 12.8%Value $43.28MPrice $352.84Shares 103K +3.05%Since Jun 30 -16.11%
Weight 11.5%Value $38.87MPrice $26.92Shares 1.09M -19.69%Since Jun 30 -24.49%
Weight 9.4%Value $31.98MPrice $1100Shares 24K +3.40%Since Jun 30 -17.44%
Weight 5.7%Value $19.35MPrice $89.89Shares 191K +38.88%Since Jun 30 -11.44%
Weight 4.7%Value $15.97MPrice $246.67Shares 67K +12.64%Since Jun 30 +3.49%
Weight 4.3%Value $14.50MPrice $502.35Shares 29K -3.92%Since Jun 30 +0.39%
Weight 3.5%Value $12.02MPrice $329.78Shares 28K -1.69%Since Jun 30 -22.48%
Weight 3.3%Value $11.24MPrice $563.58Shares 22K -4.39%Since Jun 30 +9.73%
Weight 3.2%Value $10.69MPrice $329.40Shares 37K -4.57%Since Jun 30 +13.84%
Weight 2.0%Value $6.65MPrice $133.80Shares 44K -2.51%Since Jun 30 -11.68%
Weight 1.9%Value $6.27MPrice $680.50Shares 9,888 -2.60%Since Jun 30 +7.27%
Weight 1.8%Value $6.02MPrice $454.82Shares 13K -3.87%Since Jun 30 +0.42%
Weight 1.6%Value $5.49MPrice $738.79Shares 9,754 -31.33%Since Jun 30 +31.15%
Weight 1.6%Value $5.30MPrice $365.88Shares 15K -3.60%Since Jun 30 +6.64%
Weight 1.2%Value $4.01MPrice $99.10Shares 44K -1.40%Since Jun 30 +7.40%
Weight 1.2%Value $3.91MPrice $1740Shares 2,001 -3.19%Since Jun 30 -10.88%
Weight 1.1%Value $3.58MPrice $764.20Shares 4,793 -4.92%Since Jun 30 +2.33%
Weight 1.0%Value $3.46MPrice $330.44Shares 10K -3.07%Since Jun 30 -4.03%
Weight 1.0%Value $3.46MPrice $278.57Shares 19K +105.52%Since Jun 30 +56.97%
Weight 0.9%Value $2.91MPrice $207.09Shares 13K -2.13%Since Jun 30 -7.08%
Weight 0.7%Value $2.54MPrice $508.96Shares 6,804 -14.78%Since Jun 30 +36.44%
Weight 0.7%Value $2.34MPrice $65.76Shares 30K -5.34%Since Jun 30 -16.40%
Weight 0.7%Value $2.25MPrice $753368Shares 3Since Jun 30 +0.60%
Weight 0.6%Value $2.17MPrice $274.15Shares 7,969 -2.73%Since Jun 30 +0.79%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 16.6% | $56.36M | -4.53% | -3.88% | Trim | |
| 12.8% | $43.28M | -16.11% | +3.05% | Add | |
| 11.5% | $38.87M | -24.49% | -19.69% | Trim | |
| 9.4% | $31.98M | -17.44% | +3.40% | Add | |
| 5.7% | $19.35M | -11.44% | +38.88% | Add | |
| 4.7% | $15.97M | +3.49% | +12.64% | Add | |
| 4.3% | $14.50M | +0.39% | -3.92% | Trim | |
| 3.5% | $12.02M | -22.48% | -1.69% | Trim | |
| 3.3% | $11.24M | +9.73% | -4.39% | Trim | |
| 3.2% | $10.69M | +13.84% | -4.57% | Trim | |
| 2.0% | $6.65M | -11.68% | -2.51% | Trim | |
| 1.9% | $6.27M | +7.27% | -2.60% | Trim | |
| 1.8% | $6.02M | +0.42% | -3.87% | Trim | |
| 1.6% | $5.49M | +31.15% | -31.33% | Trim | |
| 1.6% | $5.30M | +6.64% | -3.60% | Trim | |
| 1.2% | $4.01M | +7.40% | -1.40% | Trim | |
| 1.2% | $3.91M | -10.88% | -3.19% | Trim | |
| 1.1% | $3.58M | +2.33% | -4.92% | Trim | |
| 1.0% | $3.46M | -4.03% | -3.07% | Trim | |
| 1.0% | $3.46M | +56.97% | +105.52% | Add | |
| 0.9% | $2.91M | -7.08% | -2.13% | Trim | |
| 0.7% | $2.54M | +36.44% | -14.78% | Trim | |
| 0.7% | $2.34M | -16.40% | -5.34% | Trim | |
| 0.7% | $2.25M | +0.60% | — | Hold | |
| 0.6% | $2.17M | +0.79% | -2.73% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.