East Coast Asset Management, LLC.
•CIK: 1579254•Filing: Q4 2025
**East Coast Asset Management, LLC.** manages $340M across a portfolio of 69 positions. The firm exhibits a concentrated, technology-leaning mandate, with top holdings heavily weighted toward mega-cap growth names. Key allocations include GOOG at $61.5M, PRM at $37.6M, and TSLA at $36.7M. This structure indicates a tactical focus on market leaders within the technology and industrial sectors.
Total AUM
$340.0M
QoQ Performance
+6.5%
Positions
62
Top 10 Concentration
73.4%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
PRM
TSLA
TDG
GOOGL18.1%
PRM11.1%
TSLA10.8%
TDG9.1%
BRK.B4.5%
SATS4.4%
META4.2%
AMZN4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.3%
Technology27.7%
Consumer15.1%
Financial9.3%
Industrial2.4%
ETF1.1%
Materials1.0%
Healthcare0.9%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑9 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022