Data as of Q4 2025 (Dec 31, 2025)

East Coast Asset Management, LLC.

โ€ขCIK: 1579254โ€ขFiling: 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

GOOG
PRM
TSLA
T7D
GOOG18.1%
PRM11.1%
TSLA10.8%
T7D9.1%
BRK/B4.5%
SATS4.4%
META4.2%
AMZN4.1%

๐Ÿ“ˆ Biggest Buys

SATS
ECHOSTAR CORP
NEW
4.4% of portfolio
TSLA
TESLA INC
+19.3%
10.8% of portfolio
FBTC
FIDELITY WISE ORIGIN BITCOIN
+222.0%
0.2% of portfolio
MSFT
MICROSOFT CORP
+10.3%
1.2% of portfolio
AKRE
PROFESIONALLY MANAGED PORTFO
NEW
0.1% of portfolio

๐Ÿ“‰ Biggest Sells

META
META PLATFORMS INC
-47.8%
4.2% of portfolio
PRM
PERIMETER SOLUTIONS INC
-13.2%
11.1% of portfolio
GOOG
ALPHABET INC
-2.0%
18.1% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
-3.5%
4.5% of portfolio
AMZN
AMAZON COM INC
-1.6%
4.1% of portfolio

Sector Breakdown

Other39.3%
Technology27.7%
Consumer15.1%
Financial12.3%
Industrial2.4%
ETF1.1%
Materials1.0%
Healthcare0.9%

๐Ÿšช Exited Positionssold since Q3 2025

CHTR
CHARTER COMMUNICATIONS INC N
SOLD
$2.7M
LBRDK
LIBERTY BROADBAND CORP
SOLD
$309.2K
ETN
EATON CORP PLC
SOLD
$230.9K

Changes from Q3 2025

NEW4 new positions
โ†‘9 increased
โ†“34 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023