East Coast Asset Management portfolio — 13F holdings Q2 2026
East Coast Asset Management (Chris Begg) reported 65 long positions worth $338.6 million as of 2026-06-30. Top holdings: Alphabet Inc., Tesla, Inc., Perimeter Solutions, Inc., TransDigm Group INC, EchoStar CORP. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| Alphabet Inc. | 2026-06-30 | 58236388.00 USD | 17.20% | reduce | Original filing |
| Tesla, Inc. | 2026-06-30 | 43282053.00 USD | 12.78% | add | Original filing |
| Perimeter Solutions, Inc. | 2026-06-30 | 38867894.00 USD | 11.48% | reduce | Original filing |
| TransDigm Group INC | 2026-06-30 | 31981163.00 USD | 9.45% | add | Original filing |
| EchoStar CORP | 2026-06-30 | 19346814.00 USD | 5.71% | add | Original filing |
| BERKSHIRE HATHAWAY INC | 2026-06-30 | 16748008.00 USD | 4.95% | reduce | Original filing |
| AMAZON COM INC | 2026-06-30 | 15966938.00 USD | 4.72% | add | Original filing |
| Woodward, Inc. | 2026-06-30 | 12015531.00 USD | 3.55% | reduce | Original filing |
| Mastercard Inc | 2026-06-30 | 11237292.00 USD | 3.32% | reduce | Original filing |
| Apple Inc. | 2026-06-30 | 10687757.00 USD | 3.16% | reduce | Original filing |
| TJX COMPANIES INC /DE/ | 2026-06-30 | 6652528.00 USD | 1.96% | reduce | Original filing |
| DEERE & CO | 2026-06-30 | 6272482.00 USD | 1.85% | reduce | Original filing |
| MOODYS CORP /DE/ | 2026-06-30 | 6021581.00 USD | 1.78% | reduce | Original filing |
| Meta Platforms, Inc. | 2026-06-30 | 5494413.00 USD | 1.62% | reduce | Original filing |
| VISA INC. | 2026-06-30 | 5304792.00 USD | 1.57% | reduce | Original filing |
| SCHWAB CHARLES CORP | 2026-06-30 | 4013874.00 USD | 1.19% | reduce | Original filing |
| MARKEL GROUP INC. | 2026-06-30 | 3906997.00 USD | 1.15% | reduce | Original filing |
| SPDR S&P 500 ETF TRUST | 2026-06-30 | 3579269.00 USD | 1.06% | reduce | Original filing |
| SHERWIN WILLIAMS CO | 2026-06-30 | 3462788.00 USD | 1.02% | reduce | Original filing |
| VEEVA SYSTEMS INC | 2026-06-30 | 3457648.00 USD | 1.02% | add | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.