EC

East Coast Asset Management, LLC.

13F
East Coast Asset Management, LLC.
Last update 2024-08-14 70 Stocks (1 new)
Value $275.00 Mil Turnover 0 %
Countries:
Top Holdings: GOOG(19.18%)TDG(13.14%)META(8.14%)BRK.B(6.31%)BN(5.07%)
Portfolio Report
Summary Stock Picks Current Portfolio
East Coast Asset Management, L... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GOOG 		Alphabet Inc
287,643
52759.520
-2.14%
19.180
-0.35%
0.000
+6.84%
+21.93%
2087029.120
Interactive Media
TDG 		TransDigm Group Inc
28,284
36135.870
-19.75%
13.140
-3.13%
0.050
+16.77%
+39.60%
75054.599
Aerospace & Defense
META 		Meta Platforms Inc
44,428
22401.700
-2.69%
8.140
-0.22%
0.000
+20.44%
+62.21%
1445092.971
Interactive Media
BRK.B 		Berkshire Hathaway Inc
42,686
17364.670
-2.90%
6.310
-0.20%
0.000
+7.58%
+24.79%
959232.641
Insurance
BN 		Brookfield Corp
335,767
13947.760
-0.19%
5.070
-0.01%
0.020
+27.58%
+39.72%
83588.747
Asset Management
PRM 		Perimeter Solutions SA
1,675,063
13115.740
-0.28%
4.770
-0.01%
1.150
+43.46%
+193.48%
1961.031
Chemicals
AMZN 		Amazon.com Inc
61,910
11964.110
-0.62%
4.350
-0.03%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
MA 		Mastercard Inc
26,468
11676.800
-0.95%
4.240
-0.04%
0.000
+14.53%
+19.22%
464018.655
Credit Services
AAPL 		Apple Inc
43,906
9247.450
-1.67%
3.360
-0.05%
0.000
+6.90%
+16.50%
3377630.649
Hardware
MCO 		Moody's Corporation
16,619
6995.270
-1.31%
2.540
-0.03%
0.010
+5.20%
+19.07%
83764.816
Capital Markets

East Coast Asset Management, LLC.'s Historical Top Holdings Breakdowns

East Coast Asset Management, LLC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TDG 		TransDigm Group Inc2024-06-30Reduce
-3.13%
●
1187.7 ($1282.14) 1362.3
$1,337.60
4.33%
Reduce -19.75%
28,284
-6,959
GOOG 		Alphabet Inc2024-06-30Reduce
-0.35%
●
151.94 ($170.1) 186.86
$171.41
0.77%
Reduce -2.14%
287,643
-6,280
META 		Meta Platforms Inc2024-06-30Reduce
-0.22%
●
430.17 ($486.09) 527.34
$572.43
17.76%
Reduce -2.69%
44,428
-1,230
BRK.B 		Berkshire Hathaway Inc2024-06-30Reduce
-0.20%
●
396.73 ($408.62) 420.24
$445.06
8.92%
Reduce -2.9%
42,686
-1,275
TSLA 		Tesla Inc2024-06-30New Buy
+0.11%
●
142.05 ($174.77) 197.88
$251.44
43.87%
New holding
1,532
1,532
CHTR 		Charter Communications Inc2024-06-30Reduce
-0.06%
●
254.61 ($272.92) 298.96
$382.38
40.11%
Reduce -3.93%
13,359
-547
AAPL 		Apple Inc2024-06-30Reduce
-0.05%
●
165 ($186.49) 216.67
$223.45
19.82%
Reduce -1.67%
43,906
-744
CR 		Crane Co2024-06-30Reduce
-0.04%
●
129.39 ($141.7) 149.62
$168.99
19.26%
Reduce -7.2%
10,375
-805
JPM 		JPMorgan Chase & Co2024-06-30Reduce
-0.04%
●
180.08 ($195.5) 204.79
$221.49
13.29%
Reduce -30.19%
1,156
-500
MA 		Mastercard Inc2024-06-30Reduce
-0.04%
●
441.1 ($455.54) 479.43
$505.56
10.98%
Reduce -0.95%
26,468
-254

East Coast Asset Management, LLC. Total Holding History ($B)

To

East Coast Asset Management, LLC.'s Asset Allocation

To

East Coast Asset Management, LLC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

East Coast Asset Management, LLC.'s Hypothetical Growth since 2024-06-30

East Coast Asset Management, LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

East Coast Asset Management, LLC.'s Holdings Heat Map

Size field:

East Coast Asset Management, LLC.'s Holdings Bubble Chart

East Coast Asset Management, LLC. News

  • 1

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