East Coast Asset Management, LLC. 13F 持仓 · 2026年Q2
East Coast Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 67 只证券，申报市值合计 3.39 亿美元。前几大持仓：GOOG（16.65%）、TSLA（12.78%）、PRM（11.48%）。本季前 25 大持仓中：增持 5 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $56.4M | 16.65% | 159,525 | 减持 |
| 2 | TSLA | TESLA INC | $43.3M | 12.78% | 102,906 | 增持 |
| 3 | PRM | PERIMETER SOLUTIONS INC | $38.9M | 11.48% | 1.1M | 减持 |
| 4 | TDG | TRANSDIGM GROUP INC | $32.0M | 9.45% | 24,009 | 增持 |
| 5 | ECHO | ECHOSTAR CORP | $19.3M | 5.71% | 190,609 | 增持 |
| 6 | AMZN | AMAZON COM INC | $16.0M | 4.72% | 66,992 | 增持 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $14.5M | 4.28% | 28,980 | 减持 |
| 8 | WWD | WOODWARD INC | $12.0M | 3.55% | 28,243 | 减持 |
| 9 | MA | MASTERCARD INCORPORATED | $11.2M | 3.32% | 21,879 | 减持 |
| 10 | AAPL | APPLE INC | $10.7M | 3.16% | 36,936 | 减持 |
| 11 | TJX | TJX COS INC NEW | $6.7M | 1.96% | 43,911 | 减持 |
| 12 | DE | DEERE & CO | $6.3M | 1.85% | 9,888 | 减持 |
| 13 | MCO | MOODYS CORP | $6.0M | 1.78% | 13,295 | 减持 |
| 14 | META | META PLATFORMS INC | $5.5M | 1.62% | 9,754 | 减持 |
| 15 | V | VISA INC | $5.3M | 1.57% | 15,462 | 减持 |
| 16 | SCHW | SCHWAB CHARLES CORP | $4.0M | 1.19% | 43,501 | 减持 |
| 17 | MKL | MARKEL GROUP INC | $3.9M | 1.15% | 2,001 | 减持 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $3.6M | 1.06% | 4,793 | 减持 |
| 19 | SHW | SHERWIN WILLIAMS CO | $3.5M | 1.02% | 10,057 | 减持 |
| 20 | VEEV | VEEVA SYS INC | $3.5M | 1.02% | 19,483 | 增持 |
| 21 | WM | WASTE MGMT INC DEL | $2.9M | 0.86% | 13,035 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $2.5M | 0.75% | 6,804 | 减持 |
| 23 | LPX | LOUISIANA PAC CORP | $2.3M | 0.69% | 29,748 | 减持 |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.66% | 3 | 持平 |
| 25 | UNP | UNION PAC CORP | $2.2M | 0.64% | 7,969 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR