East Coast Asset Management, LLC has filed a restatement of its Form 13F-HR for the period ending September 30, 2021. The filing, submitted on October 30, 2021, lists 65 total holdings held by the firm.
The portfolio is heavily weighted toward large-cap technology and communication companies. The largest position is in Liberty Broadband Corp, where the firm holds 22,830 shares. The firm also holds significant stakes in TransDigm Group Inc with 58,679 shares and Facebook Inc with 101,621 shares.
Other notable holdings include Woodward Inc with 23,756 shares, Visa Inc with 4,522 shares, and Snowflake Inc with 6,850 shares. The portfolio also includes major holdings in Apple Inc (7,280 shares), Microsoft Corp (4,100 shares), Amazon.com Inc (28,590 shares), and Alphabet Inc Class C (83,265 shares).
The filing indicates that all positions are held as sole voting power and sole dispositive power.
