East Coast Asset Management Restates 13F Holdings for Quarter Ended March 31, 2026

East Coast Asset Management, LLC has filed a restatement of its Form 13F-HR/A for the period ending March 31, 2026. The filing lists 80 individual equity securities held by the firm during the quarter.

The portfolio is heavily weighted toward large-cap technology and consumer names. The largest position is Tesla Inc., with 86,428,529 shares. Other significant holdings include Perimeter Solutions Inc. with 29,948,444 shares, and TransDigm Group Inc. with 52,826 shares.

Major technology companies represented in the portfolio include Microsoft (12,033 shares), Apple (46,515 shares), Meta Platforms (29,259 shares), and Alphabet Class C (311,811 shares). The filing also lists substantial positions in Visa (19,625 shares), Mastercard (27,216 shares), and Walmart (2,167 shares).

Additionally, the filing discloses several exchange-traded funds (ETFs) held by the firm, including the iShares Core S&P 500 ETF, the Vanguard S&P 500 ETF, and the iShares MSCI EAFE ETF.