East Coast Asset Management, LLC.

Hedge Fund • Long/Short

East Coast Asset Management, LLC. is a Long/Short Hedge Fund based in Essex, MA led by Christopher Matthew Begg, reporting $750.2M in AUM as of Q3 2025 with 74% concentrated in top 10 holdings and 15% allocation to GOOG.

CEOChristopher Matthew Begg

Portfolio Value: $319.2M
Positions: 68
Top Holding: GOOG at 15.28%
Last Reported: Q3 2025

Address16 Martin Street, Essex, MA, 01929, United States

Top Holdings

Largest long holdings in East Coast Asset Management, LLC.'s portfolio (74% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$48.8M	15.28%	-$3.2M Sold	0.00% 200.2K shares	Q2 2014 Held for 11y 5m
2 Perimeter Solutions PRM	Chemicals - Specialty Basic Materials	$35.2M	11.04%	-$11.1M Sold	1.07% 1.6M shares	Q4 2021 Held for 3y 11m
3 TransDigm Group TDG	Aerospace & Defense Industrials	$30.8M	9.66%	-$317.6K Sold	0.04% 23.4K shares	Q1 2020 Held for 5y 8m
4 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$30.7M	9.63%	-$663.9K Sold	0.00% 41.9K shares	Q2 2020 Held for 5y 5m
5 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$30.4M	9.53%	+$4.0M Bought	0.00% 68.4K shares	Q2 2024 Held for 1y 5m
6 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$15.9M	4.99%	-$458.5K Sold	0.00% 31.7K shares	Q4 2019 Held for 5y 11m
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$13.5M	4.22%	-$334.4K Sold	0.00% 61.4K shares	Q1 2017 Held for 8y 8m
8 Mastercard MA	Financial - Credit Services Financial Services	$13.3M	4.15%	-$79.6K Sold	0.00% 23.3K shares	Q4 2012 Held for 12y 11m
9 Apple AAPL	Consumer Electronics Technology	$10.0M	3.14%	-$123.8K Sold	0.00% 39.3K shares	Q4 2012 Held for 12y 11m
10 Woodward WWD	Aerospace & Defense Industrials	$7.4M	2.32%	-$46.8K Sold	0.05% 29.3K shares	Q2 2020 Held for 5y 5m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in East Coast Asset Management, LLC.'s latest filing

See all changes

GthenC

Market Value

$319.2M

Prior: $301.4M

Q/Q Change

+5.9%

+$17.8M

Net Flows % of MV

-5.9%

Turnover Ratio

4.33%

New Purchases

1 stocks

$234.1K

Added To

9 stocks

+$4.1M

Sold Out Of

3 stocks

$5.7M

Reduced Holdings

30 stocks

-$17.4M

Increased Positions

Position	Shares Δ	Change
1 Fidelity Wise Origin Bitcoin Fund FBTC	New	0 → 2.3K +$234.1K
2 Tesla, Inc. TSLA	+15.23%	59.4K → 68.4K +$4.0M
3 Crane Co. CR	+2.05%	9.8K → 10.0K +$36.8K
4 Deere & Company DE	+0.21%	10.2K → 10.3K +$9.6K
5 Colgate-Palmolive CL	+0.18%	20.6K → 20.7K +$3.0K

Decreased Positions

Position	Shares Δ	Change
1 Brookfield BN	Sold	85.3K → 0 −$5.3M
2 Accenture ACN	Sold	737.0 → 0 −$220.3K
3 Carrier Global CARR	Sold	2.9K → 0 −$215.2K
4 Perimeter Solutions PRM	-24.03%	2.1M → 1.6M −$11.1M
5 JPMorgan Chase JPM	-23.36%	1.1K → 843.0 −$81.1K