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Home > Institutional Investor > Ensemble Capital Management, Llc > Profile

Instuitional Investor - Ensemble Capital Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Ensemble Capital Management, Llc
Portfolio Value	$1,179,305,199

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Home Depot Inc.	HD	242,283	$98,173,072	8.32%
2.	Mastercard Inc	MA	190,404	$94,021,495	7.97%
3.	Booking Holdings Inc.	BKNG	22,190	$93,466,943	7.93%
4.	Netflix Inc	NFLX	117,663	$83,454,836	7.08%
5.	Broadridge Financial Solutions Inc.	BR	380,924	$81,910,088	6.95%