Instuitional Investor - Ensemble Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Ensemble Capital Management, Llc
Portfolio Value $1,123,331,289
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1. BKNG 27,218 $96,548,234 8.59%
2. NFLX 194,808 $94,848,119 8.44%
3. GOOG 651,581 $91,019,350 8.1%
4. MA 204,441 $87,196,131 7.76%
5. HD 244,178 $84,619,886 7.53%