Instuitional Investor - Ensemble Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Ensemble Capital Management, Llc
Portfolio Value $1,152,587,000
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. MA 263,908 $94,315 8.18%
2. NFLX 246,721 $92,419 8.01%
3. GOOG 32,048 $89,137 7.73%
4. HD 297,192 $88,958 7.71%
5. RACE 403,104 $87,913 7.62%