Instuitional Investor - Ensemble Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Ensemble Capital Management, Llc
Portfolio Value $1,044,913,000
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. HD 314,542 $96,014 9.18%
2. NFLX 169,604 $88,476 8.46%
3. MA 237,408 $84,529 8.08%
4. GOOG 35,515 $73,250 7.01%
5. ISRG 85,467 $63,155 6.04%