Ensemble Capital Portfolio Holdings
Ensemble Capital Management, LLC
- $1.28 Billion
- Q2 2024
Ensemble Capital Management, LLC, under direction of Ensemble Capital has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.28 Billion distributed in 24 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Booking Holdings Inc. with a value of $107M, Home Depot, Inc. with a value of $101M, Mastercard Inc with a value of $97.6M, Alphabet Inc. with a value of $90.8M, and Netflix Inc with a value of $89.8M.
Examining the 13F form we can see an increase of $92.2M in the current position value, from $1.19B to 1.28B.
Ensemble Capital Management, LLC is based out at San Francisco, CA
Below you can find more details about Ensemble Capital portfolio as well as his latest detailed transactions.