Ensemble Capital Portfolio Holdings
Ensemble Capital Management, LLC
- $1.19 Billion
- Q1 2024
Ensemble Capital Management, LLC, under direction of Ensemble Capital has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.19 Billion distributed in 22 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $93.5M, Booking Holdings Inc. with a value of $91.7M, Netflix Inc with a value of $90.6M, Alphabet Inc. with a value of $87.3M, and Home Depot, Inc. with a value of $87.3M.
Examining the 13F form we can see an increase of $68.6M in the current position value, from $1.12B to 1.19B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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