HoldingsChannel.com
Ensemble Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
NETFLIX INC 150,822 -8,185 $56,634
     NFLX150,822-8,185$56,634
FERRARI N V 344,674 +5,874 $52,587
     RACE344,674+5,874$52,587
BROADRIDGE FINL SOLUTIONS IN 538,195 +139,261 $51,037
     BR538,195+139,261$51,037
ALPHABET INC 38,856 -2,010 $45,149
     GOOGL38,856-2,010$45,149
SCHWAB CHARLES CORP 1,335,394 +62,383 $44,896
     SCHW1,335,394+62,383$44,896
FIRST REP BK SAN FRANCISCO C 539,442 +80,859 $44,385
     FRC539,442+80,859$44,385
MASTERCARD INC 179,898 +12,273 $43,456
     MA179,898+12,273$43,456
BOOKING HLDGS INC 29,905 +1,337 $40,232
     BKNG29,905+1,337$40,232
LANDSTAR SYS INC 397,878 -418 $38,141
     LSTR397,878-418$38,141
PAYCHEX INC 588,333 +43,430 $37,018
     PAYX588,333+43,430$37,018
STARBUCKS CORP 542,722 +217,953 $35,679
     SBUX542,722+217,953$35,679
FASTENAL CO 1,036,242 +207,892 $32,383
     FAST1,036,242+207,892$32,383
FIRST AMERN FINL CORP 639,182 -56,096 $27,108
     FAF639,182-56,096$27,108
MASIMO CORP 133,592 +72 $23,662
     MASI133,592+72$23,662
INTUITIVE SURGICAL INC 44,009 +16,969 $21,794
     ISRG44,009+16,969$21,794
HOME DEPOT INC 97,214 +34,994 $18,151
     HD97,214+34,994$18,151
NVR INC 6,189 +1,437 $15,900
     NVR6,189+1,437$15,900
BLACKLINE INC 207,564 +68,684 $10,920
     BL207,564+68,684$10,920
CHIPOTLE MEXICAN GRILL INC 11,154 +11,154 $7,299
     CMG11,154+11,154$7,299
HEICO CORP NEW 13,620 +13,620 $1,016
     HEI13,620+13,620$1,016
NIKE INC 9,930 -21,150 $822
     NKE9,930-21,150$822
COSTCO WHSL CORP NEW 1,700 UNCH $485
     COST1,700UNCH$485
ALPHABET INC 341 -113 $397
     GOOG341-113$397
BLACKROCK INC 735 UNCH $323
     BLK735UNCH$323
INTEL CORP 5,840 UNCH $316
     INTC5,840UNCH$316
APPLE INC 1,220 -1,820 $310
     AAPL1,220-1,820$310

See Full List: All Stocks Held By Ensemble Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Ensemble Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $650,389
At 12/31/2019: $777,399

Ensemble Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ensemble Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Ensemble Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.