Ensemble Capital is an investment and wealth management firm. The firm is based in San Francisco. They manage investment portfolios for private individuals and institutions. Their clients have assets of between 3 and 250 million US dollars. They commit 5% of their net revenue of their Ensemble Capital Social Impact fund to charitable organizations.
Ensemble Capital's investment portfolio features a diverse range of robust stocks, with Netflix Inc. leading at 9.9%. Renowned for its dominant presence in streaming media, it represents the highest stake, reflecting confidence in its market position and growth potential. Booking Holdings Inc., holding an 8.0% share of the portfolio, showcases Ensemble Capital's investment in the online travel industry, indicating a strategic bet on global travel recovery and sector innovation. Mastercard Incorporated is another top investment, also at 8.0%, signifying trust in the longevity and profitability of digital payments. Alphabet Inc., the parent company of Google, commands an equal 8.0% allocation, highlighting the investor’s belief in enduring tech leadership and advertising revenue streams. Lastly, Home Depot Inc., with a 7.7% portion, rounds out the top five, illustrating reliance on the home improvement retailer's strong market performance and resilience. These investments underline Ensemble Capital's calculated approach toward companies poised for sustained success, ensuring potential investors understand where this seasoned investor places capital for long-term returns.
Q4 2023
Increased shares by 1.7%
Added 1.7% in Q4 2023
Q4 2023
Sold 15.6% shares
Sold 15.6% in Q4 2023
Q4 2023
Increased shares by 25.5%
Added 25.5% in Q4 2023
Q4 2023
Increased shares by 1.1%
Added 1.1% in Q4 2023
Q4 2023
Increased shares by 0.3%
Added 0.3% in Q4 2023
Q4 2023
Sold 5.7% shares
Sold 5.7% in Q4 2023
Q4 2023
Increased shares by 16.4%
Added 16.4% in Q4 2023
Q4 2023
Sold 0.0% shares
Sold 0.0% in Q4 2023
Q4 2022
New holding
New holding in Q4 2022
Q1 2016
Sold -16.9 Thousand shares
Sold 100% in Q1 2016
Q1 2016
Sold -10.9 Thousand shares
Sold 100% in Q1 2016
Q2 2016
Sold -5 Thousand shares
Sold 100% in Q2 2016
Q2 2016
Sold -4 Thousand shares
Sold 100% in Q2 2016
Q2 2016
Sold -1.65 Thousand shares
Sold 100% in Q2 2016
Q1 2017
Sold -2.03 Thousand shares
Sold 100% in Q1 2017
Q2 2017
Sold -211 Thousand shares
Sold 100% in Q2 2017
Q4 2017
Sold -5.26 Thousand shares
Sold 100% in Q4 2017
Q1 2018
Sold -13.8 Thousand shares
Sold 100% in Q1 2018
Q2 2018
Sold -753 Thousand shares
Sold 100% in Q2 2018
Q3 2018
Sold -82.1 Thousand shares
Sold 100% in Q3 2018
Q4 2018
Sold -4.29 Thousand shares
Sold 100% in Q4 2018
Q1 2019
Sold -5.2 Thousand shares
Sold 100% in Q1 2019
Q1 2020
Sold -31 Thousand shares
Sold 100% in Q1 2020
Q1 2020
Sold -846 Thousand shares
Sold 100% in Q1 2020
Q1 2020
Sold -1.83 Thousand shares
Sold 100% in Q1 2020
Q1 2021
Sold -3.7 Thousand shares
Sold 100% in Q1 2021
Q1 2021
Sold -1.05 Thousand shares
Sold 100% in Q1 2021
Q1 2022
Sold -174 Thousand shares
Sold 100% in Q1 2022
Q1 2022
Sold -7.72 Thousand shares
Sold 100% in Q1 2022
Q2 2022
Sold -342 Thousand shares
Sold 100% in Q2 2022
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