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 portfolio showcases a strategic emphasis on robust growth and market dominance with its top five stock investments. Netflix Inc., a leader in the streaming industry, promises potential for substantial subscriber expansion and innovative content creation. Alphabet Inc - Ordinary Shares - Class A represents an investment in a tech giant with expansive control over online search and advertising, as well as pioneering efforts in technology diversification. Mastercard Incorporated - Ordinary Shares - Class A is a top pick reflecting confidence in continuous global digital payment advancements and financial services innovation. Booking Holdings Inc highlights Ensemble Capital's bet on the travel industry's recovery and digital booking platforms' growth. Finally, Home Depot, Inc. anchors the portfolio as a strong performer within the home improvement retail sector, expected to benefit from consistent demand and consumer spending trends. These choices underline Ensemble Capital's investment acumen, focusing on companies poised for long-term success and shareholder value appreciation, fit for investors seeking informed market participation.
Q1 2024
Sold 53.3% shares
Sold 53.3% in Q1 2024
Q1 2024
Sold 23.4% shares
Sold 23.4% in Q1 2024
Q1 2024
Increased shares by 122.6%
Added 122.6% in Q1 2024
Q1 2024
Increased shares by 31.3%
Added 31.3% in Q1 2024
Q1 2024
Sold 36.2% shares
Sold 36.2% in Q1 2024
Q1 2024
Increased shares by 44.4%
Added 44.4% in Q1 2024
Q1 2024
Sold 11.2% shares
Sold 11.2% in Q1 2024
Q1 2024
Increased shares by 32.8%
Added 32.8% in Q1 2024
Q1 2024
Increased shares by 11.8%
Added 11.8% in Q1 2024
Q1 2024
Sold 7.1% shares
Sold 7.1% in Q1 2024
Q1 2024
Increased shares by 10.4%
Added 10.4% in Q1 2024
Q1 2024
Sold 6.8% shares
Sold 6.8% in Q1 2024
Q1 2024
Sold 8.5% shares
Sold 8.5% in Q1 2024
Q1 2024
Sold 5.0% shares
Sold 5.0% in Q1 2024
Q1 2024
Sold 6.9% shares
Sold 6.9% in Q1 2024
Q1 2024
Sold 7.4% shares
Sold 7.4% in Q1 2024
Q1 2024
Increased shares by 6.2%
Added 6.2% in Q1 2024
Q1 2024
Sold 1.6% shares
Sold 1.6% in Q1 2024
Q1 2024
Sold -3.24 Thousand shares
Sold 100% in Q1 2024
Q1 2024
Sold 31.1% shares
Sold 31.1% in Q1 2024
Q1 2024
Sold 0.4% shares
Sold 0.4% in Q1 2024
Q1 2024
Sold 0.2% shares
Sold 0.2% in Q1 2024
Q1 2024
Sold 4.6% shares
Sold 4.6% in Q1 2024
Q4 2023
Sold -836 shares
Sold 100% in Q4 2023
Q4 2023
Sold -590 shares
Sold 100% in Q4 2023
Q2 2023
Sold -9.53 Thousand shares
Sold 100% in Q2 2023
Q1 2023
Sold -366 Thousand shares
Sold 100% in Q1 2023
Q1 2023
Sold -15.2 Thousand shares
Sold 100% in Q1 2023
Q1 2023
Sold -615 Thousand shares
Sold 100% in Q1 2023
Q4 2022
Sold -2.22 Thousand shares
Sold 100% in Q4 2022
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