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 is anchored by five major stock holdings, reflecting the firm's strategic positioning and market approach. Netflix Inc., a dominant force in online streaming content, constitutes the largest share at 10.0%, showcasing their confidence in digital entertainment's growth prospects. Alphabet Inc - Ordinary Shares - Class A represents 8.5% of the portfolio, aligning Ensemble with the tech giant known for its widespread influence in advertising, search engines, and innovation. Booking Holdings Inc, with 7.9%, emphasizes the investor's bet on the global travel industry and the online reservation space. Mastercard Incorporated - Ordinary Shares - Class A also makes up 7.9%, highlighting a preference for established companies within the digital payments sector. Lastly, Home Depot, Inc., accounting for 6.9% of investments, indicates a bullish outlook on home improvement retail amidst economic evolution. This diversified but selective array of stocks underlines Ensemble Capital's commitment to strong market players and enduring business models conducive to potential investors looking for robust and forward-looking portfolios.
Q4 2023
Sold 1.8% shares
Sold 1.8% in Q4 2023
Q4 2023
Sold 0.9% shares
Sold 0.9% in Q4 2023
Q4 2023
Increased shares by 2.6%
Added 2.6% in Q4 2023
Q4 2023
Increased shares by 1.7%
Added 1.7% in Q4 2023
Q4 2023
Increased shares by 12.7%
Added 12.7% in Q4 2023
Q4 2023
Sold 4.0% shares
Sold 4.0% in Q4 2023
Q4 2023
Increased shares by 3.6%
Added 3.6% in Q4 2023
Q4 2023
Increased shares by 8.7%
Added 8.7% in Q4 2023
Q4 2023
Sold 17.4% shares
Sold 17.4% 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 3.4%
Added 3.4% in Q4 2023
Q4 2023
Increased shares by 4.6%
Added 4.6% in Q4 2023
Q4 2023
Sold 7.8% shares
Sold 7.8% in Q4 2023
Q4 2023
Sold 5.7% shares
Sold 5.7% in Q4 2023
Q4 2023
Increased shares by 0.3%
Added 0.3% in Q4 2023
Q4 2023
Increased shares by 13.6%
Added 13.6% in Q4 2023
Q4 2023
Increased shares by 1.7%
Added 1.7% in Q4 2023
Q4 2023
Increased shares by 16.4%
Added 16.4% in Q4 2023
Q1 2021
Increased shares by 67.4%
Added 67.4% in Q1 2021
Q4 2023
Sold 0.0% shares
Sold 0.0% in Q4 2023
Q4 2022
New holding
New holding in Q4 2022
Q4 2014
Sold -23.7 Thousand shares
Sold 100% in Q4 2014
Q1 2016
Sold -13.4 Thousand shares
Sold 100% in Q1 2016
Q4 2014
Sold -2.3 Thousand shares
Sold 100% in Q4 2014
Q4 2021
Sold -1.22 Thousand shares
Sold 100% in Q4 2021
Q1 2016
Sold -10.9 Thousand shares
Sold 100% in Q1 2016
Q2 2016
Sold -5 Thousand shares
Sold 100% in Q2 2016
Q1 2016
Sold -14.8 Thousand shares
Sold 100% in Q1 2016
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