Ensemble Capital's top holdings (April 2026) include Alphabet Inc (GOOGL), a global technology conglomerate known for its internet search engine, advertising technologies, cloud computing, and other ventures.

Ensemble Capital is an investment management firm that focuses on constructing concentrated portfolios of publicly traded businesses. The firm operates with a long-term investment horizon, aiming to identify high-quality companies with durable competitive advantages. Their approach emphasizes fundamental research and a deep understanding of the businesses they invest in.

Alphabet Inc (GOOGL)

Alphabet Inc. is a leading global technology company, most recognized for its Google search engine, YouTube video platform, and Android mobile operating system. Its extensive portfolio also includes cloud computing services through Google Cloud and various other innovative projects in AI and autonomous driving. The company's market capitalization stands at $3.32T, while the current value of Ensemble Capital's holding in Alphabet Class A shares is $119.2M. Analysts have set a price target of $376.72 for Alphabet Inc., and its discounted cash flow analysis suggests a value of $197.55 per share.

Here's an overview of Ensemble Capital's trades in Alphabet Inc:
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Mastercard Incorporated (MA)

Mastercard Incorporated is a global technology company in the payments industry, facilitating electronic transactions between consumers, merchants, and financial institutions worldwide. It provides a wide range of payment solutions, processing billions of transactions annually across its extensive network. With a market capitalization of $432.15B, the position in Mastercard within Ensemble Capital's portfolio is currently worth $95.15M. Analysts have placed a price target of $661.08 on the company, while its discounted cash flow value is estimated at $589.13 per share.

Here's an overview of Ensemble Capital's trades in Mastercard Incorporated:
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Analog Devices Inc. (ADI)

Analog Devices Inc. is a global semiconductor company specializing in high-performance analog, mixed-signal, and digital signal processing (DSP) integrated circuits. Its products are essential components for a wide array of electronic systems across industrial, automotive, communications, and consumer sectors. Analog Devices Inc. holds a market cap of $150.09B, and this holding in Ensemble Capital's portfolio is currently valued at $94.14M. The discounted cash flow analysis suggests a value of $251.69 per share, and analysts target a price of $370.83 for the stock.

Here's an overview of Ensemble Capital's trades in Analog Devices Inc.:
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Booking Holdings Inc (BKNG)

Booking Holdings Inc. is a major global provider of online travel and related services, operating prominent brands such as Booking.com, Priceline, Agoda, and Kayak. The company connects travelers with accommodations, flights, rental cars, and experiences worldwide. Boasting a market capitalization of $130.94B, the current value of Ensemble Capital's position in Booking Holdings is $93.43M. Its discounted cash flow value is estimated at $6.04K per share, with analysts setting a price target of $5.91K.

Here's an overview of Ensemble Capital's trades in Booking Holdings Inc:
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Perimeter Solutions SA (PRM)

Perimeter Solutions SA is a global company focused on providing fire retardants, foam concentrates, and other friction modifiers. It serves critical sectors like wildfire suppression and industrial firefighting, as well as oil and gas pipeline applications. Perimeter Solutions SA has a market capitalization of $3.19B, and the current value of Ensemble Capital's holding is $84.06M. Analysts have set a price target of $33.0 for the company, and its discounted cash flow analysis suggests a value of $10.39 per share.

Here's an overview of Ensemble Capital's trades in Perimeter Solutions SA:
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