Ensemble Capital's top holdings (April 2025) include Netflix Inc. (NFLX), a leading streaming entertainment service.

Ensemble Capital is an investment management firm focusing on long-term investments. The company operates as a registered investment advisor, providing services to individuals, families, and institutions. Ensemble Capital emphasizes a research-intensive approach to identify companies with durable competitive advantages.

Netflix Inc. (NFLX)

Netflix is a global streaming service offering a wide variety of TV shows, movies, anime, documentaries, and other entertainment content. It has a significant presence in numerous countries, providing streaming options for a broad audience. The company has a market capitalization of $399.46B, and the current value of Ensemble Capital's position is $109.24M. The analyst price target for Netflix is $1.02K, while the discounted cash flow is $190.87.

Here's an overview of Ensemble Capital's trades in Netflix Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_nflx]

Mastercard Incorporated (MA)

Mastercard is a global technology company in the payments industry. It provides transaction processing and payment-related services, offering a range of branded payment cards. Mastercard has a market cap of $489.19B, with Ensemble Capital's position currently valued at $104.44M. The company's discounted cash flow analysis suggests a value of $362.9 per share and analysts have set a price target of $645.67 for Mastercard.

Here's an overview of Ensemble Capital's trades in Mastercard Incorporated: [STOCKCIRCLE_EMBED_PLACEHOLDER_ma]

Booking Holdings Inc (BKNG)

Booking Holdings operates as an online travel company, providing services through several brands, including Booking.com, Priceline, and Agoda. The company facilitates reservations for accommodations, flights, rental cars, and other travel-related services. Booking Holdings has a market capitalization of $152.07B, and this holding in Ensemble Capital's portfolio is currently worth $103.98M. The company's discounted cash flow analysis suggests a value of $10.93K per share.

Here's an overview of Ensemble Capital's trades in Booking Holdings Inc: [STOCKCIRCLE_EMBED_PLACEHOLDER_bkng]

Broadridge Financial Solutions, Inc. (BR)

Broadridge Financial Solutions is a global fintech company providing technology-driven solutions for brokerage firms, banks, wealth managers, and corporate issuers. Its offerings include investor communications, securities processing, and data analytics. Broadridge Financial Solutions has a market capitalization of $27.79B. The position is currently valued at $93.22M in Ensemble Capital's portfolio. The company's discounted cash flow analysis suggests a value of $105.57 per share.

Here's an overview of Ensemble Capital's trades in Broadridge Financial Solutions, Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_br]

Home Depot, Inc. (HD)

Home Depot is a home improvement retailer, operating numerous stores across the United States, Canada, and Mexico. The company offers a wide array of products for home construction, renovation, and maintenance. Home Depot, Inc. has a market capitalization of $356.01B, and Ensemble Capital's position is currently valued at $88.56M. Analysts have set a price target of $424.5 for Home Depot. The company's discounted cash flow suggests a value of $291.92 per share.

Here's an overview of Ensemble Capital's trades in Home Depot, Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_hd]