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.
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 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
Q2 2022
Sold -342 Thousand shares
Sold 100% in Q2 2022
Q1 2016
Sold -3.2 Thousand shares
Sold 100% in Q1 2016
Q1 2016
Sold -16.9 Thousand shares
Sold 100% in Q1 2016
Q2 2022
Sold -105 Thousand shares
Sold 100% in Q2 2022
Q4 2014
Sold -2.3 Thousand shares
Sold 100% in Q4 2014
Q4 2014
Sold -191 Thousand shares
Sold 100% in Q4 2014
Q4 2014
Sold -208 Thousand shares
Sold 100% in Q4 2014
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
Q1 2017
Sold -2.03 Thousand shares
Sold 100% in Q1 2017
Q1 2018
Sold -13.8 Thousand shares
Sold 100% in Q1 2018
Q2 2018
Sold -753 Thousand shares
Sold 100% in Q2 2018
Q4 2018
Sold -4.29 Thousand shares
Sold 100% in Q4 2018
Q1 2020
Sold -31 Thousand shares
Sold 100% in Q1 2020
Q1 2020
Sold -846 Thousand shares
Sold 100% in Q1 2020
Q2 2023
Sold -9.53 Thousand shares
Sold 100% in Q2 2023
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