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.
