0001941040-24-000113.txt : 20240213 0001941040-24-000113.hdr.sgml : 20240213 20240213114101 ACCESSION NUMBER: 0001941040-24-000113 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ensemble Capital Management, LLC CENTRAL INDEX KEY: 0001387366 ORGANIZATION NAME: IRS NUMBER: 050595391 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12081 FILM NUMBER: 24623711 BUSINESS ADDRESS: STREET 1: 555 MISSION ST STREET 2: SUITE 3325 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: 650-696-1240 MAIL ADDRESS: STREET 1: 555 MISSION ST STREET 2: SUITE 3325 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001387366 XXXXXXXX 12-31-2023 12-31-2023 false Ensemble Capital Management, LLC

555 Mission St Suite 3325 San Francisco CA 94105

13F HOLDINGS REPORT 028-12081 000107213 801-54850 N Matt Pearson 650-696-1240 Matt Pearson San Francisco CA 02-13-2024 0 23 1123331289 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 91019350 651581 SH SOLE 651581 0 0 ANALOG DEVICES INC COM 032654105 56641027 285259 SH SOLE 285259 0 0 BOOKING HOLDINGS INC COM 09857L108 96548234 27218 SH SOLE 27218 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 70866473 344430 SH SOLE 344430 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 59209394 25890 SH SOLE 25890 0 0 FASTENAL CO COM 311900104 38743924 598177 SH SOLE 598177 0 0 FERRARI N V COM N3167Y103 48375184 142940 SH SOLE 142940 0 0 FIRST AMERN FINL CORP COM 31847R102 50733741 787302 SH SOLE 787302 0 0 HOME DEPOT INC COM 437076102 84619886 244178 SH SOLE 244178 0 0 IDEX CORP COM 45167R104 16452162 75778 SH SOLE 75778 0 0 ILLUMINA INC COM 452327109 35156847 252491 SH SOLE 252491 0 0 LANDSTAR SYS INC COM 515098101 30798871 159044 SH SOLE 159044 0 0 MASIMO CORP COM 574795100 43622983 372178 SH SOLE 372178 0 0 MASTERCARD INCORPORATED CL A 57636Q104 87196131 204441 SH SOLE 204441 0 0 NETFLIX INC COM 64110L106 94848119 194808 SH SOLE 194808 0 0 NIKE INC CL B 654106103 35313152 325257 SH SOLE 325257 0 0 NVR INC COM 62944T105 59391818 8484 SH SOLE 8484 0 0 PAYCHEX INC COM 704326107 44067960 369977 SH SOLE 369977 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 17683348 3844206 SH SOLE 3844206 0 0 SERVICENOW INC COM 81762P102 59838997 84699 SH SOLE 84699 0 0 STARBUCKS CORP COM 855244109 693768 7226 SH SOLE 7226 0 0 TEXAS INSTRS INC COM 882508104 552290 3240 SH SOLE 3240 0 0 WATSCO INC COM 942622200 957630 2235 SH SOLE 2235 0 0