13F-HR 1 ensemble13f.txt ENSEMBLE CAPITAL 13F 2Q 2008 UNITED STATES SECURITIES AND EXCHANGE COMMINSSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2008 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one): [ ] is a restatement [ ] adds new holdings entries Institutional Investment Manager Filing this Report: Name: Ensemble Capital Management, LLC Address: 1350 Bayshore Highway, Suite 550 Burlingame, CA 94010 13F File Number: 028-12081 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this submission. Person Signing this Report on Behalf of Reporting Manager: Name: Sean Stannard-Stockton Title: Principal Phone: 650-696-1240 Signature, Place, and Date of Signing: Sean Stannard-Stockton Burlingame, CA August 7, 2008 Report Type (Check only one): [X] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT List of Other Managers Reporting for this Manager: NONE FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 48 Form 13F Information Table Value Total: 12861 List of Other Included Managers: No. 13F File Number Name None FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY Name of Issuer Title of Class CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ---------------------------- -------------- --------- -------- ------- --- ---- ------- -------- ------ ------ ------ APPLE INC COM 037833100 3759 22450 SH SOLE 22450 BANK OF AMERICA CORPORATION COM 060505104 533 22332 SH SOLE 22332 BEST BUY INC COM 086516101 900 22720 SH SOLE 22720 BURLINGTON NORTHN SANTA FE C COM 12189T104 300 3000 SH SOLE 3000 CATERPILLAR INC DEL COM 149123101 746 10100 SH SOLE 10100 CHESAPEAKE ENERGY CORP COM 165167107 2493 37800 SH SOLE 37800 CHEVRON CORP NEW COM 166764100 3734 37664 SH SOLE 37664 CISCO SYS INC COM 17275R102 9624 413773 SH SOLE 413773 CITIZENS COMMUNICATIONS CO COM 17453B101 2251 198525 SH SOLE 198525 COLGATE PALMOLIVE CO COM 194162103 221 3200 SH SOLE 3200 COMCAST CORP NEW CL A 20030N101 220 11600 SH SOLE 11600 CONOCOPHILLIPS COM 20825C104 2120 22460 SH SOLE 22460 COSTCO WHSL CORP NEW COM 22160K105 6380 90955 SH SOLE 90955 CVS CORP COM 126650100 13733 347055 SH SOLE 347055 DEVON ENERGY CORP NEW COM 25179M103 6329 52675 SH SOLE 52675 ECHELON CORP COM 27874N105 858 78677 SH SOLE 78677 ENTERPRISE PRODS PARTNERS L COM 293792107 2156 72990 SH SOLE 72990 EXXON MOBIL CORP COM 30231G102 335 3800 SH SOLE 3800 GENERAL ELECTRIC CO COM 369604103 1176 44066 SH SOLE 44066 HANSEN MEDICAL INC COM 411307101 493 29500 SH SOLE 29500 HEWLETT PACKARD CO COM 428236103 2485 56206 SH SOLE 56206 INFORMATICA CORP COM 45666Q102 361 24000 SH SOLE 24000 INVESCO PLC SPONSORED ADR 46127U104 1139 47500 SH SOLE 47500 ISHARES TR IBOXX INV CPBD 464287242 403 3974 SH SOLE 3974 ISHARES TR MSCI EAFE IDX 464287465 1615 23525 SH SOLE 23525 ISHARES TR MSCI EMERG MKT 464287234 1036 7630 SH SOLE 7630 ISHARES TR RUSSELL 3000 464287689 1798 24000 SH SOLE 24000 ISHARES TR LEHMAN AGG BND 464287226 1534 15275 SH SOLE 15275 JOHNSON & JOHNSON COM 478160104 313 4864 SH SOLE 4864 KAYNE ANDERSON ENERGY DEV CO COM 48660Q102 542 23600 SH SOLE 23600 KKR FINL CORP COM 482476306 7611 724876 SH SOLE 724876 LABORATORY CORP AMER HLDGS COM NEW 50540R409 2999 43070 SH SOLE 43070 MICROSOFT CORP COM 594918104 267 9720 SH SOLE 9720 NATUS MEDICAL INC DEL COM 639050103 2386 113950 SH SOLE 113950 NETEZZA CORP COM 64111N101 1496 129518 SH SOLE 129518 NOVA CHEMICALS CORP COM 66977W109 242 9791 SH SOLE 9791 NUANCE COMMUNICATIONS INC COM 67020Y100 8696 554977 SH SOLE 554977 ORACLE CORP COM 68389X105 7740 368550 SH SOLE 368550 PEPSICO INC COM 713448108 2937 46180 SH SOLE 46180 PHARMACEUTICAL PROD DEV INC COM 717124101 1448 33750 SH SOLE 33750 PLUM CREEK TIMBER CO INC COM 729251108 2448 57310 SH SOLE 57310 PROCTER & GAMBLE CO COM 742718109 221 3642 SH SOLE 3642 ROCKWELL COLLINS INC COM 774341101 423 8825 SH SOLE 8825 SCHWAB CHARLES CORP NEW COM 808513105 9941 483985 SH SOLE 483985 STAPLES INC COM 855030102 4135 174110 SH SOLE 174110 THERMO FISHER SCIENTIFIC INC COM 883556102 228 4083 SH SOLE 4083 UNITED TECHNOLOGIES CORP COM 913017109 4427 71745 SH SOLE 71745 WELLS FARGO & CO COM 949746101 1378 58020 SH SOLE 58020