13F-HR 1 ensemble13f.txt ENSEMBLE CAPITAL 13F 1Q 2010 UNITED STATES SECURITIES AND EXCHANGE COMMINSSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2010 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 May 13, 2010 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: 43 Form 13F Information Table Value Total: 134212 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 ---------------------------- -------------- --------- -------- ------- --- ---- ------- -------- ------ ------ ------ ANADARKO PETE CORP COM 032511107 6296 86450 SH SOLE 86450 APPLE INC COM 037833100 9711 41325 SH SOLE 41325 BANK OF AMERICA CORP COM 060505104 707 39625 SH SOLE 39625 BECTON DICKINSON & CO COM 075887109 3152 40032 SH SOLE 40032 BEST BUY INC COM 086516101 5790 136115 SH SOLE 136115 BLACKROCK INC COM 09247X101 1263 5800 SH SOLE 5800 BRINKS HOME SEC HLDGS INC COM 109699108 660 15500 SH SOLE 15500 CHEVRON CORP NEW COM 166764100 1357 17900 SH SOLE 17900 CISCO SYS INC COM 17275R102 10865 417398 SH SOLE 417398 COSTCO WHSL CORP NEW COM 22160K105 8007 134090 SH SOLE 134090 CVS CAREMARK CORPORATION COM 126650100 10029 274315 SH SOLE 274315 DEVON ENERGY CORP NEW COM 25179M103 3397 52725 SH SOLE 52725 DISCOVERY COMMUNICATIONS COM 25470F104 2840 84050 SH SOLE 84050 DISNEY WALT CO COM DISNEY 254687106 251 7200 SH SOLE 7200 ENTERPRISE PRODS PARTNERS L COM 293792107 3166 91550 SH SOLE 91550 EXPEDITORS INTL COM 302130109 3746 101450 SH SOLE 101450 EXPRESS SCRIPTS INC COM 302182100 204 2000 SH SOLE 2000 EXXON MOBIL CORP COM 30231G102 221 3300 SH SOLE 3300 GENERAL ELECTRIC CO COM 369604103 432 23735 SH SOLE 23735 GOOGLE INC CL A 38259P508 210 370 SH SOLE 370 INTEL CORP COM 458140100 6278 281640 SH SOLE 281640 INVESCO LTD SHS G491BT108 2551 116450 SH SOLE 116450 ISHARES TR INDEX BARCLY USAGG B 464287226 2136 20500 SH SOLE 20500 JPMORGAN CHASE & CO COM 46625H100 413 9220 SH SOLE 9220 JOHNSON & JOHNSON COM 478160104 291 4464 SH SOLE 4464 KIMBERLY CLARK CORP COM 494368103 2816 44785 SH SOLE 44785 KKR FINANCIAL HLDGS LLC COM 48248A306 589 71693 SH SOLE 71693 MASTERCARD INC CL A 57636Q104 6369 25075 SH SOLE 25075 NETEZZA CORP COM 64111N101 4315 337355 SH SOLE 337355 NUANCE COMMUNICATIONS INC COM 67020Y100 9660 580518 SH SOLE 580518 PEPSICO INC COM 713448108 8939 135105 SH SOLE 135105 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 467 8200 SH SOLE 8200 PLUM CREEK TIMBER CO INC COM 729251108 3416 87800 SH SOLE 87800 SCHWAB CHARLES CORP NEW COM 808513105 8486 454035 SH SOLE 454035 SPDR INDEX SHS FDS ASIA PACIF ETF 78463X301 226 3000 SH SOLE 3000 VANGUARD WORLD FDS ENERGY ETF 92204A306 612 7290 SH SOLE 7290 VANGUARD TAX-MANAGED FD EUROPE PAC ETF 921943858 433 12500 SH SOLE 12500 VANGUARD INTL EQUITY INDEX F EURPEAN ETF 922042874 1121 23300 SH SOLE 23300 VANGUARD INTL EQUITY INDEX F PACIFIC ETF 922042866 699 12800 SH SOLE 12800 VANGUARD WORLD FDS UTILITIES ETF 92204A876 416 6615 SH SOLE 6615 VARIAN MED SYS INC COM 92220P105 755 13650 SH SOLE 13650 VERIZON COMMUNICATIONS INC COM 92343V104 256 8250 SH SOLE 8250 WELLS FARGO & CO NEW COM 949746101 664 21350 SH SOLE 21350