13F-HR 1 ensemble13f.txt ENSEMBLE CAPITAL 13F 2Q 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: June 30, 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 August 11, 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: 37 Form 13F Information Table Value Total: 120905 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 10423 41440 SH SOLE 41440 BANK OF AMERICA CORP COM 060505104 262 18225 SH SOLE 18225 BECTON DICKINSON & CO COM 075887109 3239 47900 SH SOLE 47900 BEST BUY INC COM 086516101 5293 156315 SH SOLE 156315 BLACKROCK INC COM 09247X101 1310 9135 SH SOLE 9135 CHEVRON CORP NEW COM 166764100 1208 17800 SH SOLE 17800 CISCO SYS INC COM 17275R102 9019 423248 SH SOLE 423248 COSTCO WHSL CORP NEW COM 22160K105 7253 132290 SH SOLE 132290 CVS CAREMARK CORPORATION COM 126650100 8028 273815 SH SOLE 273815 DEVON ENERGY CORP NEW COM 25179M103 4345 71325 SH SOLE 71325 DISCOVERY COMMUNICATIONS COM 25470F104 2716 76050 SH SOLE 76050 DISNEY WALT CO COM DISNEY 254687106 227 7200 SH SOLE 7200 ENTERPRISE PRODS PARTNERS L COM 293792107 3380 95550 SH SOLE 95550 EXPEDITORS INTL COM 302130109 3429 99350 SH SOLE 99350 EXPRESS SCRIPTS INC COM 302182100 235 5000 SH SOLE 5000 GENERAL ELECTRIC CO COM 369604103 313 21735 SH SOLE 21735 INTEL CORP COM 458140100 6788 348990 SH SOLE 348990 INVESCO LTD SHS G491BT108 3569 212050 SH SOLE 212050 ISHARES TR INDEX BARCLY USAGG B 464287226 2199 20500 SH SOLE 20500 JPMORGAN CHASE & CO COM 46625H100 301 8220 SH SOLE 8220 JOHNSON & JOHNSON COM 478160104 255 4314 SH SOLE 4314 KIMBERLY CLARK CORP COM 494368103 2439 40235 SH SOLE 40235 KKR FINANCIAL HLDGS LLC COM 48248A306 535 71693 SH SOLE 71693 MASTERCARD INC CL A 57636Q104 7471 37445 SH SOLE 37445 NETEZZA CORP COM 64111N101 5529 404155 SH SOLE 404155 NUANCE COMMUNICATIONS INC COM 67020Y100 7978 533678 SH SOLE 533678 PEPSICO INC COM 713448108 9029 148130 SH SOLE 148130 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 599 10200 SH SOLE 10200 PLUM CREEK TIMBER CO INC COM 729251108 3059 88600 SH SOLE 88600 SCHWAB CHARLES CORP NEW COM 808513105 6041 426035 SH SOLE 426035 SPDR INDEX SHS FDS ASIA PACIF ETF 78463X301 211 3000 SH SOLE 3000 VANGUARD WORLD FDS ENERGY ETF 92204A306 304 4180 SH SOLE 4180 VANGUARD TAX-MANAGED FD EUROPE PAC ETF 921943858 366 12500 SH SOLE 12500 VANGUARD INTL EQUITY INDEX F EURPEAN ETF 922042874 936 23300 SH SOLE 23300 VANGUARD INTL EQUITY INDEX F PACIFIC ETF 922042866 609 12800 SH SOLE 12800 VARIAN MED SYS INC COM 92220P105 1473 28175 SH SOLE 28175 WELLS FARGO & CO NEW COM 949746101 534 20850 SH SOLE 20850