13F-HR 1 ensemble13f.txt ENSEMBLE CAPITAL 13F 1Q 2011 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, 2011 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 10, 2011 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: 49 Form 13F Information Table Value Total: 165551 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 ---------------------------- -------------- --------- -------- ------- --- ---- ------- -------- ------ ------ ------ ABBOTT LABS COM 002824100 221 4500 SH SOLE 4500 ANADARKO PETE CORP COM 032511107 4141 50550 SH SOLE 50550 APPLE INC COM 037833100 14241 40863 SH SOLE 40863 BECTON DICKINSON & CO COM 075887109 4495 56450 SH SOLE 56450 BEST BUY INC COM 086516101 1329 46265 SH SOLE 46265 BLACKROCK INC COM 09247X101 4399 21885 SH SOLE 21885 CHEVRON CORP NEW COM 166764100 2150 20000 SH SOLE 20000 CHUBB CORP COM 171232101 586 9550 SH SOLE 9550 CISCO SYS INC COM 17275R102 5022 292848 SH SOLE 292848 CONSTANT CONTACT INC COM 210313102 5293 151650 SH SOLE 151650 COSTCO WHSL CORP NEW COM 22160K105 7566 103190 SH SOLE 103190 CVS CAREMARK CORPORATION COM 126650100 9387 273515 SH SOLE 273515 DEVON ENERGY CORP NEW COM 25179M103 6077 66225 SH SOLE 66225 DISCOVERY COMMUNICATIONS COM SER A 25470F104 1760 44100 SH SOLE 44100 DISCOVERY COMMUNICATIONS COM SER C 25470F302 574 16300 SH SOLE 16300 DISNEY WALT CO COM DISNEY 254687106 310 7200 SH SOLE 7200 E M C CORP MASS COM 268648102 366 13794 SH SOLE 13794 ENTERPRISE PRODS PARTNERS L COM 293792107 3757 87250 SH SOLE 87250 EXPEDITORS INTL WASH INC COM 302130109 3141 62625 SH SOLE 62625 EXPRESS SCRIPTS INC COM 302182100 2216 39850 SH SOLE 39850 EXXON MOBIL CORP COM 30231G102 278 3300 SH SOLE 3300 GENERAL ELECTRIC CO COM 369604103 326 16235 SH SOLE 16235 GOOGLE INC CL A 38259P508 5993 10214 SH SOLE 10214 INTEL CORP COM 458140100 8020 397440 SH SOLE 397440 INVESCO LTD SHS G491BT108 9522 372550 SH SOLE 372550 JPMORGAN CHASE & CO COM 46625H100 656 14220 SH SOLE 14220 JOHNSON & JOHNSON COM 478160104 392 6614 SH SOLE 6614 KIMBERLY CLARK CORP COM 494368103 414 6350 SH SOLE 6350 KKR & CO L P DEL COM UNITS 48248M102 230 14000 SH SOLE 14000 KKR FINANCIAL HLDGS LLC COM 48248A306 645 65921 SH SOLE 65921 MASTERCARD INC CL A 57636Q104 8701 34565 SH SOLE 34565 NUANCE COMMUNICATIONS INC COM 67020Y100 8447 432092 SH SOLE 432092 ORACLE CORP COM 68389X105 2377 71100 SH SOLE 71100 PEPSICO INC COM 713448108 10210 158510 SH SOLE 158510 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 1332 20900 SH SOLE 20900 PLUM CREEK TIMBER CO INC COM 729251108 4570 104800 SH SOLE 104800 QLIK TECHNOLOGIES INC COM 74733T105 4039 155350 SH SOLE 155350 SATCON TECHNOLOGY CORP COM 803893106 3974 1029500 SH SOLE 1029500 SCHWAB CHARLES CORP NEW COM 808513105 7652 424385 SH SOLE 424385 SPDR INDEX SHS FDS ASIA PACIF ETF 78463X301 494 5800 SH SOLE 5800 TARGET CORP COM 87612E106 2245 44895 SH SOLE 44895 TIFFANY & CO NEW COM 886547108 3023 49200 SH SOLE 49200 VANGUARD INTL EQUITY INDEX F MSCI EMR ETF 922042858 279 5700 SH SOLE 5700 VANGUARD INTL EQUITY INDEX F MSCI EUR ETF 922042874 1491 28700 SH SOLE 28700 VANGUARD INTL EQUITY INDEX F MSCI PAC ETF 922042866 793 14200 SH SOLE 14200 VANGUARD TAX-MANAGED FD MSCI EAFE ETF 921943858 466 12500 SH SOLE 12500 VARIAN MED SYS INC COM 92220P105 433 6400 SH SOLE 6400 WELLS FARGO & CO NEW COM 949746101 623 19650 SH SOLE 19650 WILLIAMS COS INC DEL COM 969457100 895 28700 SH SOLE 28700