13F-HR 1 ensemble13f.txt ENSEMBLE CAPITAL 13F 2Q 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: June 30, 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 August 11, 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: 51 Form 13F Information Table Value Total: 170620 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 511 9705 SH SOLE 9705 ADVISORY BRD CO COM 00762W107 398 6875 SH SOLE 6875 ANADARKO PETE CORP COM 032511107 3995 52050 SH SOLE 52050 APPLE INC COM 037833100 14210 42333 SH SOLE 42333 BECTON DICKINSON & CO COM 075887109 5013 58175 SH SOLE 58175 BEST BUY INC COM 086516101 1505 47915 SH SOLE 47915 BLACKROCK INC COM 09247X101 4551 23725 SH SOLE 23725 CHEVRON CORP NEW COM 166764100 2141 20816 SH SOLE 20816 CHUBB CORP COM 171232101 1093 17450 SH SOLE 17450 CISCO SYS INC COM 17275R102 3268 209367 SH SOLE 209367 CONSTANT CONTACT INC COM 210313102 4717 185850 SH SOLE 185850 COSTCO WHSL CORP NEW COM 22160K105 8072 99365 SH SOLE 99365 CVS CAREMARK CORPORATION COM 126650100 9177 244205 SH SOLE 244205 DEVON ENERGY CORP NEW COM 25179M103 5125 65025 SH SOLE 65025 DISCOVERY COMMUNICATIONS COM SER A 25470F104 270 6600 SH SOLE 6600 DISNEY WALT CO COM DISNEY 254687106 281 7200 SH SOLE 7200 E M C CORP MASS COM 268648102 603 21875 SH SOLE 21875 ENTERPRISE PRODS PARTNERS L COM 293792107 3783 87550 SH SOLE 87550 EXPEDITORS INTL WASH INC COM 302130109 3654 71375 SH SOLE 71375 EXPRESS SCRIPTS INC COM 302182100 1703 31550 SH SOLE 31550 EXXON MOBIL CORP COM 30231G102 264 3240 SH SOLE 3240 GENERAL ELECTRIC CO COM 369604103 291 15435 SH SOLE 15435 GOOGLE INC CL A 38259P508 3611 7131 SH SOLE 7131 INTEL CORP COM 458140100 9496 428540 SH SOLE 428540 INVESCO LTD SHS G491BT108 9152 391090 SH SOLE 391090 ISHARES INC MSCI CDA INDEX 464286509 266 8400 SH SOLE 8400 JPMORGAN CHASE & CO COM 46625H100 786 19201 SH SOLE 19201 JOHNSON & JOHNSON COM 478160104 511 7689 SH SOLE 7689 KIMBERLY CLARK CORP COM 494368103 423 6350 SH SOLE 6350 KKR & CO L P DEL COM UNITS 48248M102 228 14000 SH SOLE 14000 KKR FINANCIAL HLDGS LLC COM 48248A306 647 65921 SH SOLE 65921 MASTERCARD INC CL A 57636Q104 9700 32190 SH SOLE 32190 MCMORAN EXPLORATION CO COM 582411104 1161 62800 SH SOLE 62800 NUANCE COMMUNICATIONS INC COM 67020Y100 10980 511430 SH SOLE 511430 ORACLE CORP COM 68389X105 5688 172850 SH SOLE 172850 PEPSICO INC COM 713448108 11108 157720 SH SOLE 157720 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 1338 20900 SH SOLE 20900 PLUM CREEK TIMBER CO INC COM 729251108 4249 104800 SH SOLE 104800 QLIK TECHNOLOGIES INC COM 74733T105 3432 100750 SH SOLE 100750 SATCON TECHNOLOGY CORP COM 803893106 2565 1073300 SH SOLE 1073300 SCHWAB CHARLES CORP NEW COM 808513105 6971 423785 SH SOLE 423785 SPDR INDEX SHS FDS ASIA PACIF ETF 78463X301 491 5800 SH SOLE 5800 TARGET CORP COM 87612E106 719 15325 SH SOLE 15325 TERADATA CORP DEL COM 88076W103 2005 33300 SH SOLE 33300 TIFFANY & CO NEW COM 886547108 2811 35800 SH SOLE 35800 VANGUARD INTL EQUITY INDEX F MSCI EMR ETF 922042858 277 5700 SH SOLE 5700 VANGUARD INTL EQUITY INDEX F MSCI EUR ETF 922042874 1536 28700 SH SOLE 28700 VANGUARD INTL EQUITY INDEX F MSCI PAC ETF 922042866 803 14200 SH SOLE 14200 VANGUARD TAX-MANAGED FD MSCI EAFE ETF 921943858 476 12500 SH SOLE 12500 WELLS FARGO & CO NEW COM 949746101 1113 39650 SH SOLE 39650 WILLIAMS COS INC DEL COM 969457100 3452 114110 SH SOLE 114110