13F-HR 1 ensemble13f.txt ENSEMBLE13F UNITED STATES SECURITIES AND EXCHANGE COMMINSSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 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 460 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 November 9, 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: 145255 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 568 11105 SH SOLE 11105 ADVISORY BRD CO COM 00762W107 1394 21610 SH SOLE 21610 ANADARKO PETE CORP COM 032511107 5628 89270 SH SOLE 89270 APPLE INC COM 037833100 16782 44010 SH SOLE 44010 BECTON DICKINSON & CO COM 075887109 4485 61175 SH SOLE 61175 BEST BUY INC COM 086516101 1099 47165 SH SOLE 47165 BLACKROCK INC COM 09247X101 4963 33530 SH SOLE 33530 CHEVRON CORP NEW COM 166764100 1974 21316 SH SOLE 21316 CHUBB CORP COM 171232101 1146 19100 SH SOLE 19100 CISCO SYS INC COM 17275R102 2764 178319 SH SOLE 178319 CONSTANT CONTACT INC COM 210313102 2309 133550 SH SOLE 133550 COSTCO WHSL CORP NEW COM 22160K105 8034 97815 SH SOLE 97815 CVS CAREMARK CORPORATION COM 126650100 8194 243930 SH SOLE 243930 DEVON ENERGY CORP NEW COM 25179M103 1653 29825 SH SOLE 29825 DISNEY WALT CO COM DISNEY 254687106 217 7200 SH SOLE 7200 E M C CORP MASS COM 268648102 231 11000 SH SOLE 11000 ENTERPRISE PRODS PARTNERS L COM 293792107 3395 84550 SH SOLE 84550 EXPEDITORS INTL WASH INC COM 302130109 4015 99025 SH SOLE 99025 EXXON MOBIL CORP COM 30231G102 367 5053 SH SOLE 5053 GENERAL ELECTRIC CO COM 369604103 184 12090 SH SOLE 12090 GOOGLE INC CL A 38259P508 2112 4100 SH SOLE 4100 INTEL CORP COM 458140100 9143 428554 SH SOLE 428554 INVESCO LTD SHS G491BT108 5687 366640 SH SOLE 366640 ISHARES INC MSCI CDA INDEX 464286509 214 8400 SH SOLE 8400 JOHNSON & JOHNSON COM 478160104 605 9506 SH SOLE 9506 JPMORGAN CHASE & CO COM 46625H100 401 13300 SH SOLE 13300 KIMBERLY CLARK CORP COM 494368103 213 3000 SH SOLE 3000 KKR & CO L P DEL COM UNITS 48248M102 146 14000 SH SOLE 14000 KKR FINANCIAL HLDGS LLC COM 48248A306 468 62921 SH SOLE 62921 LANDSTAR SYS INC COM 515098101 1835 46375 SH SOLE 46375 MASTERCARD INC CL A 57636Q104 9791 30870 SH SOLE 30870 MCMORAN EXPLORATION CO COM 582411104 499 50300 SH SOLE 50300 NUANCE COMMUNICATIONS INC COM 67020Y100 10392 510930 SH SOLE 510930 ORACLE CORP COM 68389X105 4574 159150 SH SOLE 159150 PEPSICO INC COM 713448108 6643 107320 SH SOLE 107320 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 1231 20900 SH SOLE 20900 PLUM CREEK TIMBER CO INC COM 729251108 3759 108300 SH SOLE 108300 QLIK TECHNOLOGIES INC COM 74733T105 2194 101450 SH SOLE 101450 SCHWAB CHARLES CORP NEW COM 808513105 4761 422485 SH SOLE 422485 SERVICESOURCE INTL LLC COM 81763U100 284 21500 SH SOLE 21500 SPDR INDEX SHS FDS ASIA PACIF ETF 78463X301 373 5800 SH SOLE 5800 TERADATA CORP DEL COM 88076W103 2208 41250 SH SOLE 41250 TIFFANY & CO NEW COM 886547108 1540 25325 SH SOLE 25325 VANGUARD INTL EQUITY INDEX F MSCI EMR ETF 922042858 204 5700 SH SOLE 5700 VANGUARD INTL EQUITY INDEX F MSCI EUR ETF 922042874 1167 28700 SH SOLE 28700 VANGUARD INTL EQUITY INDEX F MSCI PAC ETF 922042866 688 14200 SH SOLE 14200 VANGUARD TAX-MANAGED FD MSCI EAFE ETF 921943858 377 12500 SH SOLE 12500 WELLS FARGO & CO NEW COM 949746101 956 39650 SH SOLE 39650 WILLIAMS COS INC DEL COM 969457100 3388 139210 SH SOLE 139210