0001941040-24-000250.txt : 20240513 0001941040-24-000250.hdr.sgml : 20240513 20240513135819 ACCESSION NUMBER: 0001941040-24-000250 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ensemble Capital Management, LLC CENTRAL INDEX KEY: 0001387366 ORGANIZATION NAME: IRS NUMBER: 050595391 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12081 FILM NUMBER: 24938263 BUSINESS ADDRESS: STREET 1: 555 MISSION ST STREET 2: SUITE 3325 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: 650-696-1240 MAIL ADDRESS: STREET 1: 555 MISSION ST STREET 2: SUITE 3325 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001387366 XXXXXXXX 03-31-2024 03-31-2024 false Ensemble Capital Management, LLC

555 Mission St Suite 3325 San Francisco CA 94105

13F HOLDINGS REPORT 028-12081 000107213 801-54850 N Matt Pearson 650-696-1240 Matt Pearson San Francisco CA 05-13-2024 0 22 1191895239 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 87343946 578705 SH SOLE 578705 0 0 ANALOG DEVICES INC COM 032654105 62309981 315031 SH SOLE 315031 0 0 BOOKING HOLDINGS INC COM 09857L108 91709179 25279 SH SOLE 25279 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 78915350 385216 SH SOLE 385216 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 35171917 12100 SH SOLE 12100 0 0 FASTENAL CO COM 311900104 29424359 381441 SH SOLE 381441 0 0 FERRARI N V COM N3167Y103 57683145 132319 SH SOLE 132319 0 0 FIRST AMERN FINL CORP COM 31847R102 51057458 836322 SH SOLE 836322 0 0 HOME DEPOT INC COM 437076102 87275521 227517 SH SOLE 227517 0 0 IDEX CORP COM 45167R104 41166906 168703 SH SOLE 168703 0 0 ILLUMINA INC COM 452327109 34542709 251549 SH SOLE 251549 0 0 LANDSTAR SYS INC COM 515098101 44264443 229635 SH SOLE 229635 0 0 MASIMO CORP COM 574795100 53796295 366335 SH SOLE 366335 0 0 MASTERCARD INCORPORATED CL A 57636Q104 93530044 194219 SH SOLE 194219 0 0 NETFLIX INC COM 64110L106 90628212 149224 SH SOLE 149224 0 0 NIKE INC CL B 654106103 40601803 432026 SH SOLE 432026 0 0 NVR INC COM 62944T105 63965384 7897 SH SOLE 7897 0 0 PAYCHEX INC COM 704326107 59652188 485767 SH SOLE 485767 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 28465791 3836360 SH SOLE 3836360 0 0 SERVICENOW INC COM 81762P102 59095149 77512 SH SOLE 77512 0 0 STARBUCKS CORP COM 855244109 630225 6896 SH SOLE 6896 0 0 WATSCO INC COM 942622200 665234 1540 SH SOLE 1540 0 0