SEC Form 13F

Ensemble Capital Management, LLC 13F Holdings

Report period2024-09-30
Publicly available2024-11-13
Reported value$1,179,305,199
Positions22

Largest disclosed positions

IssuerTickerClassReported valueReported amount
HOME DEPOT INCHDCOM$98,173,072242,283
MASTERCARD INCORPORATEDMACL A$94,021,495190,404
BOOKING HOLDINGS INCBKNGCOM$93,466,94322,190
NETFLIX INCNFLXCOM$83,454,836117,663
BROADRIDGE FINL SOLUTIONS INBRCOM$81,910,088380,924
NVR INCNVRCOM$81,437,9408,300
ALPHABET INCGOOGLCAP STK CL A$68,746,649414,511
ANALOG DEVICES INCADICOM$68,108,914295,907
PAYCHEX INCPAYXCOM$58,803,534438,211
FERRARI N VRACECOM$56,179,555119,503

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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