Ensemble Capital Management

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Perimeter Solutions, SA
PRM
$28.47M2.643.84M-0.2%-$58,217.322.39
First American Financial Corporation
FAF
$51.06M0.81836,322+6.23%+$2.99M4.28
Masimo Corporation
MASI
$53.8M0.69366,335-1.57%-$858,044.554.51
Landstar System, Inc.
LSTR
$44.26M0.64229,635+44.38%+$13.61M3.71
Broadridge Financial Solutions, Inc.
BR
$78.92M0.33385,216+11.84%+$8.36M6.62
NVR, Inc.
NVR
$63.97M0.257,897-6.92%-$4.75M5.37
IDEX Corporation
IEX
$41.17M0.22168,703+122.63%+$22.68M3.45
Illumina, Inc.
ILMN
$34.54M0.16251,549-0.37%-$129,355.442.9
Paychex, Inc.
PAYX
$59.65M0.14485,767+31.3%+$14.22M5.01
Booking Holdings Inc.
BKNG
$91.71M0.0825,279-7.12%-$7.03M7.69
Ferrari N.V.
RACE
$57.68M0.07132,319-7.43%-$4.63M4.84
Fastenal Company
FAST
$29.42M0.07381,441-36.23%-$16.72M2.47
Analog Devices, Inc.
ADI
$62.31M0.06315,031+10.44%+$5.89M5.23
Chipotle Mexican Grill, Inc.
CMG
$35.17M0.0412,100-53.26%-$40.08M2.95
ServiceNow, Inc.
NOW
$59.1M0.0477,512-8.48%-$5.48M4.96
Netflix, Inc.
NFLX
$90.63M0.04149,224-23.4%-$27.68M7.6
NIKE, Inc.
NKE
$40.6M0.03432,026+32.83%+$10.03M3.41
The Home Depot, Inc.
HD
$87.28M0.02227,517-6.82%-$6.39M7.32
Mastercard Incorporated
MA
$93.53M0.02194,219-5%-$4.92M7.85
Alphabet Inc.
GOOGL
$87.34M0.01578,705-11.18%-$11M7.33
Watsco, Inc.
WSO
$665,234.00<0.011,540-31.1%-$300,219.240.06
Starbucks Corporation
SBUX
$630,225.00<0.016,896-4.57%-$30,158.680.05