Stock Taper 
ENSEMBLE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Perimeter Solutions, Inc. | PRM | 3.44M | $46.3M |
 First American Financial Corporation | FAF | 806.7K | $53.25M |
 Paychex, Inc. | PAYX | 438.21K | $58.8M |
 Alphabet Inc. | GOOGL | 414.51K | $68.75M |
 Broadridge Financial Solutions, Inc. | BR | 380.92K | $81.91M |
| MA MASIMO CORP | MASI | 340.36K | $45.38M |
 Analog Devices, Inc. | ADI | 295.91K | $68.11M |
 NIKE, Inc. | NKE | 279K | $24.66M |
 Fastenal Company | FAST | 258.45K | $18.46M |
 The Home Depot, Inc. | HD | 242.28K | $98.17M |
 Landstar System, Inc. | LSTR | 230.55K | $43.54M |
 Illumina, Inc. | ILMN | 227.56K | $29.68M |
 IDEX Corporation | IEX | 215.16K | $46.15M |
 Mastercard Incorporated | MA | 190.4K | $94.02M |
 Veeva Systems Inc. | VEEV | 162.36K | $34.07M |
 Ferrari N.V. | RACE | 119.5K | $56.18M |
 Netflix, Inc. | NFLX | 117.66K | $83.45M |
 ServiceNow, Inc. | NOW | 57.29K | $51.24M |
 Chipotle Mexican Grill, Inc. | CMG | 31.95K | $1.84M |
 Booking Holdings Inc. | BKNG | 22.19K | $93.47M |