ENSEMBLE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRM | 3.44M | $46.30M |
 | FAF | 807K | $53.25M |
 | PAYX | 438K | $58.80M |
 | GOOGL | 415K | $68.75M |
 | BR | 381K | $81.91M |
 | MASI | 340K | $45.38M |
 | ADI | 296K | $68.11M |
 | NKE | 279K | $24.66M |
 | FAST | 258K | $18.46M |
 | HD | 242K | $98.17M |
 | LSTR | 231K | $43.54M |
 | ILMN | 228K | $29.68M |
 | IEX | 215K | $46.15M |
 | MA | 190K | $94.02M |
 | VEEV | 162K | $34.07M |
 | RACE | 120K | $56.18M |
 | NFLX | 118K | $83.45M |
 | NOW | 57K | $51.24M |
 | CMG | 32K | $1.84M |
 | BKNG | 22K | $93.47M |
Perimeter Solutions, S.A.
PRM
Shares Held
3.44M
Value
$46.30M
First American Financial Corporation
FAF
Shares Held
807K
Value
$53.25M
Paychex, Inc.
PAYX
Shares Held
438K
Value
$58.80M
Alphabet Inc.
GOOGL
Shares Held
415K
Value
$68.75M
Broadridge Financial Solutions, Inc.
BR
Shares Held
381K
Value
$81.91M
Masimo Corporation
MASI
Shares Held
340K
Value
$45.38M
Analog Devices, Inc.
ADI
Shares Held
296K
Value
$68.11M
NIKE, Inc.
NKE
Shares Held
279K
Value
$24.66M
Fastenal Company
FAST
Shares Held
258K
Value
$18.46M
The Home Depot, Inc.
HD
Shares Held
242K
Value
$98.17M
Landstar System, Inc.
LSTR
Shares Held
231K
Value
$43.54M
Illumina, Inc.
ILMN
Shares Held
228K
Value
$29.68M
IDEX Corporation
IEX
Shares Held
215K
Value
$46.15M
Mastercard Incorporated
MA
Shares Held
190K
Value
$94.02M
Veeva Systems Inc.
VEEV
Shares Held
162K
Value
$34.07M
Ferrari N.V.
RACE
Shares Held
120K
Value
$56.18M
Netflix, Inc.
NFLX
Shares Held
118K
Value
$83.45M
ServiceNow, Inc.
NOW
Shares Held
57K
Value
$51.24M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
32K
Value
$1.84M
Booking Holdings Inc.
BKNG
Shares Held
22K
Value
$93.47M