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Ensemble Capital Management, LLC Buys Starbucks Corp, Broadridge Financial Solutions Inc, Intuitive Surgical Inc, Sells Sensata Technologies Holding PLC, TransDigm Group Inc, Verisk Analytics Inc

Burlingame, CA, based Investment company Ensemble Capital Management, LLC (Current Portfolio) buys Starbucks Corp, Broadridge Financial Solutions Inc, Intuitive Surgical Inc, Chipotle Mexican Grill Inc, Fastenal Co, sells Sensata Technologies Holding PLC, TransDigm Group Inc, Verisk Analytics Inc, Nike Inc, Tiffany during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Ensemble Capital Management, LLC. As of 2020Q1, Ensemble Capital Management, LLC owns 27 stocks with a total value of $650 million. These are the details of the buys and sells.

For the details of Ensemble Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/ensemble+capital+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Ensemble Capital Management, LLC
  1. Netflix Inc (NFLX) - 150,822 shares, 8.71% of the total portfolio. Shares reduced by 5.15%
  2. Ferrari NV (RACE) - 344,674 shares, 8.09% of the total portfolio. Shares added by 1.73%
  3. Broadridge Financial Solutions Inc (BR) - 538,195 shares, 7.85% of the total portfolio. Shares added by 34.91%
  4. Alphabet Inc (GOOGL) - 38,856 shares, 6.94% of the total portfolio. Shares reduced by 4.92%
  5. Charles Schwab Corp (SCHW) - 1,335,394 shares, 6.90% of the total portfolio. Shares added by 4.90%
New Purchase: Chipotle Mexican Grill Inc (CMG)

Ensemble Capital Management, LLC initiated holding in Chipotle Mexican Grill Inc. The purchase prices were between $465.21 and $933.84, with an estimated average price of $794.62. The stock is now traded at around $932.18. The impact to a portfolio due to this purchase was 1.12%. The holding were 11,154 shares as of .

New Purchase: Heico Corp (HEI)

Ensemble Capital Management, LLC initiated holding in Heico Corp. The purchase prices were between $61.66 and $129.76, with an estimated average price of $109.9. The stock is now traded at around $85.95. The impact to a portfolio due to this purchase was 0.16%. The holding were 13,620 shares as of .

Added: Starbucks Corp (SBUX)

Ensemble Capital Management, LLC added to a holding in Starbucks Corp by 67.11%. The purchase prices were between $56.33 and $93.75, with an estimated average price of $81.31. The stock is now traded at around $74.19. The impact to a portfolio due to this purchase was 2.2%. The holding were 542,722 shares as of .

Added: Broadridge Financial Solutions Inc (BR)

Ensemble Capital Management, LLC added to a holding in Broadridge Financial Solutions Inc by 34.91%. The purchase prices were between $84.26 and $132.57, with an estimated average price of $114.63. The stock is now traded at around $114.87. The impact to a portfolio due to this purchase was 2.03%. The holding were 538,195 shares as of .

Added: Intuitive Surgical Inc (ISRG)

Ensemble Capital Management, LLC added to a holding in Intuitive Surgical Inc by 62.76%. The purchase prices were between $367.75 and $618.29, with an estimated average price of $551.71. The stock is now traded at around $517.27. The impact to a portfolio due to this purchase was 1.29%. The holding were 44,009 shares as of .

Added: Fastenal Co (FAST)

Ensemble Capital Management, LLC added to a holding in Fastenal Co by 25.10%. The purchase prices were between $28.18 and $39.02, with an estimated average price of $35.3. The stock is now traded at around $38.68. The impact to a portfolio due to this purchase was 1%. The holding were 1,036,242 shares as of .

Added: The Home Depot Inc (HD)

Ensemble Capital Management, LLC added to a holding in The Home Depot Inc by 56.24%. The purchase prices were between $152.15 and $247.02, with an estimated average price of $220.09. The stock is now traded at around $234.48. The impact to a portfolio due to this purchase was 1%. The holding were 97,214 shares as of .

Added: NVR Inc (NVR)

Ensemble Capital Management, LLC added to a holding in NVR Inc by 30.24%. The purchase prices were between $2175 and $4037.77, with an estimated average price of $3600.44. The stock is now traded at around $2800.06. The impact to a portfolio due to this purchase was 0.57%. The holding were 6,189 shares as of .

Sold Out: Sensata Technologies Holding PLC (ST)

Ensemble Capital Management, LLC sold out a holding in Sensata Technologies Holding PLC. The sale prices were between $23.11 and $54.2, with an estimated average price of $43.58.

Sold Out: TransDigm Group Inc (TDG)

Ensemble Capital Management, LLC sold out a holding in TransDigm Group Inc. The sale prices were between $245.79 and $657.93, with an estimated average price of $547.94.

Sold Out: Verisk Analytics Inc (VRSK)

Ensemble Capital Management, LLC sold out a holding in Verisk Analytics Inc. The sale prices were between $121.18 and $171.56, with an estimated average price of $156.89.

Sold Out: Tiffany & Co (TIF)

Ensemble Capital Management, LLC sold out a holding in Tiffany & Co. The sale prices were between $111.22 and $134.36, with an estimated average price of $131.71.

Sold Out: Air Products & Chemicals Inc (APD)

Ensemble Capital Management, LLC sold out a holding in Air Products & Chemicals Inc. The sale prices were between $176.73 and $256.01, with an estimated average price of $228.59.

Sold Out: Chevron Corp (CVX)

Ensemble Capital Management, LLC sold out a holding in Chevron Corp. The sale prices were between $54.22 and $121.43, with an estimated average price of $99.58.



Here is the complete portfolio of Ensemble Capital Management, LLC. Also check out:

1. Ensemble Capital Management, LLC's Undervalued Stocks
2. Ensemble Capital Management, LLC's Top Growth Companies, and
3. Ensemble Capital Management, LLC's High Yield stocks
4. Stocks that Ensemble Capital Management, LLC keeps buying

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