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

• New Purchases: CMG, HEI,
• Added Positions: SBUX, BR, ISRG, FRC, FAST, HD, NVR, BL, MA, PAYX, SCHW, BKNG, RACE,
• Reduced Positions: FAF, GOOGL, NFLX, NKE, AAPL, GOOG, ODFL,
• Sold Out: ST, TDG, VRSK, TIF, APD, CVX,

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

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%

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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.

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.

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.

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.

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.

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.