StockDriftsStockDriftsTop 22 Ensemble Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | 8.32% | 242.3K | $98.2M | -17.51%(-51.41K) | — | 2024-09-30 | |
| MA | MASTERCARD INCORPORATED | 7.97% | 190.4K | $94.0M | -13.97%(-30.93K) | — | 2024-09-30 | |
| BKNG | BOOKING HOLDINGS INC | 7.93% | 22.2K | $93.5M | -17.85%(-4.82K) | — | 2024-09-30 | |
| NFLX | NETFLIX INC | 7.08% | 117.7K | $83.5M | -11.62%(-15.47K) | — | 2024-09-30 | |
| BR | BROADRIDGE FINL SOLUTIONS IN | 6.95% | 380.9K | $81.9M | -14.35%(-63.82K) | — | 2024-09-30 | |
| NVR | NVR INC | 6.91% | 8.3K | $81.4M | -24.27%(-2.66K) | — | 2024-09-30 | |
| GOOGL | ALPHABET INC | 5.83% | 414.5K | $68.7M | -16.89%(-84.24K) | — | 2024-09-30 | |
| ADI | ANALOG DEVICES INC | 5.78% | 295.9K | $68.1M | -7.58%(-24.28K) | — | 2024-09-30 | |
| PAYX | PAYCHEX INC | 4.99% | 438.2K | $58.8M | -17.78%(-94.79K) | — | 2024-09-30 | |
| RACE | FERRARI N V | 4.76% | 119.5K | $56.2M | -15.31%(-21.60K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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