Ensemble Capital

Ensemble Capital

Ensemble Capital operates as a 13F manager, focusing on strategic investments across various sectors. Recent disclosures from August 13 to November 12, 2024, reveal a pattern of position reductions, increases, and exits, highlighting a dynamic investment approach. Key holdings include notable companies such as Alphabet Inc (GOOGL) and ServiceNow, Inc. (NOW), with significant moves including a $35.1M change in Veeva Systems Inc (VEEV). The firm has reported a total of 48 disclosures, showcasing a concentrated strategy in the Consumer Cyclical, Healthcare, and Industrials sectors.

History Trades

CompanyValueActionChangePriceCurrent Price
Ensemble Capital add Unmapped 13F securityPORTFOLIO$97M27.2k sharesAddQ4 2023 13F$14M$3,547.22--
Ensemble Capital add Unmapped 13F securityPORTFOLIO$59M8.5k sharesAddQ4 2023 13F$13M$7,000.45--
Ensemble Capital add Unmapped 13F securityPORTFOLIO$44M372.2k sharesAddQ4 2023 13F$11M$117.21--
Ensemble Capital add Unmapped 13F securityPORTFOLIO$71M344.4k sharesAddQ4 2023 13F$11M$205.75--
Ensemble Capital add Unmapped 13F securityPORTFOLIO$59M25.9k sharesAddQ4 2023 13F$10M$2,286.96--
Ensemble Capital add Unmapped 13F securityPORTFOLIO$87M204.4k sharesAddQ4 2023 13F$8M$426.51--
Ensemble Capital add Unmapped 13F securityPORTFOLIO$51M787.3k sharesAddQ4 2023 13F$8M$64.44--
Ensemble Capital add Unmapped 13F securityPORTFOLIO$31M159k sharesAddQ4 2023 13F$6M$193.65--
Ensemble Capital add Unmapped 13F securityPORTFOLIO$91M651.6k sharesAddQ4 2023 13F$5M$139.69--
Ensemble Capital add Unmapped 13F securityPORTFOLIO$39M598.2k sharesAddQ4 2023 13F$3M$64.77--
Ensemble Capital add Unmapped 13F securityPORTFOLIO$16M75.8k sharesAddQ4 2023 13F$3M$217.11--
Ensemble Capital add Unmapped 13F securityPORTFOLIO$44M370k sharesAddQ4 2023 13F$3M$119.11--
Ensemble Capital add Unmapped 13F securityPORTFOLIO$60M84.7k sharesAddQ4 2023 13F$3M$706.49--
Ensemble Capital add Unmapped 13F securityPORTFOLIO$35M325.3k sharesAddQ4 2023 13F$2M$108.57--
Ensemble Capital trim Unmapped 13F securityPORTFOLIO$48M142.9k sharesTrimQ4 2023 13F$2M$338.43--
Ensemble Capital add Unmapped 13F securityPORTFOLIO$35M252.5k sharesAddQ4 2023 13F$609k$139.24--
Ensemble Capital exit Unmapped 13F securityPORTFOLIO$-540.5KExitQ4 2023 13F$540k----
Ensemble Capital add Unmapped 13F securityPORTFOLIO$18M3.8M sharesAddQ4 2023 13F$516k$4.60--
Ensemble Capital exit Unmapped 13F securityPORTFOLIO$-333.3KExitQ4 2023 13F$333k----
Ensemble Capital add Unmapped 13F securityPORTFOLIO$958k2.2k sharesAddQ4 2023 13F$113k$428.47--
Ensemble Capital add Unmapped 13F securityPORTFOLIO$552k3.2k sharesAddQ4 2023 13F$37k$170.46--
Ensemble Capital add Unmapped 13F securityPORTFOLIO$34.2KAddQ4 2023 13F$34k----
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