首页 › 机构 › Ensemble Capital Management, LLC
Ensemble Capital Management, LLC
特别关注No.2479 数据截至 2024Q4| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q4 2024 市值 | Q4 2024 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 家得宝HD |
| 8.32% | 8.32% | $9,817.3万 | 24.2万股 | $9,817.3万 | 24.2万股 | 00.00% | 持仓不变 |
 万事达MA |
| 7.97% | 7.97% | $9,402.1万 | 19.0万股 | $9,402.1万 | 19.0万股 | 00.00% | 持仓不变 |
 BOOKING COMBKNG |
| 7.93% | 7.93% | $9,346.7万 | 2.2万股 | $9,346.7万 | 2.2万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 7.08% | 7.08% | $8,345.5万 | 11.8万股 | $8,345.5万 | 11.8万股 | 00.00% | 持仓不变 |
 BroadridgeBR |
| 6.95% | 6.95% | $8,191.0万 | 38.1万股 | $8,191.0万 | 38.1万股 | 00.00% | 持仓不变 |
| NNVRNVR |
| 6.91% | 6.91% | $8,143.8万 | 8,300股 | $8,143.8万 | 8,300股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 5.83% | 5.83% | $6,874.7万 | 41.5万股 | $6,874.7万 | 41.5万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 5.78% | 5.78% | $6,810.9万 | 29.6万股 | $6,810.9万 | 29.6万股 | 00.00% | 持仓不变 |
 PAYCHEX COMPAYX |
| 4.99% | 4.99% | $5,880.4万 | 43.8万股 | $5,880.4万 | 43.8万股 | 00.00% | 持仓不变 |
 FERRARI COMRACE |
| 4.76% | 4.76% | $5,618.0万 | 12.0万股 | $5,618.0万 | 12.0万股 | 00.00% | 持仓不变 |
 FIRST AMERN FINLFAF |
| 4.52% | 4.52% | $5,325.0万 | 80.7万股 | $5,325.0万 | 80.7万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 4.34% | 4.34% | $5,123.9万 | 5.7万股 | $5,123.9万 | 5.7万股 | 00.00% | 持仓不变 |
 PERIMETER SOLUTIONSPRM |
| 3.93% | 3.93% | $4,629.9万 | 344.2万股 | $4,629.9万 | 344.2万股 | 00.00% | 持仓不变 |
 IDEXIEX |
| 3.91% | 3.91% | $4,615.1万 | 21.5万股 | $4,615.1万 | 21.5万股 | 00.00% | 持仓不变 |
| MMASIMOMASI |
| 3.85% | 3.85% | $4,538.0万 | 34.0万股 | $4,538.0万 | 34.0万股 | 00.00% | 持仓不变 |
 LANDSTAR SYSLSTR |
| 3.69% | 3.69% | $4,354.3万 | 23.1万股 | $4,354.3万 | 23.1万股 | 00.00% | 持仓不变 |
 VeevaVEEV |
| 2.89% | 2.89% | $3,407.4万 | 16.2万股 | $3,407.4万 | 16.2万股 | 00.00% | 持仓不变 |
 ILLUMINAILMN |
| 2.52% | 2.52% | $2,967.6万 | 22.8万股 | $2,967.6万 | 22.8万股 | 00.00% | 持仓不变 |
 耐克NKE |
| 2.09% | 2.09% | $2,466.3万 | 27.9万股 | $2,466.3万 | 27.9万股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 1.57% | 1.57% | $1,845.8万 | 25.8万股 | $1,845.8万 | 25.8万股 | 00.00% | 持仓不变 |
 ChipotleCMG |
| 0.16% | 0.16% | $184.1万 | 3.2万股 | $184.1万 | 3.2万股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.04% | 0.04% | $42.9万 | 4,396股 | $42.9万 | 4,396股 | 00.00% | 持仓不变 |
