- Ensemble Capital Management, LLC is based in Burlingame, California, midway between Silicon Valley and San Francisco. The firm offers customized portfolio management and philanthropic solutions with unparalleled client service.
- Notable detractors from our performance came from our investments in Illumina, Mastercard, and Nintendo.
- On the more positive side, we saw notable performance contribution from Chipotle, Google, and Netflix.
- Companies like Old Dominion and Landstar, which we profile later in this letter, play a critical role in coordinating thousands of truckers and shippers to move goods efficiently around the country while creating well-paying, reliable jobs for a typically tough industry and lifestyle.
For further details see:
Ensemble Capitals' Quarterly Letter - Q3 2021