Nine Ten Capital Management LLC Portfolio Holdings

Nine Ten Capital Management LLC

  • $332 Million
  • Q2 2025

Nine Ten Capital Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $332 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Magnite, Inc. with a value of $68.9M, Iradimed Corp with a value of $52.1M, Agilysys Inc with a value of $41.6M, Stone X Group Inc. with a value of $40.5M, and Cellebrite Di Ltd. with a value of $33.9M.

Examining the 13F form we can see an increase of $68.1M in the current position value, from $264M to 332M.

Nine Ten Capital Management LLC is based out at Evanston, IL

Below you can find more details about Nine Ten Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $332 Million
Technology: $109 Million
Communication Services: $68.9 Million
Healthcare: $52.1 Million
Financial Services: $40.5 Million
Consumer Cyclical: $31.7 Million
Industrials: $29.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.96B
$68.9 Million 20.77% of portfolio
2,858,583
Q2 2025 Added 4.53%
$917M
$52.1 Million 15.71% of portfolio
872,003
Q1 2025 Reduced 3.74%
$2.72B
$41.6 Million 12.54% of portfolio
363,239
Q2 2025 Added 20.98%
$1.87B
$40.5 Million 12.19% of portfolio
443,986
Q2 2025 Reduced 13.37%
$2.64B
$33.9 Million 10.23% of portfolio
2,121,534
Q2 2025 Added 6.13%
$1.63B
$33.6 Million 10.13% of portfolio
1,149,230
Q1 2025 Added 6.98%
$1.39B
$31.7 Million 9.54% of portfolio
83,900
Q4 2024 Added 5.53%
$285M
$29.5 Million 8.89% of portfolio
2,094,005
Q2 2025 Added 21.09%
Resolute Hldgs Mgmt Inc
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $332 Million
  • Prior Value $264 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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