Nine Ten Capital Management LLC Portfolio Holdings

Nine Ten Capital Management LLC

  • $264 Million
  • Q1 2025

Nine Ten Capital Management LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $264 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Iradimed Corp with a value of $45.8M, Stone X Group Inc. with a value of $39.1M, Cellebrite Di Ltd. with a value of $38.8M, Magnite, Inc. with a value of $31.2M, and Sapiens International Corp N V with a value of $31.1M.

Examining the 13F form we can see an decrease of $86.5M in the current position value, from $350M to 264M.

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 $264 Million
Technology: $91.8 Million
Healthcare: $45.8 Million
Financial Services: $39.1 Million
Communication Services: $31.2 Million
Industrials: $29.3 Million
Consumer Cyclical: $26.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$642M
$45.8 Million 17.35% of portfolio
872,003
Q1 2025 Reduced 3.74%
$1.73B
$39.1 Million 14.84% of portfolio
512,486
Q1 2025 Added 31.58%
$3.26B
$38.8 Million 14.72% of portfolio
1,999,034
Q1 2025 Reduced 44.56%
$2.04B
$31.2 Million 11.83% of portfolio
2,734,830
Q1 2025 Reduced 12.23%
$1.52B
$31.1 Million 11.8% of portfolio
1,149,230
Q1 2025 Added 6.98%
$1.43B
$26.7 Million 10.11% of portfolio
83,900
Q4 2024 Added 5.53%
$2.55B
$21.8 Million 8.26% of portfolio
300,239
Q1 2025 Added 89.86%
$200M
$18.8 Million 7.13% of portfolio
1,729,359
Q1 2025 Added 90.39%
$344M
$7.32 Million 2.77% of portfolio
379,852
Q1 2025 Reduced 46.49%
$317M
$3.17 Million 1.2% of portfolio
114,818
Q1 2025 Reduced 72.54%
Resolute Hldgs Mgmt Inc
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $264 Million
  • Prior Value $350 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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