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Nine Ten Capital Management LLC Top Holdings and 13F Report (2025)

About Nine Ten Capital Management LLC

Investment Activity

  • Nine Ten Capital Management LLC has $267.93 million in total holdings as of March 31, 2025.
  • Nine Ten Capital Management LLC owns shares of 11 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 12.98% of the portfolio was purchased this quarter.
  • About 22.28% of the portfolio was sold this quarter.
  • This quarter, Nine Ten Capital Management LLC has purchased 11 new stocks and bought additional shares in 4 stocks.
  • Nine Ten Capital Management LLC sold shares of 5 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Iradimed
$45,763,000
StoneX Group
$39,144,000
Cellebrite DI
$38,841,000
Magnite
$31,204,000

Largest New Holdings this Quarter

76134H101 - RESOLUTE HLDGS MGMT INC
$4,112,000 Holding

Largest Purchases this Quarter

Agilysys
142,100 shares (about $10.31M)
StoneX Group
122,995 shares (about $9.39M)
CompoSecure
821,031 shares (about $8.92M)
RESOLUTE HLDGS MGMT INC
131,196 shares (about $4.11M)
Sapiens International
74,939 shares (about $2.03M)

Largest Sales this Quarter

Cellebrite DI
1,606,570 shares (about $31.22M)
Franklin Covey
303,348 shares (about $8.38M)
NV5 Global
330,000 shares (about $6.36M)
Magnite
381,019 shares (about $4.35M)
Iradimed
33,923 shares (about $1.78M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofNine Ten Capital Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Iradimed Corporation stock logo
IRMD
Iradimed
$45,763,000$1,780,290 -3.7%872,00317.1%Medical
StoneX Group Inc. stock logo
SNEX
StoneX Group
$39,144,000$9,394,435 31.6%512,48614.6%Finance
Cellebrite DI Ltd. stock logo
CLBT
Cellebrite DI
$38,841,000$31,215,470 -44.6%1,999,03414.5%Business Services
Magnite, Inc. stock logo
MGNI
Magnite
$31,204,000$4,347,370 -12.2%2,734,83011.6%Computer and Technology
Sapiens International Co. stock logo
SPNS
Sapiens International
$31,133,000$2,030,121 7.0%1,149,23011.6%Computer and Technology
Winmark Co. stock logo
WINA
Winmark
$26,669,0000.0%83,90010.0%Retail/Wholesale
Agilysys, Inc. stock logo
AGYS
Agilysys
$21,779,000$10,307,774 89.9%300,2398.1%Computer and Technology
CompoSecure, Inc. stock logo
CMPO
CompoSecure
$18,798,000$8,924,544 90.4%1,729,3597.0%Business Services
NV5 Global, Inc. stock logo
NVEE
NV5 Global
$7,320,000$6,359,319 -46.5%379,8522.7%Business Services
RESOLUTE HLDGS MGMT INC
$4,112,000$4,112,000 New Holding131,1961.5%COM
Franklin Covey Co. stock logo
FC
Franklin Covey
$3,171,000$8,377,750 -72.5%114,8181.2%Business Services
XPEL, Inc. stock logo
XPEL
XPEL
$0$7,617,000 -100.0%00.0%Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data