Nine Ten Capital Management

Latest statistics and disclosures from Nine Ten Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MGNI, GPGI, CLBT, AGYS, IRMD, and represent 71.22% of Nine Ten Capital Management's stock portfolio.
  • Added to shares of these 2 stocks: GPGI (+$5.7M), MGNI.
  • Reduced shares in these 5 stocks: SPNS (-$49M), IRMD (-$33M), RHLD (-$7.0M), SNEX, WINA.
  • Sold out of its position in SPNS.
  • Nine Ten Capital Management was a net seller of stock by $-84M.
  • Nine Ten Capital Management has $316M in assets under management (AUM), dropping by -18.60%.
  • Central Index Key (CIK): 0001635236

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Portfolio Holdings for Nine Ten Capital Management

Nine Ten Capital Management holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Magnite Ord (MGNI) 15.4 $49M +5% 3.0M 16.23
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Composecure Com Cl A (GPGI) 14.8 $47M +13% 2.4M 19.28
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Cellebrite Di Ordinary Shares (CLBT) 14.2 $45M 2.5M 18.03
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Agilysys (AGYS) 13.7 $43M 363k 118.84
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Iradimed (IRMD) 13.2 $42M -44% 429k 97.28
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Stonex Group (SNEX) 12.0 $38M -4% 398k 95.13
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Winmark Corporation (WINA) 10.7 $34M 84k 404.94
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Resolute Hldgs Mgmt (RHLD) 6.1 $19M -26% 93k 206.43
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Past Filings by Nine Ten Capital Management

SEC 13F filings are viewable for Nine Ten Capital Management going back to 2015

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