Nine Ten Capital Management LLC Portfolio Holdings

Nine Ten Capital Management LLC

  • $350 Million
  • Q4 2024

Nine Ten Capital Management LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $350 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cellebrite Di Ltd. with a value of $79.4M, Iradimed Corp with a value of $49.8M, Magnite, Inc. with a value of $49.6M, Stone X Group Inc. with a value of $38.2M, and Winmark Corp with a value of $33M.

Examining the 13F form we can see an increase of $19.5M in the current position value, from $331M to 350M.

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 $350 Million
Technology: $129 Million
Healthcare: $49.8 Million
Communication Services: $49.6 Million
Industrials: $43 Million
Consumer Cyclical: $40.6 Million
Financial Services: $38.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.63B
$79.4 Million 22.67% of portfolio
3,605,604
Q4 2024 Reduced 16.67%
$707M
$49.8 Million 14.22% of portfolio
905,926
Q3 2024 Added 3.2%
$2.35B
$49.6 Million 14.16% of portfolio
3,115,849
Q4 2024 Added 18.84%
$2.51B
$38.2 Million 10.89% of portfolio
389,491
Q4 2024 Reduced 17.22%
$1.16B
$33 Million 9.41% of portfolio
83,900
Q4 2024 Added 5.53%
$1.54B
$28.9 Million 8.24% of portfolio
1,074,291
Q4 2024 Added 16.97%
$1.94B
$20.8 Million 5.95% of portfolio
158,139
Q4 2024 Reduced 36.61%
$455M
$15.7 Million 4.49% of portfolio
418,166
Q4 2024 Reduced 8.73%
$244M
$13.9 Million 3.97% of portfolio
908,328
Q4 2024 New
$276M
$13.4 Million 3.82% of portfolio
709,852
Q4 2024 Added 302.27%
$1.14B
$7.62 Million 2.17% of portfolio
190,716
Q4 2024 Reduced 20.77%

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $350 Million
  • Prior Value $331 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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