NT
| |
Nine Ten Capital Management LLC13F | |
| Nine Ten Capital Management LLC | |
| Last update 2024-08-14 | 10 Stocks (0 new) |
| Value $260.00 Mil | Turnover 11 % |
| Portfolio Report | |
Nine Ten Capital Management LL... Top Holdings of 2024-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLBT | Cellebrite DI Ltd | 3,923,712 | 46888.000 | +13.04% | 18.050 | +2.08% | 1.910 | +39.21% | +114.43% | 3989.637 | Software | |
IRMD | iRadimed Corp | 877,802 | 38571.000 | +8.46% | 14.850 | +1.16% | 6.930 | +29.93% | +20.85% | 722.069 | Medical Devices & Instruments | |
SNEX | StoneX Group Inc | 442,491 | 33324.000 | -40.57% | 12.830 | -6.46% | 1.390 | +28.55% | +32.41% | 3107.916 | Capital Markets | |
AGYS | Agilysys Inc | 263,460 | 27437.000 | -47.04% | 10.560 | -6.00% | 0.940 | +12.89% | +45.90% | 3458.876 | Software | |
SPNS | Sapiens International Corp NV | 732,227 | 24844.000 | +344.68% | 9.560 | +7.41% | 1.310 | -18.08% | -1.37% | 1564.432 | Software | |
WINA | Winmark Corp | 68,500 | 24155.000 | -8.22% | 9.300 | -0.68% | 1.950 | +15.58% | +0.47% | 1466.617 | Retail - Cyclical | |
MGNI | Magnite Inc | 1,652,793 | 21966.000 | -55.50% | 8.450 | -6.75% | 1.170 | +31.77% | +74.52% | 2293.254 | Media - Diversified | |
FC | Franklin Covey Co | 433,166 | 16460.000 | -13.43% | 6.340 | -0.80% | 3.310 | +4.40% | -8.89% | 514.764 | Education | |
NVEE | NV5 Global Inc | 563,852 | 13105.000 | -18.05% | 5.040 | -0.93% | 0.870 | -0.13% | -15.60% | 1526.795 | Construction | |
XPEL | XPEL Inc | 367,416 | 13065.000 | -20.04% | 5.030 | -1.52% | 1.330 | +3.12% | -16.47% | 1243.591 | Vehicles & Parts |
Nine Ten Capital Management LLC's Historical Top Holdings Breakdowns
Nine Ten Capital Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPNS | Sapiens International Corp NV | 2024-06-30 | Add | +7.41% | 30.04 ($32.62) 34.85 | $28.07 | -13.95% | Add 344.68% | 732,227 | 567,564 | |
MGNI | Magnite Inc | 2024-06-30 | Reduce | -6.75% | 8.46 ($10.93) 13.87 | $16.30 | 49.13% | Reduce -55.5% | 1,652,793 | -2,061,605 | |
SNEX | StoneX Group Inc | 2024-06-30 | Reduce | -6.46% | 64.09 ($71.97) 79.18 | $97.76 | 35.83% | Reduce -40.57% | 442,491 | -302,109 | |
AGYS | Agilysys Inc | 2024-06-30 | Reduce | -6.00% | 79.21 ($89.74) 104.23 | $123.75 | 37.90% | Reduce -47.04% | 263,460 | -233,967 | |
OLO | Olo Inc | 2024-06-30 | Sold Out | -3.11% | 4.32 ($4.73) 5.37 | $6.90 | 45.88% | Sold Out | 0 | -1,861,663 | |
SSTI | SoundThinking Inc | 2024-06-30 | Sold Out | -3.10% | 11.19 ($14.22) 16.38 | $12.08 | -15.05% | Sold Out | 0 | -641,932 | |
CLBT | Cellebrite DI Ltd | 2024-06-30 | Add | +2.08% | 10.38 ($11.17) 12.5 | $18.57 | 66.25% | Add 13.04% | 3,923,712 | 452,514 | |
CCOI | Cogent Communications Holdings Inc | 2024-06-30 | Sold Out | -1.86% | 51.71 ($59.69) 65.99 | $79.04 | 32.42% | Sold Out | 0 | -93,612 | |
XPEL | XPEL Inc | 2024-06-30 | Reduce | -1.52% | 32.07 ($43.1) 59.15 | $44.98 | 4.36% | Reduce -20.04% | 367,416 | -92,095 | |
IRMD | iRadimed Corp | 2024-06-30 | Add | +1.16% | 40.36 ($42.53) 44.7 | $56.98 | 33.96% | Add 8.46% | 877,802 | 68,436 |
Nine Ten Capital Management LLC Total Holding History ($B)
Nine Ten Capital Management LLC's Asset Allocation
Nine Ten Capital Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Nine Ten Capital Management LLC's Hypothetical Growth since 2024-06-30
Nine Ten Capital Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Nine Ten Capital Management LLC's Holdings Heat Map
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Nine Ten Capital Management LLC's Holdings Bubble Chart
Nine Ten Capital Management LLC News
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