Asset Manager
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Nine Ten Capital Management LLC
Market Value
$321M
+2.1%
Holdings
8
New Purchases
0
Added To
3
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 5 | $248M | 77.2% |
| Small Cap | 3 | $73M | 22.8% |
Portfolio Analytics
Avg Market Cap
$3.0B
Median Market Cap
$2.8B
Avg P/E
32.6
Median P/E
26.1
Avg Dividend Yield
0.01%
Avg Beta
0.88
# Stocks
8
# ETFs / Funds
0
Top Holdings (8 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AGYS | 21.32% | 655,513 | $69M | $104.50 | $22M | +1,922 | +0.3% | |
| 2 | MGNI | 19.26% | 3,261,283 | $62M | $18.98 | $21M | -220,000 | -6.3% | |
| 3 | CLBT | 18.75% | 4,126,808 | $60M | $14.60 | $13M | +682,933 | +19.8% | |
| 4 | GPGI | 14.72% | 2,984,544 | $47M | $15.85 | -$2M | +80,000 | +2.8% | |
| 5 | WINA | 11.02% | 83,671 | $35M | $423.09 | -$374K | — | — | |
| 6 | IRMD | 7.63% | 256,562 | $25M | $95.56 | -$8M | -77,926 | -23.3% | |
| 7 | RHLD | 4.18% | 92,980 | $13M | $144.53 | -$2M | — | — | |
| 8 | SNEX | 3.12% | 84,679 | $10M | $118.49 | -$37M | -495,300 | -85.4% |