Asset Manager
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Nine Ten Capital Management LLC
Market Value
$388M
+15.4%
Holdings
9
-2
New Purchases
0
Added To
2
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 | $220M | 56.7% |
| Small Cap | 4 | $168M | 43.3% |
Portfolio Analytics
Avg Market Cap
$2.9B
Median Market Cap
$2.2B
Avg P/E
36.3
Median P/E
38.6
Avg Dividend Yield
0.01%
Avg Beta
0.93
# Stocks
9
# ETFs / Funds
0
Top Holdings (9 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MGNI | 16.05% | 2,858,583 | $62M | $21.78 | -$7M | — | — | |
| 2 | IRMD | 14.15% | 771,384 | $55M | $71.16 | $3M | -100,619 | -11.5% | |
| 3 | SPNS | 12.74% | 1,149,230 | $49M | $43.00 | $16M | — | — | |
| 4 | CLBT | 11.84% | 2,479,727 | $46M | $18.53 | $12M | +358,193 | +16.9% | |
| 5 | GPGI | 11.39% | 2,123,312 | $44M | $20.82 | $15M | +29,307 | +1.4% | |
| 6 | SNEX | 10.86% | 417,486 | $42M | $100.92 | $2M | -26,500 | -6.0% | |
| 7 | WINA | 10.76% | 83,900 | $42M | $497.77 | $10M | — | — | |
| 8 | AGYS | 9.85% | 363,239 | $38M | $105.25 | -$3M | — | — | |
| 9 | RHLD | 2.36% | 126,777 | $9M | $72.15 | $5M | -4,419 | -3.4% |