Nine Ten Capital Management LLC
โขCIK: 1635236โขFiling: Q4 2025
**Nine Ten Capital Management LLC** manages $316M across a concentrated portfolio of eight positions. The fund exhibits significant conviction in its top holdings, with MGNI representing the largest allocation at $48.7M. Key concentrations include GPGI ($46.6M), BACRP ($44.7M), and AGYS ($43.2M), suggesting a focused, high-conviction investment mandate. This structure indicates a tactical approach targeting specific market opportunities across its core holdings.
Total AUM
$315.8M
QoQ Performance
-18.6%
Positions
8
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
MGNI
GPGI
CLBT
AGYS
IRMD
SNEX
WINA
RHLD
MGNI15.4%
GPGI14.8%
CLBT14.2%
AGYS13.7%
IRMD13.2%
SNEX12.0%
WINA10.7%
RHLD6.1%
๐ Biggest Sells
Sector Breakdown
Other100.0%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
โ2 increased
โ4 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023