NTCM
Nine Ten Capital Management Portfolio holdings
AUM
$388M
1-Year Est. Return
65.87%
1 Year Est. Return
+65.87%
AUM
$388M
AUM Growth
+$51.9M
(+15%)
Holding
9
Sector Composition
| 1 | Technology | 34.43% |
| 2 | Communication Services | 16.05% |
| 3 | Healthcare | 14.15% |
| 4 | Industrials | 13.75% |
| 5 | Financials | 10.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Magnite
MGNI
$2.07B
| $62.3M | 16.05% |
2,858,583
|
|
||
2
iRadimed
IRMD
$1.17B
| $54.9M | 14.15% |
771,384
-100,619
|
|
||
3
Sapiens International
SPNS
$2.42B
| $49.4M | 12.74% |
1,149,230
|
|
||
4
Cellebrite
CLBT
$4.35B
| $45.9M | 11.84% |
2,479,727
+358,193
|
|
||
5
CompoSecure Inc
CMPO
$2.51B
| $44.2M | 11.39% |
2,123,312
+29,307
|
|
||
6
StoneX
SNEX
$4.63B
| $42.1M | 10.86% |
417,486
-26,500
|
|
||
7
Winmark
WINA
$1.47B
| $41.8M | 10.76% |
83,900
|
|
||
8
Agilysys
AGYS
$3.47B
| $38.2M | 9.85% |
363,239
|
|
||
|
RHLD
9
Resolute Holdings Management
RHLD
$1.54B
| $9.15M | 2.36% |
126,777
-4,419
|
|