Nine Ten Capital Management LLC
Hedge Fund • Long/Short
Nine Ten Capital Management LLC is a Long/Short Hedge Fund based in Chicago, IL led by Russell Chad Mollen, reporting $445.4M in AUM as of Q3 2025 with 34% Technology concentration, with only 9 positions, and 16% allocation to MGNI.
PresidentRussell Chad Mollen
- Portfolio Value
- $388.0M
- Positions
- 9
- Top Holding
- MGNI at 16.05%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Nine Ten Capital Management LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Advertising Agencies Communication Services | $62.3M | 16.05% | — | 2.01% 2.9M shares | |
Medical - Devices Healthcare | $54.9M | 14.15% | -$7.2M Sold | 6.06% 771.4K shares | |
Software - Application Technology | $49.4M | 12.74% | — | 2.06% 1.1M shares | |
Software - Infrastructure Technology | $45.9M | 11.84% | +$6.6M Bought | 1.01% 2.5M shares | |
Manufacturing - Metal Fabrication Industrials | $44.2M | 11.39% | +$610.2K Bought | 2.07% 2.1M shares | |
Financial - Capital Markets Financial Services | $42.1M | 10.86% | -$2.7M Sold | 0.80% 417.5K shares | |
Specialty Retail Consumer Cyclical | $41.8M | 10.76% | — | 2.36% 83.9K shares | |
Software - Application Technology | $38.2M | 9.85% | — | 1.30% 363.2K shares | |
Unknown Unknown | $9.1M | 2.36% | -$318.8K Sold | 1.49% 126.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Nine Ten Capital Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+16.88% | |
+1.4% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-11.54% | |
-5.97% | |
-3.37% |
Analytics
Portfolio insights and performance metrics for Nine Ten Capital Management LLC
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