Nine Ten Capital Management LLC
13F Reported Value
ⓘ$314.8M
Holdings
8
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Nine Ten Capital Management LLC disclosed 8 positions worth $314.8M in its Form 13F-HR for Q1 2026, led by $GPGI (GPGI, Inc.) at 15.8% of the equity portfolio, followed by $CLBT and $SNEX. The portfolio is most concentrated in Technology (43.0% of disclosed assets). All figures are sourced directly from Nine Ten Capital Management LLC’s Form 13F-HR filing with the SEC under CIK 1635236.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 11.3#2,795
Quality
$49.7M2,904,544 sh - —
Quality
$47.5M3,443,875 sh - 60.3#865
Quality
$46.8M579,979 sh - 55.8
Quality
$46.5M653,591 sh - 42.6
Quality
$41.4M3,481,283 sh - 65.9
Quality
$35.8M83,671 sh - 68.4
Quality
$32.2M334,488 sh - 63.9
Quality
$15.1M92,980 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 GPGI, Inc.$GPGI | 11.3#2,795 | $49.7M | 2,904,544 |
 Cellebrite DI Ltd.$CLBT | — | $47.5M | 3,443,875 |
 StoneX Group Inc.$SNEX | 60.3#865 | $46.8M | 579,979 |
 AGILYSYS INC$AGYS | 55.8 | $46.5M | 653,591 |
 MAGNITE, INC.$MGNI | 42.6 | $41.4M | 3,481,283 |
 WINMARK CORP$WINA | 65.9 | $35.8M | 83,671 |
 IRADIMED CORP$IRMD | 68.4 | $32.2M | 334,488 |
 Resolute Holdings Management, Inc.$RHLD | 63.9 | $15.1M | 92,980 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Nine Ten Capital Management LLC's 8 positions.
Showing top 8 of 8 holdings.
Sector Allocation
Technology
$135.3M
Financials
$111.5M
Consumer Discretionary
$35.8M
Healthcare
$32.2M
Full Holdings — Nine Ten Capital Management LLC (Q1 2026)
All 8 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GPGI | GPGI, Inc. | $49.7M | 15.8% | +20% | 11.3 |
| 2 | $CLBT | Cellebrite DI Ltd. | $47.5M | 15.1% | +39% | — |
| 3 | $SNEX | StoneX Group Inc. | $46.8M | 14.9% | +46% | 60.3 |
| 4 | $AGYS | AGILYSYS INC | $46.5M | 14.8% | +80% | 55.8 |
| 5 | $MGNI | MAGNITE, INC. | $41.4M | 13.1% | +16% | 42.6 |
| 6 | $WINA | WINMARK CORP | $35.8M | 11.4% | +0% | 65.9 |
| 7 | $IRMD | IRADIMED CORP | $32.2M | 10.2% | -22% | 68.4 |
| 8 | $RHLD | Resolute Holdings Management, Inc. | $15.1M | 4.8% | +0% | 63.9 |
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AI-Powered Hedge Fund Analysis: Nine Ten Capital Management LLC
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