Nine Ten Capital Management LLC
13F Reported Value
ⓘ$321.3M
Holdings
8
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Nine Ten Capital Management LLC disclosed 8 positions worth $321.3M in its Form 13F-HR for Q2 2026, led by $AGYS (AGILYSYS INC) at 21.3% of the equity portfolio, followed by $MGNI and $CLBT. The portfolio is most concentrated in Technology (59.3% 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 — Q2 2026
Click any card to unlockTop Holdings
- 63.4#631
Quality
$68.5M655,513 sh - 66.1#445
Quality
$61.9M3,261,283 sh - —
Quality
$60.3M4,126,808 sh - 9.1
Quality
$47.3M2,984,544 sh - 54.8
Quality
$35.4M83,671 sh - 63.5
Quality
$24.5M256,562 sh - 59.5
Quality
$13.4M92,980 sh - 68.9
Quality
$10.0M84,679 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 AGILYSYS INC$AGYS | 63.4#631 | $68.5M | 655,513 |
 MAGNITE, INC.$MGNI | 66.1#445 | $61.9M | 3,261,283 |
 Cellebrite DI Ltd.$CLBT | — | $60.3M | 4,126,808 |
 GPGI, Inc.$GPGI | 9.1 | $47.3M | 2,984,544 |
 WINMARK CORP$WINA | 54.8 | $35.4M | 83,671 |
 IRADIMED CORP$IRMD | 63.5 | $24.5M | 256,562 |
 Resolute Holdings Management, Inc.$RHLD | 59.5 | $13.4M | 92,980 |
 StoneX Group Inc.$SNEX | 68.9 | $10.0M | 84,679 |
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
$190.7M
Financials
$70.8M
Consumer Discretionary
$35.4M
Healthcare
$24.5M
Full Holdings — Nine Ten Capital Management LLC (Q2 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 | $AGYS | AGILYSYS INC | $68.5M | 21.3% | +0% | 63.4 |
| 2 | $MGNI | MAGNITE, INC. | $61.9M | 19.3% | -6% | 66.1 |
| 3 | $CLBT | Cellebrite DI Ltd. | $60.3M | 18.8% | +20% | — |
| 4 | $GPGI | GPGI, Inc. | $47.3M | 14.7% | +3% | 9.1 |
| 5 | $WINA | WINMARK CORP | $35.4M | 11.0% | +0% | 54.8 |
| 6 | $IRMD | IRADIMED CORP | $24.5M | 7.6% | -23% | 63.5 |
| 7 | $RHLD | Resolute Holdings Management, Inc. | $13.4M | 4.2% | +0% | 59.5 |
| 8 | $SNEX | StoneX Group Inc. | $10.0M | 3.1% | -85% | 68.9 |
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