Nine Ten Capital Management LLC

CIK 0001635236 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Nine Ten Capital Management LLC reported 8 positions worth $321.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AGYS (21.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$321.3M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	AGYS	AGILYSYS INC	SH	$68.5M	21.32%	655,513	—	—
▸ 2	MGNI	MAGNITE INC	SH	$61.9M	19.26%	3,261,283	—	—
▸ 3	CLBT	CELLEBRITE DI LTD	SH	$60.3M	18.75%	4,126,808	—	—
▸ 4	GPGI	GPGI INC	SH	$47.3M	14.72%	2,984,544	—	—
▸ 5	WINA	WINMARK CORP	SH	$35.4M	11.02%	83,671	—	—
▸ 6	IRMD	IRADIMED CORP	SH	$24.5M	7.63%	256,562	—	—
▸ 7	RHLD	RESOLUTE HLDGS MGMT INC	SH	$13.4M	4.18%	92,980	—	—
▸ 8	SNEX	STONEX GROUP INC	SH	$10.0M	3.12%	84,679	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Nine Ten Capital Management LLC hold as of Q2 2026?

Nine Ten Capital Management LLC reported 8 positions worth $321.3M in its Q2 2026 13F filing. Largest positions: AGYS (21.3%), MGNI (19.3%), CLBT (18.7%), GPGI (14.7%) and WINA (11.0%).

What did Nine Ten Capital Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Nine Ten Capital Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.