Nine Ten Capital Management LLC — 13F Holdings

2026 Q2  ·  8 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Nine Ten Capital Management LLC maintained a portfolio of 8 distinct positions. They heavily accumulated shares in CELLEBRITE DI LTD, increasing the position by 19.8%. The fund also reduced its exposure to STONEX GROUP INC by 85.4%.
Position History hover any row below to update
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Nine Ten Capital Management LLC New York, NY Hedge Fund AUM $321M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q2
Top Holding
AGYS (21.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AGYS
AGILYSYS INC
Technology 21.32% 14.77% #1 3
Prev: #4
6.5
—
1,922 0.3%
P
S
655,513 $68,501,000 2019 Q4 13F Filing 2026-06-30 2026-08-14
MGNI
MAGNITE INC
Communication Services 19.26% 13.14% #2 3
Prev: #5
6.0
—
-220,000 -6.3%
P
S
3,261,283 $61,899,000 2020 Q2 13F Filing 2026-06-30 2026-08-14
CLBT
CELLEBRITE DI L...
Technology 18.75% 15.07% #3 1
Prev: #2
7.0
—
682,933 19.8%
P
S
4,126,808 $60,251,000 2023 Q2 13F Filing 2026-06-30 2026-08-14
CMPO
GPGI INC
Unknown 14.72% 15.78% #4 3
Prev: #1
5.0
—
80,000 2.8%
P
S
2,984,544 $47,305,000 2024 Q4 13F Filing 2026-06-30 2026-08-14
WINA
WINMARK CORP
Consumer Cyclical 11.02% 11.36% #5 1
Prev: #6
5.5
—
no change no change
P
S
83,671 $35,400,000 2015 Q1 13F Filing 2026-06-30 2026-08-14
IRMD
IRADIMED CORP
Healthcare 7.63% 10.23% #6 1
Prev: #7
3.1
—
-77,926 -23.3%
P
S
256,562 $24,517,000 2019 Q3 13F Filing 2026-06-30 2026-08-14
RHLD
RESOLUTE HLDGS ...
Industrials 4.18% 4.79% #7 1
Prev: #8
2.7
—
no change no change
P
S
92,980 $13,438,000 2025 Q1 13F Filing 2026-06-30 2026-08-14
SNEX
STONEX GROUP IN...
Financial Services 3.12% 14.86% #8 5
Prev: #3
1.2
—
-495,300 -85.4%
P
S
84,679 $10,034,000 2020 Q2 13F Filing 2026-06-30 2026-08-14
Showing 1-8 of 8 holdings

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