§ 13F · FUND PROFILE
Nine Ten Capital Management LLC.
AUM · $321M (13F)Positions · 8Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AGYS | AGILYSYS INC | 656K | $69M | 21.3% | ±0% |
| 2 | MGNI | MAGNITE INC | 3.26M | $62M | 19.3% | −6% |
| 3 | CLBT | CELLEBRITE DI LTD | 4.13M | $60M | 18.7% | +20% |
| 4 | GPGI | GPGI INC | 2.98M | $47M | 14.7% | +3% |
| 5 | WINA | WINMARK CORP | 84K | $35M | 11.0% | ±0% |
| 6 | IRMD | IRADIMED CORP | 257K | $25M | 7.6% | −23% |
| 7 | RHLD | RESOLUTE HLDGS MGMT INC | 93K | $13M | 4.2% | ±0% |
| 8 | SNEX | STONEX GROUP INC | 85K | $10M | 3.1% | −85% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NINE SIGNAL
AC read
Nine Ten Capital Management LLC is a Other fund managing $321 million in assets. The fund runs a focused portfolio of just 8 positions.
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