Nine Ten Capital Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Nine Ten Capital Management LLC reported 8 stock positions worth $321.3 million. Its top holding was Agilysys (AGYS) at 21.3% of the portfolio, followed by Magnite (MGNI, 19.3%) and Cellebrite Di (CLBT, 18.7%). Compared with Q1 2026, it added to 3 and reduced 3. The biggest buy was Agilysys (AGYS, shares +0%) and the biggest sale Stonex (SNEX, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001635236
- Portfolio Value
- $321.3M (Q2 2026)
- SEC Filing
- 0001420506-26-001694 ↗ filed Aug 14, 2026
Holdings Value
Holdings 8 stocks · $321.3M
| AGYS Agilysys Inc. | 21.32% | 655,513 | $68.5M | Add +0.3% |
| MGNI Magnite Inc. | 19.26% | 3,261,283 | $61.9M | Reduce -6.3% |
| CLBT Cellebrite Di Ltd. | 18.75% | 4,126,808 | $60.3M | Add +19.8% |
| GPGI Gpgi Inc. | 14.72% | 2,984,544 | $47.3M | Add +2.8% |
| WINA Winmark Corp. | 11.02% | 83,671 | $35.4M | No change |
| IRMD Iradimed Corp. | 7.63% | 256,562 | $24.5M | Reduce -23.3% |
| RHLD Resolute Holdings Manag | 4.18% | 92,980 | $13.4M | No change |
| SNEX Stonex Group Inc. | 3.12% | 84,679 | $10.0M | Reduce -85.4% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $321.3M | AGYS, MGNI, CLBT, GPGI, WINA |
| Q1 2026 | 8 | $314.8M | GPGI, CLBT, SNEX, AGYS, MGNI |
| Q4 2025 | 8 | $315.8M | MGNI, GPGI, CLBT, AGYS, IRMD |
| Q3 2025 | 9 | $388.0M | MGNI, IRMD, SPNS, CLBT, GPGI |
| Q2 2025 | 9 | $336.1M | MGNI, IRMD, AGYS, SNEX, CLBT |
| Q1 2025 | 11 | $267.9M | IRMD, SNEX, CLBT, MGNI, SPNS |
| Q4 2024 | 11 | $350.3M | CLBT, IRMD, MGNI, SNEX, WINA |
| Q3 2024 | 10 | $330.9M | CLBT, IRMD, SNEX, MGNI, SPNS |
| Q2 2024 | 10 | $259.8M | CLBT, IRMD, SNEX, AGYS, SPNS |
| Q1 2024 | 13 | $328.4M | SNEX, AGYS, MGNI, CLBT, IRMD |