Nine Ten Capital Management LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Nine Ten Capital Management LLC reported 10 stock positions worth $330.9 million. Its top holding was Cellebrite Di (CLBT) at 22.0% of the portfolio, followed by Iradimed (IRMD, 13.8%) and Stonex (SNEX, 11.6%). Compared with Q2 2024, it added to 8 and reduced 2. The biggest buy was Cellebrite Di (CLBT, shares +10%) and the biggest sale Agilysys (AGYS, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001635236
- Portfolio Value
- $330.9M (Q3 2024)
- SEC Filing
- 0001420506-24-002401 ↗ filed Nov 13, 2024
Holdings Value
Holdings 10 stocks · $330.9M
| CLBT Cellebrite Di Ltd. | 22.02% | 4,326,798 | $72.9M | Add +10.3% |
| IRMD Iradimed Corp. | 13.77% | 905,926 | $45.6M | Add +3.2% |
| SNEX Stonex Group Inc. | 11.64% | 470,491 | $38.5M | Add +6.3% |
| MGNI Magnite Inc. | 10.97% | 2,621,866 | $36.3M | Add +58.6% |
| SPNS Sapiens International Corp. | 10.34% | 918,411 | $34.2M | Add +25.4% |
| WINA Winmark Corp. | 9.20% | 79,500 | $30.4M | Add +16.1% |
| AGYS Agilysys Inc. | 8.22% | 249,460 | $27.2M | Reduce -5.3% |
| FC Franklin Covey Co. | 5.69% | 458,166 | $18.8M | Add +5.8% |
| NVEE NV5 Global Inc. | 4.99% | 176,463 | $16.5M | Add +25.2% |
| XPEL Xpel Inc. | 3.16% | 240,716 | $10.4M | Reduce -34.5% |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| CLBT Cellebrite Di Ltd. | Add +10.3% | 22.02% | +3.97 |
| MGNI Magnite Inc. | Add +58.6% | 10.97% | +2.52 |
| SPNS Sapiens International Corp. | Add +25.4% | 10.34% | +0.78 |
| NVEE NV5 Global Inc. | Add +25.2% | 4.99% | −0.06 |
| WINA Winmark Corp. | Add +16.1% | 9.20% | −0.10 |
| FC Franklin Covey Co. | Add +5.8% | 5.69% | −0.64 |
| IRMD Iradimed Corp. | Add +3.2% | 13.77% | −1.08 |
| SNEX Stonex Group Inc. | Add +6.3% | 11.64% | −1.18 |
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 |