Nine Ten Capital Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Nine Ten Capital Management LLC reported 9 stock positions worth $336.1 million. Its top holding was Magnite (MGNI) at 20.5% of the portfolio, followed by Iradimed (IRMD, 15.5%) and Agilysys (AGYS, 12.4%). Compared with Q1 2025, it sold out of 2, added to 4 and reduced 1. The biggest buy was Magnite (MGNI, shares +5%) and the biggest sale an exit from NV5 Global (NVEE).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001635236
- Portfolio Value
- $336.1M (Q2 2025)
- SEC Filing
- 0001420506-25-002047 ↗ filed Aug 14, 2025
Holdings Value
Holdings 9 stocks · $336.1M
| MGNI Magnite Inc. | 20.51% | 2,858,583 | $68.9M | Add +4.5% |
| IRMD Iradimed Corp. | 15.51% | 872,003 | $52.1M | No change |
| AGYS Agilysys Inc. | 12.39% | 363,239 | $41.6M | Add +21.0% |
| SNEX Stonex Group Inc. | 12.04% | 443,986 | $40.5M | Reduce -13.4% |
| CLBT Cellebrite Di Ltd. | 10.10% | 2,121,534 | $33.9M | Add +6.1% |
| SPNS Sapiens International Corp. | 10.00% | 1,149,230 | $33.6M | No change |
| WINA Winmark Corp. | 9.43% | 83,900 | $31.7M | No change |
| GPGI Gpgi Inc. filed as COMPOSECURE INC | 8.78% | 2,094,005 | $29.5M | Add +21.1% |
| RHLD Resolute Holdings Manag | 1.24% | 131,196 | $4.2M | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |