Nine Ten Capital Management LLC

CIK

1635236

Location

CHICAGO, IL

Portfolio Value

Small $321,346,127

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,606 / 8,700 ▲ 1045

Top Industry

Software - Application 21.3%

Period ended 2 months ago

Filed Aug 14, 2026 · 29d

26 quarters · since Mar 2020

Portfolio Concentration

8 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

21.3%

+5.5 pts

Top 5

85.1%

+11.5 pts

Top 10

100.0%

0.0 pts

HHI

1,601

Moderately concentrated+256

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.1%	$128,752,504	2
Communication Services	19.3%	$61,899,151	1
Industrials	18.9%	$60,743,421	2
Consumer Cyclical	11.0%	$35,399,526	1
Healthcare	7.6%	$24,517,064	1
Financial Services	3.1%	$10,034,461	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
CLBT	Cellebrite DI Ltd.	+682,933	4,126,808	$60,251,396
GPGI	GPGI, Inc.	+80,000	2,984,544	$47,305,022
AGYS	Agilysys Inc	+1,922	655,513	$68,501,108
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
SNEX	StoneX Group Inc.	−495,300	84,679	$10,034,461
MGNI	Magnite, Inc.	−220,000	3,261,283	$61,899,151
IRMD	Iradimed Corp	−77,926	256,562	$24,517,064
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

8 tracked positions · $321,346,127 total · filing declares 8 positions · $321,345,000 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AGYS	Agilysys Inc Technology	Added	655,513	+1,922	$68,501,108	+47.3%	21.32%
MGNI	Magnite, Inc. Communication Services	Reduced	3,261,283	-220,000	$61,899,151	+49.7%	19.26%
CLBT	Cellebrite DI Ltd. Technology	Added	4,126,808	+682,933	$60,251,396	+27.0%	18.75%
GPGI	GPGI, Inc. Industrials	Added	2,984,544	+80,000	$47,305,022	−4.8%	14.72%
WINA	Winmark Corp Consumer Cyclical	Held	83,671	0	$35,399,526	−1.0%	11.02%
IRMD	Iradimed Corp Healthcare	Reduced	256,562	-77,926	$24,517,064	−23.9%	7.63%
RHLD	Resolute Holdings Management, Inc. Industrials	Held	92,980	0	$13,438,399	−10.9%	4.18%
SNEX	StoneX Group Inc. Financial Services	Reduced	84,679	-495,300	$10,034,461	−78.5%	3.12%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.