Nine Ten Capital Management LLC
Nine Ten Capital Management LLC reported 8 US-listed holdings worth $321.3 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Agilysys Inc. (21.3%), Magnite Inc. (19.3%) and Cellebrite Di Ltd (18.7%). Against the quarter before, it opened 0 positions, added to 3, trimmed 3 and sold out of 0.
The 8 largest of its 8 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +36.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 3
- Cellebrite Di Ltd CLBT+682,933 shares · +20%
- Composecure Inc. GPGI+80,000 shares · +3%
- Agilysys Inc. AGYS+1,922 shares · +0%
Trimmed 3
- StoneX Group Inc. SNEX-495,300 shares · -85%
- Iradimed Corp. IRMD-77,926 shares · -23%
- Magnite Inc. MGNI-220,000 shares · -6%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Agilysys Inc. AGYS | 655.5K | $68.5 million | 21.32% | +1.9K |
| Magnite Inc. MGNI | 3.3M | $61.9 million | 19.26% | -220.0K |
| Cellebrite Di Ltd CLBT | 4.1M | $60.3 million | 18.75% | +682.9K |
| Composecure Inc. GPGI | 3.0M | $47.3 million | 14.72% | +80.0K |
| Winmark Corp. WINA | 83.7K | $35.4 million | 11.02% | no change |
| Iradimed Corp. IRMD | 256.6K | $24.5 million | 7.63% | -77.9K |
| Resolute Holdings Manag RHLD | 93.0K | $13.4 million | 4.18% | no change |
| StoneX Group Inc. SNEX | 84.7K | $10.0 million | 3.12% | -495.3K |