Nine Ten Capital Management LLC holds a concentrated book of 8 stocks worth $314.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Iradimed Corp. Their largest long position is Gpgi Inc at 16% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Nine Ten Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 8 / 8 | $1.9B |
| FMR LLC | 8 / 8 | $943.8M |
| STATE STREET CORP | 8 / 8 | $701.9M |
| GEODE CAPITAL MANAGEMENT, LLC | 8 / 8 | $549.8M |
| MORGAN STANLEY | 8 / 8 | $194.9M |
| NORTHERN TRUST CORP | 8 / 8 | $178.5M |
| UBS Group AG | 8 / 8 | $155.3M |
| GOLDMAN SACHS GROUP INC | 8 / 8 | $141.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Nine Ten Capital Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Gpgi Inc COM CL A | $49.7M | 2.90M | 15.8% | ▲+20% Added · +486K sh | |
| 2 | Cellebrite Di Ltd ORDINARY SHARES | $47.5M | 3.44M | 15.1% | ▲+39% Added · +964K sh | |
| 3 | Stonex Group Inc COM | $46.8M | 580.0K | 14.9% | ▲+46% Added · +182K sh | |
| 4 | Agilysys Inc COM | $46.5M | 653.6K | 14.8% | ▲+80% Added · +290K sh | |
| 5 | Magnite Inc COM | $41.4M | 3.48M | 13.1% | ▲+16% Added · +478K sh | |
| 6 | Winmark Corp COM | $35.8M | 83.7K | 11.4% | —Held | |
| 7 | Iradimed Corp COM | $32.2M | 334.5K | 10.2% | ▼−22% Reduced · −94K sh | |
| 8 | Resolute Hldgs Mgmt Inc COM | $15.1M | 93.0K | 4.8% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1635236/holdings"
Use Arkolith to show Nine Ten Capital Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.