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.
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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.
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
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.