DOSSIER · 13F-HR · Q1 2026

Nine Ten Capital Management LLC

Nine Ten's family office based in Chicago, IL $315M in tracked AUM across 8 positions as of Q1 2026.

NT
Nine Ten·Chicago, IL·Family Office
CIK 0001635236 · last filed Mar 31, 2026
Total AUM
$315M
11.7%
vs prior
Holdings
8
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Nine Ten Capital Management LLC manages a highly concentrated portfolio characterized by a "high conviction" strategy. As of the report date September 30, 2025, the firm’s total assets under management (AUM) stood at approximately $304.10 million, representing a decrease of 9.5% from the previous quarter's $336.12 million. This decline in portfolio value is likely a combination of market performance and the reduction of exposure through position exits.

The portfolio exhi...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CMPO
GPGI INC
$50M2.9M15.8%
02
M2197Q107
CELLEBRITE DI LTD
$47M3.4M15.1%
03
SNEX
STONEX GROUP INC
$47M580K14.9%
04
AGYS
AGILYSYS INC
$46M654K14.8%
05
MGNI
MAGNITE INC
$41M3.5M13.1%
06
WINA
WINMARK CORP
$36M84K11.4%
07
IRMD
IRADIMED CORP
$32M334K10.2%
08
RHLD
RESOLUTE HLDGS MGMT INC
$15M93K4.8%

Filing history

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