本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Nine Ten Capital Management LLC (CIK 1635236) reported $321.3M across 8 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AGYS ($68.5M, 21.32%), MGNI ($61.9M, 19.26%), CLBT ($60.3M, 18.75%), GPGI ($47.3M, 14.72%), WINA ($35.4M, 11.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGYS | AGILYSYS INC | $68.5M | 21.32% | 655,513 | Added |
| 2 | MGNI | MAGNITE INC | $61.9M | 19.26% | 3.3M | Trimmed |
| 3 | CLBT | CELLEBRITE DI LTD | $60.3M | 18.75% | 4.1M | Added |
| 4 | GPGI | GPGI INC | $47.3M | 14.72% | 3.0M | Added |
| 5 | WINA | WINMARK CORP | $35.4M | 11.02% | 83,671 | Hold |
| 6 | IRMD | IRADIMED CORP | $24.5M | 7.63% | 256,562 | Trimmed |
| 7 | RHLD | RESOLUTE HLDGS MGMT INC | $13.4M | 4.18% | 92,980 | Hold |
| 8 | SNEX | STONEX GROUP INC | $10.0M | 3.12% | 84,679 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30