Blacksheep Fund Management Ltd
Blacksheep Fund Management Ltd reported 7 holdings worth US$310M as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Aug 25, 2026
Blacksheep Fund Management Ltd reported 7 holdings worth US$310M as of Jun 30, 2026. Largest: Mastercard Incorporated, Visa Inc. and Transdigm Group Inc. Filed Aug 25, 2026 (Form 13F/A).
- Holdings
- 7
- Value as reported
- US$310M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Mastercard Incorporated | 153K | US$78.8M | 25.5% |
| Visa Inc. | 187K | US$64M | 20.7% |
| Transdigm Group Inc. | 45,754 | US$60.9M | 19.7% |
| Microsoft Corp. | 130K | US$48.5M | 15.7% |
| Liberty Media Corporation - Series A Liberty Formula One | 447K | US$42.6M | 13.8% |
| Tucows Inc. | 1.09M | US$14.7M | 4.8% |
| Grindr Inc. | 0 | US$0 | 0.00% |