13F Insight
DOSSIER · 13F-HR · Q1 2026

Blacksheep Fund Management Ltd

Blacksheep Fund's holding co. based in Chicago, IL — $247M in tracked AUM across 8 positions as of Q1 2026.

BF
Blacksheep Fund·Chicago, IL·Holding Co.
CIK 0001800249 · last filed Mar 31, 2026
Total AUM
$247M
▲ 17.9%
vs prior
Holdings
8
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
Top sector
Financials
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Blacksheep Fund Management Ltd filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
TDG
TRANSDIGM GROUP INC
$53M46K21.5%
02
MSFT
MICROSOFT CORP
$48M130K19.5%
03
MA
MASTERCARD INCORPORATED
$44M88K17.7%
04
V
VISA INC
$30M101K12.3%
05
FWONK
LIBERTY MEDIA CORP DEL
$30M352K12.1%
06
TCX
TUCOWS INC
$19M1.1M7.6%
07
GRND
GRINDR INC
$15M1.2M6.1%
08
FWONA
LIBERTY MEDIA CORP DEL
$8M104K3.3%

Filing history

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