13F Insight
DOSSIER · 13F-HR · Q2 2026

Blacksheep Fund Management Ltd

$310M in tracked AUM across 7 positions as of Q2 2026.

BF
CIK 0001800249 · last filed Jun 30, 2026
Total AUM
$310M
as of Q2 2026
Holdings
7
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Blacksheep Fund Management Ltd filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MA
MASTERCARD INCORPORATED
$79M153K25.5%02
V
VISA INC
$64M187K20.7%03
TDG
TRANSDIGM GROUP INC
$61M46K19.7%04
MSFT
MICROSOFT CORP
$49M130K15.7%05
FWONK
LIBERTY MEDIA CORP DEL
$33M352K10.8%06
TCX
TUCOWS INC
$15M1.1M4.8%07
FWONA
LIBERTY MEDIA CORP DEL
$9M104K2.9%

Filing history

2026Q2Jun 30
$310M▲ 25.2%
7 positionsView →2026Q1Mar 31
$247M▲ 0.5%
8 positionsView →2025Q4Dec 31
$246M—
8 positionsView →2025Q3Sep 30
$0▼ 100.0%
0 positionsLocked2025Q2Jun 30
$71M—
3 positionsLocked2025Q1Mar 31
$0▼ 100.0%
0 positionsLocked2024Q4Dec 31
$55M▼ 49.0%
4 positionsLocked2024Q3Sep 30
$109M▼ 16.5%
4 positionsLocked2024Q2Jun 30
$130M▼ 12.6%
4 positionsLocked2024Q1Mar 31
$149M▼ 41.1%
4 positionsLocked2023Q4Dec 31
$253M▲ 18.4%
6 positionsLocked2023Q3Sep 30
$213M▼ 32.1%
4 positionsLocked
Showing 12 of 27