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

Blacksheep Fund Management Ltd

$247M in tracked AUM across 8 positions as of Q1 2026.

BF
CIK 0001800249 · last filed Mar 31, 2026
Total AUM
$247M
as of Q1 2026
Holdings
8
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$247M▲ 0.5%
8 positionsView →2025Q4Dec 31
$246M—
8 positionsView →2025Q3Sep 30
$0▼ 100.0%
0 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$314M▼ 11.7%
4 positionsLocked
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