Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Blacksheep Fund Management Ltd (CIK 1800249) reported $309.6M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MA ($78.8M, 25.46%), V ($64.0M, 20.67%), TDG ($60.9M, 19.69%), MSFT ($48.5M, 15.68%), FWONK ($33.5M, 10.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | $78.8M | 25.46% | 513 | Trimmed |
| 2 | V | VISA INC | $64.0M | 20.67% | 343 | Trimmed |
| 3 | TDG | TRANSDIGM GROUP INC | $60.9M | 19.69% | 1,332 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $48.5M | 15.68% | 373 | Trimmed |
| 5 | FWONK | LIBERTY MEDIA CORP DEL | $33.5M | 10.81% | 95 | Trimmed |
| 6 | TCX | TUCOWS INC | $14.7M | 4.75% | 13 | Trimmed |
| 7 | FWONA | LIBERTY MEDIA CORP DEL | $9.1M | 2.94% | 87 | Trimmed |
| 8 | GRND | GRINDR INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30