Blacksheep Fund Management Ltd
CIK: 0001800249SEC EDGAR →
Portfolio Value
$246K
Holdings
8
As of
Q4 2025
New Positions
3
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 84,280 | $40.8M | 16571.39% |
| 2 | LIBERTY MEDIA CORP DEL | 351,706 | $34.6M | 14086.03% |
| 3 | TUCOWS INC | 1,091,985 | $24.5M | 9953.65% |
| 4 | VISA INC | 48,250 | $16.9M | 6879.57% |
| 5 | GRINDR INC | 1,241,080 | $16.8M | 6832.01% |
| 6 | LIBERTY MEDIA CORP DEL | 104,010 | $9.3M | 3779.48% |
| 7 | TRANSDIGM GROUP INC | 58,464 | $78K | 31.61% |
| 8 | MASTERCARD INCORPORATED | 44,320 | $25K | 10.29% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 3 | $82.0M | 57.4% |
| Communication Services | 2 | $43.9M | 30.7% |
| Financial Services | 2 | $16.9M | 11.8% |
| Unknown | 1 | $78K | 0.1% |