The Analysis of Blacksheep Fund Management Ltd's Holdings


Currently, Blacksheep Fund Management Ltd holds 8 types of securities in its portfolio with a total value $246.0M. In the most recent quarter, they have increased their positions in MSFT (+84.3K shares, valued at $40.8M), TDG (+20.2K shares, valued at $26.9M), MA (+44.3K shares, valued at $25.3M); initiated new positions in MSFT (+84.3K shares, valued at $40.8M), MA (+44.3K shares, valued at $25.3M), V (+48.3K shares, valued at $16.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TDG TRANSDIGM GROUP INC58.5K shares52.97%2025-12-312026-02-13history
MSFT MICROSOFT CORP84.3K sharesnew addition2025-12-312026-02-13history
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL351.7K shares0.00%2025-12-312026-02-13history
MA MASTERCARD INCORPORATED44.3K sharesnew addition2025-12-312026-02-13history
TCX TUCOWS INC1.1M shares0.00%2025-12-312026-02-13history
V VISA INC48.3K sharesnew addition2025-12-312026-02-13history
GRND GRINDR INC1.2M sharesnew addition2025-12-312026-02-13history
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL104.0K shares0.00%2025-12-312026-02-13history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available