本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
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% | 153,430 | Added |
| 2 | V | VISA INC | $64.0M | 20.67% | 186,550 | Added |
| 3 | TDG | TRANSDIGM GROUP INC | $60.9M | 19.69% | 45,754 | Hold |
| 4 | MSFT | MICROSOFT CORP | $48.5M | 15.68% | 130,140 | Hold |
| 5 | FWONK | LIBERTY MEDIA CORP DEL | $33.5M | 10.81% | 351,706 | Hold |
| 6 | TCX | TUCOWS INC | $14.7M | 4.75% | 1.1M | Hold |
| 7 | FWONA | LIBERTY MEDIA CORP DEL | $9.1M | 2.94% | 104,010 | Hold |
| 8 | GRND | GRINDR INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30