Blacksheep Fund Management Ltd
- SEC CIK
- 0001800249
- Latest filing
- Aug 25, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 7
- No 13F data for Q4 2020
- Portfolio value
- $484.9M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GDDYGoDaddy Inc. | CL A | 1,574,458 | $122.2M | 25.2% | – | – | History |
| KKRKKR & Co. Inc. | COM | 2,008,219 | $98.1M | 20.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 37,558 | $77.5M | 16.0% | – | – | History |
| SSNCSS&C Technologies Holdings Inc | COM | 1,008,080 | $70.4M | 14.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 17,088 | $52.9M | 10.9% | – | – | History |
| TCXTucows Inc | COM NEW | 603,131 | $46.7M | 9.6% | – | – | History |
| NFLXNetflix Inc | Stock | 32,700 | $17.1M | 3.5% | – | – | History |