Blacksheep Fund Management Ltd
- SEC CIK
- 0001800249
- Latest filing
- Aug 25, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 12, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 7
- 0 vs. Q1 2021
- Portfolio value
- $754.2M
- +$269.3M (+55.5%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GDDYGoDaddy Inc. | CL A | 1,963,813 | $170.8M | 22.6% | +389,355+24.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 56,708 | $138.5M | 18.4% | +19,150+51.0% | Added | History |
| KKRKKR & Co. Inc. | COM | 2,083,229 | $123.4M | 16.4% | +75,010+3.7% | Added | History |
| NFLXNetflix Inc | Stock | 167,600 | $88.5M | 11.7% | +134,900+412.5% | Added | History |
| SSNCSS&C Technologies Holdings Inc | COM | 1,209,430 | $87.2M | 11.6% | +201,350+20.0% | Added | History |
| TCXTucows Inc | COM NEW | 975,533 | $78.4M | 10.4% | +372,402+61.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 19,628 | $67.5M | 9.0% | +2,540+14.9% | Added | History |