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Blacksheep Fund Management Ltd
特别关注No.9935 数据截至 2026Q2环比变动 Q1 2026
+$6,237.0万+25.2%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 万事达MA |
| 25.46% | 17.72% | $7,880.2万 | 15.3万股 | $4,379.5万 | 8.8万股 | +6.6万股+75.05% | 加仓 |
 VisaV |
| 20.67% | 12.31% | $6,400.3万 | 18.7万股 | $3,043.9万 | 10.1万股 | +8.6万股+85.23% | 加仓 |
 TransDigmTDG |
| 19.69% | 21.45% | $6,094.6万 | 4.6万股 | $5,302.7万 | 4.6万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 15.68% | 19.49% | $4,854.5万 | 13.0万股 | $4,817.4万 | 13.0万股 | 00.00% | 持仓不变 |
 自由媒体FWONK |
| 10.81% | 12.1% | $3,346.1万 | 35.2万股 | $2,990.2万 | 35.2万股 | 00.00% | 持仓不变 |
| TTUCOWS INC COM NEWTCX |
| 4.75% | 7.58% | $1,470.9万 | 109.2万股 | $1,873.8万 | 109.2万股 | 00.00% | 持仓不变 |
 自由媒体FWONA |
| 2.94% | 3.29% | $910.5万 | 10.4万股 | $812.1万 | 10.4万股 | 00.00% | 持仓不变 |
