13F HOLDINGS REPORT
Alfreton Capital LLP
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0000902664-23-001572
Total Value
$190.0M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CLOUDFLARE INC | NET | 1,300,000 | $58.8M | 30.93% |
| 2 | FERGUSON PLC NEW | G3421J106 | 350,000 | $44.4M | 23.39% |
| 3 | ALPHABET INC | GOOG | 500,000 | $44.1M | 23.22% |
| 4 | CREDIT ACCEP CORP MICH | 225310101 | 90,000 | $42.7M | 22.47% |