13F HOLDINGS REPORT
Alfreton Capital LLP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000902664-23-003061
Total Value
$213.7M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CLOUDFLARE INC | NET | 1,300,000 | $80.2M | 37.50% |
| 2 | ALPHABET INC | GOOG | 500,000 | $51.9M | 24.27% |
| 3 | FERGUSON PLC NEW | G3421J106 | 324,100 | $43.3M | 20.28% |
| 4 | CREDIT ACCEP CORP MICH | 225310101 | 88,000 | $38.4M | 17.95% |