13F HOLDINGS REPORT
Alfreton Capital LLP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000902664-23-004404
Total Value
$212.5M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CLOUDFLARE INC | NET | 950,000 | $62.1M | 29.23% |
| 2 | ALPHABET INC | GOOG | 480,000 | $57.5M | 27.04% |
| 3 | FERGUSON PLC NEW | G3421J106 | 300,000 | $47.2M | 22.21% |
| 4 | CREDIT ACCEP CORP MICH | 225310101 | 90,000 | $45.7M | 21.52% |