13F HOLDINGS REPORT
Alfreton Capital LLP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000902664-23-005496
Total Value
$210.6M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 480,000 | $62.8M | 29.82% |
| 2 | CLOUDFLARE INC | NET | 920,000 | $58.0M | 27.53% |
| 3 | FERGUSON PLC NEW | G3421J106 | 300,000 | $49.3M | 23.42% |
| 4 | CREDIT ACCEP CORP MICH | 225310101 | 88,000 | $40.5M | 19.22% |