13F HOLDINGS REPORT
Alfreton Capital LLP
Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001873435-25-000008
Total Value
$344.6M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 186,826 | $95.2M | 27.62% |
| 2 | CLOUDFLARE INC | NET | 400,000 | $78.3M | 22.73% |
| 3 | VISA INC | V | 200,000 | $71.0M | 20.61% |
| 4 | CCC INTELLIGENT SOLUTIONS HL | CCC | 7,000,000 | $65.9M | 19.12% |
| 5 | PROCORE TECHNOLOGIES INC | PCOR | 500,000 | $34.2M | 9.93% |