Institutional Manager · CIK 0001873435
Alfreton Capital LLP
RADLETT, HERTFORDSHIRE, X0 · File #028-21442
Latest AUM
$237.6M
Positions
4
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | CLOUDFLARE INC | 18915M107 | -180,000 | -$38.6M | $0 |
| NEW | VEEVA SYS INC | VEEV | +100,000 | +$22.3M | $0 |
| ADD | VISA INC | V | +50,000 | +$17.5M | +$1.9M |
| ADD | CCC INTELLIGENT SOLUTIONS HL | CCC | +1,800,000 | +$14.3M | -$8.1M |
| REDUCE | CREDIT ACCEP CORP MICH | 225310101 | 0 | $0 | -$3.1M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20254 pos · $237.6M
- 13F HOLDINGS REPORTQ/E Sep 20254 pos · $231.4M
- 13F HOLDINGS REPORTQ/E Jun 20255 pos · $344.6M
- 13F HOLDINGS REPORTQ/E Mar 20256 pos · $314.9M
- 13F HOLDINGS REPORTQ/E Dec 20245 pos · $278.2M
- 13F HOLDINGS REPORTQ/E Sep 20244 pos · $216.3M
- 13F HOLDINGS REPORTQ/E Jun 20245 pos · $242.2M
- 13F HOLDINGS REPORTQ/E Mar 20245 pos · $221.9M
- 13F HOLDINGS REPORTQ/E Dec 20234 pos · $210.6M
Top 4 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 250,000 | $87.7M | 36.90% |
| 2 | CCC INTELLIGENT SOLUTIONS HL | CCC | 8,800,000 | $70.0M | 29.44% |
| 3 | CREDIT ACCEP CORP MICH | 225310101 | 130,000 | $57.6M | 24.26% |
| 4 | VEEVA SYS INC | VEEV | 100,000 | $22.3M | 9.39% |