Alfreton Capital LLP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Alfreton Capital LLP reported 6 stock positions worth $398.6 million. Its top holding was Visa Class A (V) at 28.9% of the portfolio, followed by Wise Class A (WSE, 21.3%) and Credit Acceptance (CACC, 14.4%). Compared with Q1 2026, it opened 1 new position and reduced 2. The biggest buy was a new position in Wise Class A (WSE) and the biggest sale CCC Intelligent Solutions Ho (CCC, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- RADLETT, HERTFORDSHIRE, X0
- CIK
- 0001873435
- Portfolio Value
- $398.6M (Q2 2026)
- SEC Filing
- 0001873435-26-000008 ↗ filed Aug 11, 2026
Holdings Value
Holdings 6 stocks · $398.6M
| V Visa Inc. Class A | 28.92% | 336,000 | $115.3M | No change |
| WSE Wise Group PLC Class A | 21.34% | 7,090,000 | $85.0M | New |
| CACC Credit Acceptance Corp. | 14.38% | 90,000 | $57.3M | Reduce -21.7% |
| VEEV Veeva Systems Inc. Class A | 13.36% | 300,000 | $53.2M | No change |
| CCC CCC Intelligent Solutions Ho | 12.30% | 9,500,000 | $49.0M | Reduce -11.9% |
| SPGI S&P Global Inc. | 9.71% | 95,000 | $38.7M | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| WSE Wise Group PLC Class A | New | 21.34% | +21.34 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $398.6M | V, WSE, CACC, VEEV, CCC |
| Q1 2026 | 5 | $308.0M | V, CCC, VEEV, CACC, SPGI |
| Q4 2025 | 4 | $237.6M | V, CCC, CACC, VEEV |
| Q3 2025 | 4 | $231.4M | V, CCC, CACC, NET |
| Q2 2025 | 5 | $344.6M | CACC, NET, V, CCC, PCOR |
| Q1 2025 | 6 | $314.9M | CACC, V, GOOGL, NET, PCOR |
| Q4 2024 | 5 | $278.2M | CACC, GOOGL, V, PCOR, CCC |
| Q3 2024 | 4 | $216.3M | CACC, GOOGL, PCOR, CCC |
| Q2 2024 | 5 | $242.2M | GOOGL, PCOR, CACC, FERG, CCC |
| Q1 2024 | 5 | $221.9M | GOOGL, FERG, CACC, PCOR, CCC |