Alfreton Capital LLP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Alfreton Capital LLP reported 5 stock positions worth $221.9 million. Its top holding was Alphabet Class A (GOOGL) at 31.3% of the portfolio, followed by Ferguson Jersey (FERG, 25.1%) and Credit Acceptance (CACC, 19.9%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 1 and reduced 3. The biggest buy was a new position in Procore Technologies (PCOR) and the biggest sale an exit from Cloudflare Class A (NET).
- Most Recent 13F
- Q2 2026
- Location
- RADLETT, HERTFORDSHIRE, X0
- CIK
- 0001873435
- Portfolio Value
- $221.9M (Q1 2024)
- SEC Filing
- 0000902664-24-003590 ↗ filed May 15, 2024
Holdings Value
Holdings 5 stocks · $221.9M
| GOOGL Alphabet Inc. Class A | 31.28% | 460,000 | $69.4M | Reduce -2.1% |
| FERG Ferguson Jersey Ltd. | 25.10% | 255,000 | $55.7M | Reduce -1.9% |
| CACC Credit Acceptance Corp. | 19.88% | 80,000 | $44.1M | Reduce -9.1% |
| PCOR Procore Technologies Inc. | 12.96% | 350,000 | $28.8M | New |
| CCC CCC Intelligent Solutions Ho | 10.78% | 2,000,000 | $23.9M | Add +51.0% |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
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 |