Alfreton Capital LLP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Alfreton Capital LLP reported 5 stock positions worth $242.2 million. Its top holding was Alphabet Class A (GOOGL) at 33.1% of the portfolio, followed by Procore Technologies (PCOR, 23.3%) and Credit Acceptance (CACC, 20.9%). Compared with Q1 2024, it added to 2 and reduced 2. The biggest buy was Procore Technologies (PCOR, shares +143%) and the biggest sale Ferguson Jersey (FERG, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- RADLETT, HERTFORDSHIRE, X0
- CIK
- 0001873435
- Portfolio Value
- $242.2M (Q2 2024)
- SEC Filing
- 0000902664-24-005103 ↗ filed Aug 14, 2024
Holdings Value
Holdings 5 stocks · $242.2M
| GOOGL Alphabet Inc. Class A | 33.10% | 440,000 | $80.1M | Reduce -4.3% |
| PCOR Procore Technologies Inc. | 23.28% | 850,000 | $56.4M | Add +142.9% |
| CACC Credit Acceptance Corp. | 20.86% | 98,128 | $50.5M | Add +22.7% |
| FERG Ferguson Jersey Ltd. | 13.59% | 170,000 | $32.9M | Reduce -33.3% |
| CCC CCC Intelligent Solutions Ho | 9.18% | 2,000,000 | $22.2M | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 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 |