Alfreton Capital LLP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Alfreton Capital LLP reported 5 stock positions worth $278.2 million. Its top holding was Credit Acceptance (CACC) at 28.7% of the portfolio, followed by Alphabet Class A (GOOGL, 27.2%) and Visa Class A (V, 20.4%). Compared with Q3 2024, it opened 1 new position and reduced 2. The biggest buy was a new position in Visa Class A (V) and the biggest sale Procore Technologies (PCOR, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- RADLETT, HERTFORDSHIRE, X0
- CIK
- 0001873435
- Portfolio Value
- $278.2M (Q4 2024)
- SEC Filing
- 0001873435-25-000003 ↗ filed Feb 10, 2025
Holdings Value
Holdings 5 stocks · $278.2M
| CACC Credit Acceptance Corp. | 28.68% | 170,000 | $79.8M | No change |
| GOOGL Alphabet Inc. Class A | 27.21% | 400,000 | $75.7M | No change |
| V Visa Inc. Class A | 20.45% | 180,000 | $56.9M | New |
| PCOR Procore Technologies Inc. | 17.50% | 650,000 | $48.7M | Reduce -23.5% |
| CCC CCC Intelligent Solutions Ho | 6.15% | 1,459,831 | $17.1M | Reduce -27.0% |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| V Visa Inc. Class A | New | 20.45% | +20.45 |
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 |