Alfreton Capital LLP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Alfreton Capital LLP reported 6 stock positions worth $314.9 million. Its top holding was Credit Acceptance (CACC) at 31.2% of the portfolio, followed by Visa Class A (V, 20.0%) and Alphabet Class A (GOOGL, 17.2%). Compared with Q4 2024, it opened 1 new position, added to 1 and reduced 3. The biggest buy was a new position in Cloudflare Class A (NET) and the biggest sale Alphabet Class A (GOOGL, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- RADLETT, HERTFORDSHIRE, X0
- CIK
- 0001873435
- Portfolio Value
- $314.9M (Q1 2025)
- SEC Filing
- 0001873435-25-000005 ↗ filed May 9, 2025
Holdings Value
Holdings 6 stocks · $314.9M
| CACC Credit Acceptance Corp. | 31.16% | 190,000 | $98.1M | Add +11.8% |
| V Visa Inc. Class A | 20.03% | 180,000 | $63.1M | No change |
| GOOGL Alphabet Inc. Class A | 17.19% | 350,000 | $54.1M | Reduce -12.5% |
| NET Cloudflare Inc. Class A | 15.39% | 430,000 | $48.5M | New |
| PCOR Procore Technologies Inc. | 12.06% | 575,000 | $38.0M | Reduce -11.5% |
| CCC CCC Intelligent Solutions Ho | 4.17% | 1,455,208 | $13.1M | Reduce -0.3% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |