Alfreton Capital LLP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Alfreton Capital LLP reported 5 stock positions worth $344.6 million. Its top holding was Credit Acceptance (CACC) at 27.6% of the portfolio, followed by Cloudflare Class A (NET, 22.7%) and Visa Class A (V, 20.6%). Compared with Q1 2025, it sold out of 1, added to 2 and reduced 3. The biggest buy was CCC Intelligent Solutions Ho (CCC, shares +381%) and the biggest sale an exit from Alphabet Class A (GOOGL).
- Most Recent 13F
- Q2 2026
- Location
- RADLETT, HERTFORDSHIRE, X0
- CIK
- 0001873435
- Portfolio Value
- $344.6M (Q2 2025)
- SEC Filing
- 0001873435-25-000008 ↗ filed Aug 11, 2025
Holdings Value
Holdings 5 stocks · $344.6M
| CACC Credit Acceptance Corp. | 27.62% | 186,826 | $95.2M | Reduce -1.7% |
| NET Cloudflare Inc. Class A | 22.73% | 400,000 | $78.3M | Reduce -7.0% |
| V Visa Inc. Class A | 20.61% | 200,000 | $71.0M | Add +11.1% |
| CCC CCC Intelligent Solutions Ho | 19.12% | 7,000,000 | $65.9M | Add +381.0% |
| PCOR Procore Technologies Inc. | 9.93% | 500,000 | $34.2M | Reduce -13.0% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 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 |