Alfreton Capital LLP

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Alfreton Capital LLP reported 4 stock positions worth $231.4 million. Its top holding was Visa Class A (V) at 29.5% of the portfolio, followed by CCC Intelligent Solutions Ho (CCC, 27.6%) and Credit Acceptance (CACC, 26.2%). Compared with Q2 2025, it sold out of 1 and reduced 2. The biggest sale was an exit from Procore Technologies (PCOR).

Most Recent 13F
Q2 2026
Location
RADLETT, HERTFORDSHIRE, X0
CIK
0001873435
Portfolio Value
$231.4M (Q3 2025)
SEC Filing
0001873435-25-000011 ↗ filed Nov 6, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $221.9M Q1 2024 Q2 2024: $242.2M Q2 2024 Q3 2024: $216.3M Q3 2024 Q4 2024: $278.2M Q4 2024 Q1 2025: $314.9M Q1 2025 Q2 2025: $344.6M Q2 2025 Q3 2025: $231.4M $231.4M Q3 2025 Q4 2025: $237.6M Q4 2025 Q1 2026: $308.0M Q1 2026 Q2 2026: $398.6M Q2 2026

Holdings 4 stocks · $231.4M
V Visa Inc. Class A 29.51% 200,000 $68.3M No change
CCC CCC Intelligent Solutions Ho 27.56% 7,000,000 $63.8M No change
CACC Credit Acceptance Corp. 26.24% 130,000 $60.7M Reduce -30.4%
NET Cloudflare Inc. Class A 16.69% 180,000 $38.6M Reduce -55.0%

Portfolio Sells Q2 2025 → Q3 2025
PCOR Procore Technologies Inc. Sold out 0.00% −9.93
NET Cloudflare Inc. Class A Reduce -55.0% 16.69% −6.04
CACC Credit Acceptance Corp. Reduce -30.4% 26.24% −1.38

Portfolio Buys Q2 2025 → Q3 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$398.6MV, WSE, CACC, VEEV, CCC
Q1 2026 5$308.0MV, CCC, VEEV, CACC, SPGI
Q4 2025 4$237.6MV, CCC, CACC, VEEV
Q3 2025 4$231.4MV, CCC, CACC, NET
Q2 2025 5$344.6MCACC, NET, V, CCC, PCOR
Q1 2025 6$314.9MCACC, V, GOOGL, NET, PCOR
Q4 2024 5$278.2MCACC, GOOGL, V, PCOR, CCC
Q3 2024 4$216.3MCACC, GOOGL, PCOR, CCC
Q2 2024 5$242.2MGOOGL, PCOR, CACC, FERG, CCC
Q1 2024 5$221.9MGOOGL, FERG, CACC, PCOR, CCC