Alfreton Capital LLP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Alfreton Capital LLP reported 4 stock positions worth $237.6 million. Its top holding was Visa Class A (V) at 36.9% of the portfolio, followed by CCC Intelligent Solutions Ho (CCC, 29.4%) and Credit Acceptance (CACC, 24.3%). Compared with Q3 2025, it opened 1 new position, sold out of 1 and added to 2. The biggest buy was a new position in Veeva Systems Class A (VEEV) and the biggest sale an exit from Cloudflare Class A (NET).
- Most Recent 13F
- Q2 2026
- Location
- RADLETT, HERTFORDSHIRE, X0
- CIK
- 0001873435
- Portfolio Value
- $237.6M (Q4 2025)
- SEC Filing
- 0001873435-26-000002 ↗ filed Feb 10, 2026
Holdings Value
Holdings 4 stocks · $237.6M
Portfolio Sells Q3 2025 → Q4 2025
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −16.69 |
Portfolio Buys Q3 2025 → Q4 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 |