Alfreton Capital LLP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Alfreton Capital LLP reported 5 stock positions worth $308.0 million. Its top holding was Visa Class A (V) at 33.0% of the portfolio, followed by CCC Intelligent Solutions Ho (CCC, 21.0%) and Veeva Systems Class A (VEEV, 17.1%). Compared with Q4 2025, it opened 1 new position, added to 3 and reduced 1. The biggest buy was a new position in S&P Global (SPGI) and the biggest sale Credit Acceptance (CACC, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- RADLETT, HERTFORDSHIRE, X0
- CIK
- 0001873435
- Portfolio Value
- $308.0M (Q1 2026)
- SEC Filing
- 0001873435-26-000006 ↗ filed May 14, 2026
Holdings Value
Holdings 5 stocks · $308.0M
Portfolio Sells Q4 2025 → Q1 2026
| CACC Credit Acceptance Corp. | Reduce -11.5% | 15.81% | −8.45 |
Portfolio Buys Q4 2025 → Q1 2026
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 |