Alfreton Capital LLP — 13F Holdings & Portfolio
CIK 1873435 · latest 13F-HR filed 2026-08-11
Alfreton Capital LLP manages $398.6M in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are V (28.92%), WSE (21.34%), CACC (14.38%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 2, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
RADLETT, HERTFORDSHIRE, X0 WD7 7AJ
$398.6M
Long-equity book
6
Distinct positions
2026-06-30
Filed 2026-08-11
+1 / −0 / ↑2 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VISA INC | V | 92826C839 | $115.3M | 28.92% | 336,000 | SH |
| 2 | WISE GROUP PLC | WSE | G9723Y105 | $85.0M | 21.34% | 7,090,000 | SH |
| 3 | CREDIT ACCEP CORP MICH | CACC | 225310101 | $57.3M | 14.38% | 90,000 | SH |
| 4 | VEEVA SYS INC | VEEV | 922475108 | $53.2M | 13.36% | 300,000 | SH |
| 5 | CCC INTELLIGENT SOLUTIONS HL | CCC | 12510Q100 | $49.0M | 12.30% | 9,500,000 | SH |
| 6 | S&P GLOBAL INC | SPGI | 78409V104 | $38.7M | 9.71% | 95,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-11 | $398.6M | 6 | 0001873435-26-000008 |
| 2026-03-31 | 2026-05-14 | $308.0M | 5 | 0001873435-26-000006 |
| 2025-12-31 | 2026-02-10 | $237.6M | 4 | 0001873435-26-000002 |
| 2025-09-30 | 2025-11-06 | $231.4M | 4 | 0001873435-25-000011 |