Alfreton Capital LLP — 13F Holdings & Portfolio
CIK 1873435 · latest 13F-HR filed 2026-05-14
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.
$308.0M
Long-equity book
5
Distinct positions
2026-03-31
Filed 2026-05-14
+1 / −0 / ↑2 / ↓2
vs 2025-12-31
| 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 | $101.6M | 32.97% | 336,000 | SH |
| 2 | CCC INTELLIGENT SOLUTIONS HL | CCC | 12510Q100 | $64.7M | 20.99% | 10,778,074 | SH |
| 3 | VEEVA SYS INC | VEEV | 922475108 | $52.7M | 17.11% | 300,000 | SH |
| 4 | CREDIT ACCEP CORP MICH | CACC | 225310101 | $48.7M | 15.81% | 115,000 | SH |
| 5 | S&P GLOBAL INC | SPGI | 78409V104 | $40.4M | 13.12% | 95,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |