Alfreton Capital LLP reported 5 positions worth $313.54M for the quarter ended Jun 30, 2026, up 1.8% on the prior quarter. It opened 0 new positions, added to 0, trimmed 2 and exited 0. Its largest holding is Visa Inc. at 36.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | V Visa Inc. | Financial Services | 336.0K | $115.28M | 36.77% | 0 | 0.0% | Unchanged | 0.02% |
| 2 | CACC Credit Acceptance Corp | Financial Services | 90.0K | $57.31M | 18.28% | -25.0K | -21.7% | Reduced | 0.86% |
| 3 | VEEV Veeva Systems Inc | Technology | 300.0K | $53.24M | 16.98% | 0 | 0.0% | Unchanged | 0.18% |
| 4 | CCC CCC Intelligent Solutions Holdings Inc. | Technology | 9.50M | $49.02M | 15.63% | -1.28M | -11.9% | Reduced | 1.66% |
| 5 | SPGI S&P Global Inc. | Financial Services | 95.0K | $38.69M | 12.34% | 0 | 0.0% | Unchanged | 0.03% |
Tip. Select a row to see that position’s full history at Alfreton Capital LLP.
As of its Q2 2026 13F filing, Alfreton Capital LLP’s five largest positions were Visa Inc. (V) at 36.8%, Credit Acceptance Corp (CACC) at 18.3%, Veeva Systems Inc (VEEV) at 17.0%, CCC Intelligent Solutions Holdings Inc. (CCC) at 15.6%, S&P Global Inc. (SPGI) at 12.3% of the reported portfolio.
Alfreton Capital LLP reported a 13F portfolio worth $313.54M across 5 positions for Q2 2026. That is up 1.8% from the previous quarter.
Its largest sales by value were Credit Acceptance Corp ($15.92M), CCC Intelligent Solutions Holdings Inc. ($6.59M). It exited 0 positions entirely.
From the Form 13F-HR reports Alfreton Capital LLP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.