Alfreton Capital LLP

CIK: 0001873435SEC EDGAR →

Portfolio Value

$237.6M

Holdings

4

As of

Q4 2025

New Positions

4

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
V

VISA INC

250,000$87.7M
36.90%
2
CCC

CCC INTELLIGENT SOLUTIONS HL

8,800,000$70.0M
29.44%
3
CACC

CREDIT ACCEP CORP MICH

130,000$57.6M
24.26%
4
VEEV

VEEVA SYS INC

100,000$22.3M
9.39%

Quarterly Changes

Top Buys

VNEW
$87.7M
CCCNEW
$70.0M
CACCNEW
$57.6M
VEEVNEW
$22.3M

Top Sells

No sells this quarter

New Positions (4)

V
$87.7M · 250K shares
CCC
$70.0M · 8.8M shares
CACC
$57.6M · 130K shares
VEEV
$22.3M · 100K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services2$145.3M61.2%
Technology1$70.0M29.4%
Healthcare1$22.3M9.4%