Alfreton Capital LLP — Q2 2023 13F-HR

← Alfreton Capital LLP

Q2 2023 · 13F-HR

Alfreton Capital LLPholdings as filed

Filed 2023-08-14 · accession 0000902664-23-004404

$212.5M

Reported value

Positions

2023-06-30

Period end

View analyzed profile →PRO

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
18915M107	NET	CLOUDFLARE INC	$62.1M	29.2%	950,000	Common	SOLE
02079K305	GOOGL	ALPHABET INC	$57.5M	27.0%	480,000	Common	SOLE
G3421J106	FERG1GBX	FERGUSON PLC NEW	$47.2M	22.2%	300,000	Common	SOLE
225310101	CACC	CREDIT ACCEP CORP MICH	$45.7M	21.5%	90,000	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.