Alfreton Capital LLP — Q3 2023 13F-HR

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Q3 2023 · 13F-HR

Alfreton Capital LLPholdings as filed

Filed 2023-11-14 · accession 0000902664-23-005496

$210.6M

Reported value

Positions

2023-09-30

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
02079K305	GOOGL	ALPHABET INC	$62.8M	29.8%	480,000	Common	SOLE
18915M107	NET	CLOUDFLARE INC	$58.0M	27.5%	920,000	Common	SOLE
G3421J106	FERG1GBX	FERGUSON PLC NEW	$49.3M	23.4%	300,000	Common	SOLE
225310101	CACC	CREDIT ACCEP CORP MICH	$40.5M	19.2%	88,000	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.