Alfreton Capital LLP — Q3 2025 13F-HR

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Q3 2025 · 13F-HR

Alfreton Capital LLPholdings as filed

Filed 2025-11-06 · accession 0001873435-25-000011

$231.4M

Reported value

Positions

2025-09-30

Period end

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The Brief · Alfreton Capital LLP · Q3 2025

AI · grounded in 13F

Alfreton Capital LLP established four new positions this quarter, led by a $68.28M investment in V. The fund also initiated stakes in CCC for $63.77M and CACC for $60.70M. A final new position in NET added $38.63M to the portfolio. Total assets under management stand at $231.37M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
92826C839	V	VISA INC	$68.3M	29.5%	200,000	Common	SOLE
12510Q100	CCC	CCC INTELLIGENT SOLUTIONS HL	$63.8M	27.6%	7,000,000	Common	SOLE
225310101	CACC	CREDIT ACCEP CORP MICH	$60.7M	26.2%	130,000	Common	SOLE
18915M107	NET	CLOUDFLARE INC	$38.6M	16.7%	180,000	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.