Alfreton Capital LLP — Q4 2025 13F-HR

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Q4 2025 · 13F-HR

Alfreton Capital LLPholdings as filed

Filed 2026-02-10 · accession 0001873435-26-000002

$237.6M

Reported value

Positions

2025-12-31

Period end

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The Brief · Alfreton Capital LLP · Q4 2025

AI · grounded in 13F

Alfreton Capital LLP closed its entire position in Cloudflare Inc NET, reducing its exposure by $38.6M. The fund established a new position in Veeva Sys Inc VEEV valued at $22.3M. Additionally, the fund increased its holdings in CCC Intelligent Solutions HL CCC and Visa Inc V by 25.7% and 25% respectively.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
92826C839	V	VISA INC	$87.7M	36.9%	250,000	Common	SOLE
12510Q100	CCC	CCC INTELLIGENT SOLUTIONS HL	$70.0M	29.4%	8,800,000	Common	SOLE
225310101	CACC	CREDIT ACCEP CORP MICH	$57.6M	24.3%	130,000	Common	SOLE
922475108	VEEV	VEEVA SYS INC	$22.3M	9.39%	100,000	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.