Institutional
Alfreton Capital LLP
CIK 0001873435
$308.0M
Reported AUM
5
Positions
Q1 2026
Period
2026-05-14
Filed
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | V | VISA INC | $327.24 | -0.95% | -2.58% | 37.87% | $101.6M | 32.97% | +86,000 | +34.4% |
| 2 | CCC | CCC INTELLIGENT SOLUTIONS HL | $4.39 | -6.79% | -52.78% | -52.38% | $64.7M | 20.99% | +1,978,074 | +22.5% |
| 3 | VEEV | VEEVA SYS INC | $154.85 | -5.22% | -45.27% | -53.92% | $52.7M | 17.11% | +200,000 | +200.0% |
| 4 | CACC | CREDIT ACCEP CORP MICH | $563.32 | -1.88% | 15.43% | 19.59% | $48.7M | 15.81% | −15,000 | −11.5% |
| 5 | SPGI | S&P GLOBAL INC | $418.02 | -3.52% | -18.37% | -0.72% | $40.4M | 13.12% | +95,000 | NEW |
Source: SEC EDGAR · accession 0001873435-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.