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Institutional

Alfreton Capital LLP

CIK 0001873435
$308.0M
Reported AUM
5
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Alfreton Capital LLP · Q1 2026

AI · grounded in 13F

Alfreton Capital LLP established a new position in SPGI valued at $40.4M. The fund also increased its holdings in VEEV by 200% and V by 34.4%. Conversely, the fund trimmed its position in CACC by 11.5%.

Portfolio · Q1 2026

V$101.6MCCC$64.7MVEEV$52.7MCACC$48.7MSPGI$40.4MAL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1VVISA INC$101.6M32.97%+86,000+34.4%
2CCCCCC INTELLIGENT SOLUTIONS HL$64.7M20.99%+1,978,074+22.5%
3VEEVVEEVA SYS INC$52.7M17.11%+200,000+200.0%
4CACCCREDIT ACCEP CORP MICH$48.7M15.81%-15,000-11.5%
5SPGIS&P GLOBAL INC$40.4M13.12%+95,000NEW

Source: SEC EDGAR · accession 0001873435-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.