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Alfreton Capital LLP 13F holdings, Q1 2026

Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →

Alfreton Capital LLP disclosed 5 US equity positions worth $308.0m in its Q1 2026 13F filing. The largest position was V at 33.0% of the reported book, followed by CCC and VEEV.

· Q2 2026 →

What did Alfreton Capital LLP own in Q1 2026? Top 5 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 V VISA INC Financial Services 33.0%$101.6m336,000
2 CCC CCC INTELLIGENT SOLUTIONS HL Technology 21.0%$64.7m10,778,074
3 VEEV VEEVA SYS INC Healthcare 17.1%$52.7m300,000
4 CACC CREDIT ACCEP CORP MICH Financial Services 15.8%$48.7m115,000
5 SPGI S&P GLOBAL INC Financial Services 13.1%$40.4m95,000

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.