Alfreton Capital LLP

CIK: 0001873435SEC EDGAR →

Portfolio Value

$237.6B

Holdings

4

As of

Q4 2025

New Positions

4

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
V

VISA INC

250,000$87.7B
36.90%
2
CCC

CCC INTELLIGENT SOLUTIONS HL

8,800,000$70.0B
29.44%
3
CACC

CREDIT ACCEP CORP MICH

130,000$57.6B
24.26%
4
VEEV

VEEVA SYS INC

100,000$22.3B
9.39%

Quarterly Changes

Top Buys

VNEW
$87.7B
CCCNEW
$70.0B
CACCNEW
$57.6B
VEEVNEW
$22.3B

Top Sells

No sells this quarter

New Positions (4)

V
$87.7B · 250K shares
CCC
$70.0B · 8.8M shares
CACC
$57.6B · 130K shares
VEEV
$22.3B · 100K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services2$145.3B61.2%
Technology1$70.0B29.4%
Healthcare1$22.3B9.4%