Vault-13

Alfreton Capital LLP

RADLETT, HERTFORDSHIRE, X0 · CIK 1873435 · 13F filing filed 2023-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

As an employer

In the UK

CompanyTownStaffPay gap reportFCA register
ALFRETON CAPITAL LLP Limited Liability PartnershipFCA: Authorised · manages AIFs Radlett Authorisedmanages AIFs

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$212.5m reported value -0.6% vs Q1 2023
4positions
100.0%in top 10
0 new 1 added 3 reduced 0 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 CLOUDFLARE INC CL A COM NET NET 950,000 $62.1m29.23% 29.23% ReducedShares held: Q3 2022 1.3m, Q4 2022 1.3m, Q1 2023 1.3m, Q2 2023 950.0k -350.0k -350,000 -26.9%
2 ALPHABET INC CAP STK CL A GOOGL GOOGL 480,000 $57.5m27.04% 27.04% ReducedShares held: Q3 2022 500.0k, Q4 2022 500.0k, Q1 2023 500.0k, Q2 2023 480.0k -20.0k -20,000 -4.0%
3 FERGUSON PLC NEW SHS FERG1GBX FERG1GBX 300,000 $47.2m22.21% 22.21% ReducedShares held: Q3 2022 375.0k, Q4 2022 350.0k, Q1 2023 324.1k, Q2 2023 300.0k -24.1k -24,100 -7.4%
4 CREDIT ACCEP CORP MICH COM CACC CACC 90,000 $45.7m21.52% 21.52% AddedShares held: Q3 2022 0, Q4 2022 90.0k, Q1 2023 88.0k, Q2 2023 90.0k +2.0k +2,000 2.3%