Alfreton Capital LLP

RADLETT, HERTFORDSHIRE, X0 · CIK 1873435 · 13F filing filed 2025-08-11

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.

Legal entityALFRETON CAPITAL LLP (GB)

$344.6m reported value +9.4% vs Q1 2025

5positions

100.0%in top 10

0 new 2 added 3 reduced 1 sold out vs Q1 2025

Holdings, Q2 2025

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

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CREDIT ACCEP CORP MICH COM CACC	CACC	186,826	$95.2m27.62%	27.62%	Reduced -3.2k	-3,174 -1.7%
2	CLOUDFLARE INC CL A COM NET	NET	400,000	$78.3m22.73%	22.73%	Reduced -30.0k	-30,000 -7.0%
3	VISA INC COM CL A V	V	200,000	$71.0m20.61%	20.61%	Added +20.0k	+20,000 11.1%
4	CCC INTELLIGENT SOLUTIONS HL COM CCC	CCC	7,000,000	$65.9m19.12%	19.12%	Added +5.5m	+5,544,792 381.0%
5	PROCORE TECHNOLOGIES INC COM PCOR	PCOR	500,000	$34.2m9.93%	9.93%	Reduced -75.0k	-75,000 -13.0%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
ALPHABET INC GOOGL	GOOGL	350,000	$54.1m350.0k shares