Alfreton Capital Llp Portfolio Stock Holdings
Alfreton Capital Llp disclosed 5 stock positions valued at approximately $308.0 million in its latest SEC 13F filing. The largest holdings include VISA INC, CCC INTELLIGENT SOLUTIONS HL, and VEEVA SYS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 5
- Portfolio Value
- $308.0M
Holdings by Sector
Alfreton Capital Llp Portfolio Holdings in Q1 2026
5 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VISA INC | V | Financial Services | 32.97% | 336,000 | +86,000 | +34.40% | $101,552,640 |
| CCC INTELLIGENT SOLUTIONS HL | CCCS | Technology | 20.99% | 10,778,074 | +1,978,074 | +22.48% | $64,668,444 |
| VEEVA SYS INC | VEEV | Healthcare | 17.11% | 300,000 | +200,000 | +200.00% | $52,698,000 |
| CREDIT ACCEP CORP MICH | CACC | Financial Services | 15.81% | 115,000 | -15,000 | -11.54% | $48,697,900 |
| S&P GLOBAL INC | SPGI | Financial Services | 13.12% | 95,000 | +95,000 | +100.00% | $40,407,300 |