Alfreton Capital LLP
Follow13F filer, CIK 1873435, RADLETT, HERTFORDSHIRE, United Kingdom
Alfreton Capital LLP reported $314,872,028 across 6 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-09.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001873435-25-000005
- Period
- 2025-03-31
- Reported value
- $315M
- Holdings
- 6
- Top 10 weight
- 100%
- New
- 1
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NETnew | +430,000 | $48.5M |
| CACCadded | +20,000 | $10.3M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GOOGLreduced | -50,000 | -$7.73M |
| PCORreduced | -75,000 | -$4.95M |
| CCCreduced | -4,623 | -$41.7K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2025
Share positions as resolved from 13F-HR 0001873435-25-000005, largest first. % of portfolio is the value over $314,872,028, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| CACCCREDIT ACCEP CORP MICH | 190,000 | $98.1M | 31.16% | +20,000 | Timeline | ||
| VVISA INC | 180,000 | $63.1M | 20.03% | 0 | Timeline | ||
| GOOGLALPHABET INC | 350,000 | $54.1M | 17.19% | -50,000 | Timeline | ||
| NETCLOUDFLARE INC | 430,000 | $48.5M | 15.39% | new | Timeline | ||
| PCORPROCORE TECHNOLOGIES INC | 575,000 | $38M | 12.06% | -75,000 | Timeline | ||
| CCCCCC INTELLIGENT SOLUTIONS HL | 1,455,208 | $13.1M | 4.17% | -4,623 | Timeline |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001873435-25-000005 | base | 2025-05-09 | acceptance time not in the bulk data set |