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Alfreton Capital LLP

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13F filer, CIK 1873435, RADLETT, HERTFORDSHIRE, United Kingdom

Alfreton Capital LLP reported $237,610,300 across 4 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-10.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001873435-26-000002

Period
2025-12-31
Reported value
$238M
Holdings
4
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEEVnew+100,000$22.3M
Vadded+50,000$17.5M
CCCadded+1,800,000$14.3M

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

SecurityShares changeApprox. value
NETexited-180,000-$38.6M

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, Q4 2025

Share positions as resolved from 13F-HR 0001873435-26-000002, largest first. % of portfolio is the value over $237,610,300, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180,000 shares; 2025Q1: 180,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 250,000 shares 250,000$87.7M36.9%+50,000Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000,000 shares; 2024Q4: 1,459,831 shares; 2025Q1: 1,455,208 shares; 2025Q2: 7,000,000 shares; 2025Q3: 7,000,000 shares; 2025Q4: 8,800,000 shares 8,800,000$70M29.44%+1,800,000Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,000 shares; 2024Q4: 170,000 shares; 2025Q1: 190,000 shares; 2025Q2: 186,826 shares; 2025Q3: 130,000 shares; 2025Q4: 130,000 shares 130,000$57.6M24.26%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,000 shares 100,000$22.3M9.39%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NETCLOUDFLARE INC180,000$38.6Mshares

How Q4 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001873435-26-000002 base2026-02-10acceptance time not in the bulk data set