Alfreton Capital LLP
CIK
1873435
Location
RADLETT, HERTFORDSHIRE, X0
Portfolio Value
Small
$397,977,438
Diversification
Moderately concentrated
Filing Date
Global Rank
#4,423
/ 8,794
▲ 5
· as of Jun 2026
Top Industry
Credit Services
43.4%
Period ended 3 months ago
Filed Aug 11, 2026 · 55d
19 quarters · since Dec 2021
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
6 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
29.0%
−4.0 pts
Top 5
90.3%
−9.7 pts
Top 10
100.0%
0.0 pts
HHI
1,922
Moderately concentrated−321
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 53.1% | $211,274,538 |
| Technology | 33.5% | $133,461,900 |
| Healthcare | 13.4% | $53,241,000 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WSE | Wise Group plc | 7,090,000 | $84,441,900 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
6 tracked positions ·
$397,977,438 total
· filing declares
6 positions · $398,574,505
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| V |
Visa Inc.
Financial Services
|
Held | 336,000 | $115,278,240 | 28.97% | |
| WSE |
Wise Group plc
Technology
|
NEW | 7,090,000 | $84,441,900 | 21.22% | |
| CACC |
Credit Acceptance Corp
Financial Services
|
Reduced | 90,000 | $57,306,600 | 14.40% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
Held | 300,000 | $53,241,000 | 13.38% | |
| CCC |
CCC Intelligent Solutions Holdings Inc.
Technology
|
Reduced | 9,500,000 | $49,020,000 | 12.32% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 95,000 | $38,689,698 | 9.72% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.