2026 Q1 Portfolio Activity
In 2026 Q1, Alfreton Capital LLP maintained a portfolio of 5 distinct positions. The most significant new addition was S&P GLOBAL INC, now representing 13.12% of the total fund value. They heavily accumulated shares in VEEVA SYS INC, increasing the position by 200.0%.
Position History
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Total Positions
5
Quarter
2026 Q1
Top Holding
V (33.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Alfreton Capital LLP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
V
VISA INC
|
Financial Services | 32.97% | 36.90% |
#1
Prev: #1
|
8.5 |
—
|
86,000 | 34.4% |
P
S
|
336,000 | $101,552,640 |
$317.56
+1.7%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
CCCS
CCC INTELLIGENT...
|
Unknown | 20.99% | 29.44% |
#2
Prev: #2
|
8.0 |
—
|
1,978,074 | 22.5% |
P
S
|
10,778,074 | $64,668,444 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 17.11% | 9.39% |
#3
1
Prev: #4
|
8.0 |
—
|
200,000 | 200.0% |
P
S
|
300,000 | $52,698,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CACC
CREDIT ACCEP CO...
|
Financial Services | 15.81% | 24.26% |
#4
1
Prev: #3
|
5.0 |
—
|
-15,000 | -11.5% |
P
S
|
115,000 | $48,697,900 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 13.12% | — |
#5
Prev: #—
|
8.0 |
—
|
95,000 | — |
NEW
|
95,000 | $40,407,300 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-5 of 5 holdings