Alfreton Capital LLP
Net buyer this quarter
$399M
6
+$61.9M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 V | $115M | 28.92% | 0.02% | Not reported | Q4 2024 |
 WSE | $85M | 21.34% | Not reported | New | Q2 2026 |
 CACC | $57.3M | 14.38% | 0.87% | -21.7% | Q4 2021 |
 VEEV | $53.2M | 13.36% | 0.18% | Not reported | Q4 2025 |
 CCC | $49M | 12.30% | 1.62% | -11.9% | Q4 2023 |
 SPGI | $38.7M | 9.71% | 0.03% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| V | $102M | 32.97% | 0.02% | +34.4% | Q4 2024 |
| CCC | $64.7M | 20.99% | 1.78% | +22.5% | Q4 2023 |
| VEEV | $52.7M | 17.11% | 0.18% | +200.0% | Q4 2025 |
| CACC | $48.7M | 15.81% | 1.10% | -11.5% | Q4 2021 |
| SPGI | $40.4M | 13.12% | 0.03% | New | Q1 2026 |
| Q4 2025 | |||||
| V | $87.7M | 36.90% | 0.01% | +25.0% | Q4 2024 |
| CCC | $70M | 29.44% | 1.45% | +25.7% | Q4 2023 |
| CACC | $57.6M | 24.26% | 1.22% | Not reported | Q4 2021 |
| VEEV | $22.3M | 9.39% | 0.06% | New | Q4 2025 |
| Q3 2025 | |||||
| V | $68.3M | 29.51% | 0.01% | Not reported | Q4 2024 |
| CCC | $63.8M | 27.56% | 1.08% | Not reported | Q4 2023 |
| CACC | $60.7M | 26.24% | 1.18% | -30.4% | Q4 2021 |
 NET | $38.6M | 16.69% | Not reported | -55.0% | Q1 2022 |