Filed: 5/9/2025ACC: 0001873435-25-000005
📋 What this filing means
ALFRETON CAPITAL LLP filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $314.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$314.87M
Total AUM (reported)
3.18M
Total Shares
Allocation by class
COM$149.21M47.4%
COM CL A$63.08M20.0%
CAP STK CL A$54.12M17.2%
CL A COM$48.46M15.4%
Portfolio Concentration
Top 3$215.31M68.4%
4–10$99.56M31.6%
Top 3 weight
68.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.18M
Sole
Full voting authority
3.18M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
CREDIT ACCEP CORP MICH
SOLEShares190K
TypeSH
Market value$98.11M
31.16%
Sole
190K
Shared
0.00
None
0.00
VISA INC
SOLEShares180K
TypeSH
Market value$63.08M
20.03%
Sole
180K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares350K
TypeSH
Market value$54.12M
17.19%
Sole
350K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares430K
TypeSH
Market value$48.46M
15.39%
Sole
430K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares575K
TypeSH
Market value$37.96M
12.06%
Sole
575K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares1.46M
TypeSH
Market value$13.14M
4.17%
Sole
1.46M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDIT ACCEP CORP MICHSOLE | COM | 190K | SH | $98.11M 31.16% | 190K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 180K | SH | $63.08M 20.03% | 180K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 350K | SH | $54.12M 17.19% | 350K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 430K | SH | $48.46M 15.39% | 430K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 575K | SH | $37.96M 12.06% | 575K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 1.46M | SH | $13.14M 4.17% | 1.46M | 0.00 | 0.00 |