Filed: 8/11/2025ACC: 0001873435-25-000008
📋 What this filing means
ALFRETON CAPITAL LLP filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $344.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$344.60M
Total AUM (reported)
8.29M
Total Shares
Allocation by class
COM$195.25M56.7%
CL A COM$78.33M22.7%
COM CL A$71.01M20.6%
Portfolio Concentration
Top 3$244.52M71.0%
4–10$100.08M29.0%
Top 3 weight
71.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 8.29M
Sole
Full voting authority
8.29M
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)
Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
CREDIT ACCEP CORP MICH
SOLEShares186.83K
TypeSH
Market value$95.17M
27.62%
Sole
186.83K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares400K
TypeSH
Market value$78.33M
22.73%
Sole
400K
Shared
0.00
None
0.00
VISA INC
SOLEShares200K
TypeSH
Market value$71.01M
20.61%
Sole
200K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares7M
TypeSH
Market value$65.87M
19.12%
Sole
7M
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares500K
TypeSH
Market value$34.21M
9.93%
Sole
500K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDIT ACCEP CORP MICHSOLE | COM | 186.83K | SH | $95.17M 27.62% | 186.83K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 400K | SH | $78.33M 22.73% | 400K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 200K | SH | $71.01M 20.61% | 200K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 7M | SH | $65.87M 19.12% | 7M | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 500K | SH | $34.21M 9.93% | 500K | 0.00 | 0.00 |