Filed: 11/6/2025ACC: 0001873435-25-000011
📋 What this filing means
ALFRETON CAPITAL LLP filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $231.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$231.37M
Total AUM (reported)
7.51M
Total Shares
Allocation by class
COM$124.47M53.8%
COM CL A$68.28M29.5%
CL A COM$38.63M16.7%
Portfolio Concentration
Top 3$192.75M83.3%
4–10$38.63M16.7%
Top 3 weight
83.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.51M
Sole
Full voting authority
7.51M
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)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
VISA INC
SOLEShares200K
TypeSH
Market value$68.28M
29.51%
Sole
200K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares7M
TypeSH
Market value$63.77M
27.56%
Sole
7M
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares130K
TypeSH
Market value$60.70M
26.24%
Sole
130K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares180K
TypeSH
Market value$38.63M
16.69%
Sole
180K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 200K | SH | $68.28M 29.51% | 200K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 7M | SH | $63.77M 27.56% | 7M | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 130K | SH | $60.70M 26.24% | 130K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 180K | SH | $38.63M 16.69% | 180K | 0.00 | 0.00 |