Filed: 2/10/2026ACC: 0001873435-26-000002
📋 What this filing means
ALFRETON CAPITAL LLP filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $237.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$237.61M
Total AUM (reported)
9.28M
Total Shares
Allocation by class
COM$127.61M53.7%
COM CL A$87.68M36.9%
CL A COM$22.32M9.4%
Portfolio Concentration
Top 3$215.29M90.6%
4–10$22.32M9.4%
Top 3 weight
90.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.28M
Sole
Full voting authority
9.28M
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
SOLEShares250K
TypeSH
Market value$87.68M
36.90%
Sole
250K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares8.80M
TypeSH
Market value$69.96M
29.44%
Sole
8.80M
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares130K
TypeSH
Market value$57.65M
24.26%
Sole
130K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares100K
TypeSH
Market value$22.32M
9.39%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 250K | SH | $87.68M 36.90% | 250K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 8.80M | SH | $69.96M 29.44% | 8.80M | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 130K | SH | $57.65M 24.26% | 130K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 100K | SH | $22.32M 9.39% | 100K | 0.00 | 0.00 |