Filed: 5/14/2026ACC: 0001873435-26-000006
📋 What this filing means
ALFRETON CAPITAL LLP filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $308.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$308.02M
Total AUM (reported)
11.62M
Total Shares
Allocation by class
COM$153.77M49.9%
COM CL A$101.55M33.0%
CL A COM$52.70M17.1%
Portfolio Concentration
Top 3$218.92M71.1%
4–10$89.11M28.9%
Top 3 weight
71.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 11.62M
Sole
Full voting authority
11.62M
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:
VISA INC
SOLEShares336K
TypeSH
Market value$101.55M
32.97%
Sole
336K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares10.78M
TypeSH
Market value$64.67M
20.99%
Sole
10.78M
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares300K
TypeSH
Market value$52.70M
17.11%
Sole
300K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares115K
TypeSH
Market value$48.70M
15.81%
Sole
115K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares95K
TypeSH
Market value$40.41M
13.12%
Sole
95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 336K | SH | $101.55M 32.97% | 336K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 10.78M | SH | $64.67M 20.99% | 10.78M | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 300K | SH | $52.70M 17.11% | 300K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 115K | SH | $48.70M 15.81% | 115K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 95K | SH | $40.41M 13.12% | 95K | 0.00 | 0.00 |