Alfreton Capital LLP portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 11, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Alfreton Capital LLP reported a $399M portfolio of 6 positions to the SEC as of the end of Q2 2026. Its largest positions are V, WSE, CACC.
Sections with a free account
What changed this quarter
2 positions with a change (2 trimmed); also, 1 entered through an IPO. 2 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedWise GroupWSE21.3% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Credit Acceptance−22%fewer sharesReduced15.8% → 14.4%
- CCC Intelligent Solutions Holdings−12%fewer sharesReduced21.0% → 12.3%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- VisaV28.9%
- Wise GroupWSE21.3%
- Credit AcceptanceCACC14.4%
- Veeva SystemsVEEV13.4%
- CCC Intelligent Solutions HoldingsCCC12.3%
- S&P GlobalSPGI9.7%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Financials 53%
- ● Industrials 21%
- ● Health Care 13%
- ● Information Technology 12%
How its portfolio changed (8 quarters)
Q2 2026: 6
Q2 2026: 100%
Q2 2026: 13.5%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Jun 22, 2026 (medium confidence).
The data, as reported: ALFRETON CAPITAL LLP (CRD 288144): Exempt reporting adviser to private funds, based in United Kingdom; 7.B private funds: 1 hedge (gross assets $697M)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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