StockDriftsStockDriftsTop 5 Alfreton Capital LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | 28.92% | 336.0K | $115.3M | +0.00%(+0) | $314.13(+15.06%) | 2026-06-30 | |
| CACC | CREDIT ACCEP CORP MICH | 14.38% | 90.0K | $57.3M | -21.74%(-25.00K) | $483.12(+18.79%) | 2026-06-30 | |
| VEEV | VEEVA SYS INC | 13.36% | 300.0K | $53.2M | +0.00%(+0) | $219.82(+6.00%) | 2026-06-30 | |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 12.3% | 9.50M | $49.0M | -11.86%(-1.28M) | $9.06(-23.71%) | 2026-06-30 | |
| SPGI | S&P GLOBAL INC | 9.71% | 95.0K | $38.7M | +0.00%(+0) | $473.97(-13.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.63% | +28.19% | — | — | -3.65% |
| Top 20 Holdings Unweighted | +6.65% | +21.29% | — | — | -8.40% |
Alfreton Capital LLP reports $398.57M in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are V (28.9%), CACC (14.4%) and VEEV (13.4%). The top 20 holdings account for 78.67% of reported assets. Its disclosed equity book has returned +28.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alfreton Capital LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1873435). View Alfreton Capital LLP’s 13F filings on SEC