Alfreton Capital LLP
CIK 1873435
13F filing for Q2 2026・No. 4,495
- Holdings
- US$398.57M
- Quarter change
- +US$90.55M
- Entries
- 6
- Net bought (estimate)
- +US$62.53M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 0
- Cut 2
- Added 0
- Corporate actions 0
- Unchanged 3
Largest holdings
6 stocks worth US$398.57M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VVISA INCCOM CL A | Unchanged | 336,000 | US$115.28M | 28.92% |
| WISE GROUP PLCORD SHS CLASS A | New | 7,090,000 | US$85.04M | 21.34% |
| CACCCREDIT ACCEP CORP MICHCOM | Cut | 90,000 | US$57.31M | 14.38% |
| VEEVVEEVA SYS INCCL A COM | Unchanged | 300,000 | US$53.24M | 13.36% |
| CCCCCC INTELLIGENT SOLUTIONS HLCOM | Cut | 9,500,000 | US$49.02M | 12.30% |
| SPGIS&P GLOBAL INCCOM | Unchanged | 95,000 | US$38.69M | 9.71% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.