Alfreton Capital LLP
RADLETT, HERTFORDSHIRE, X0
$399m in 6 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 21.3% of the portfolio this quarter.
Value
$399m
Stocks
6
Top 10 share
100.0%
Turnover
21.3%
What changed this quarter
New
Bought for the first time this quarter.
- Wise GroupWSE21.3% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Credit AcceptanceCACC14.4% of the fund-22%
- CCC Intelligent Solutions HoldingsCCC12.3% of the fund-12%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| VisaV | 28.9% | $115m | 336,000 | Held |
| Wise GroupWSE | 21.3% | $85m | 7,090,000 | New |
| Credit AcceptanceCACC | 14.4% | $57m | 90,000 | -22% |
| Veeva SystemsVEEV | 13.4% | $53m | 300,000 | Held |
| CCC Intelligent Solutions HoldingsCCC | 12.3% | $49m | 9,500,000 | -12% |
| S&P GlobalSPGI | 9.7% | $39m | 95,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 15.7% since 30 June 2025.
Where the money is
Financial services53.0%
Technology33.6%
Health care13.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.