Alfreton Capital LLP

Portfolio Overview

Alfreton Capital LLP disclosed 5 positions worth $308.0M in its Form 13F-HR for Q1 2026, led by $V (VISA INC.) at 33.0% of the equity portfolio, followed by $CCC and $VEEV. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $SPGI. The portfolio is most concentrated in Financials (61.9% of disclosed assets). All figures are sourced directly from Alfreton Capital LLP’s Form 13F-HR filing with the SEC under CIK 1873435.

• 

  VISA INC.

  $V

  83.5#17

  Quality

  $101.6M336,000 sh
• 

  CCC Intelligent Solutions Holdings Inc.

  $CCC

  50.8#1,434

  Quality

  $64.7M10,778,074 sh
• 

  VEEVA SYSTEMS INC

  $VEEV

  77.8#76

  Quality

  $52.7M300,000 sh
• 

  CREDIT ACCEPTANCE CORP

  $CACC

  70.6

  Quality

  $48.7M115,000 sh
• 

  S&P Global Inc.

  $SPGI

  79.4

  Quality

  $40.4M95,000 sh

Company	Quality	Value	Shares
VISA INC.$V	83.5#17	$101.6M	336,000
CCC Intelligent Solutions Holdings Inc.$CCC	50.8#1,434	$64.7M	10,778,074
VEEVA SYSTEMS INC$VEEV	77.8#76	$52.7M	300,000
CREDIT ACCEPTANCE CORP$CACC	70.6	$48.7M	115,000
S&P Global Inc.$SPGI	79.4	$40.4M	95,000

Showing top 5 of 5 holdings.

Full Holdings — Alfreton Capital LLP (Q1 2026)

All 5 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$V	VISA INC.	$101.6M	33.0%	+34%	83.5
2	$CCC	CCC Intelligent Solutions Holdings Inc.	$64.7M	21.0%	+22%	50.8
3	$VEEV	VEEVA SYSTEMS INC	$52.7M	17.1%	+200%	77.8
4	$CACC	CREDIT ACCEPTANCE CORP	$48.7M	15.8%	-12%	70.6
5	$SPGI	S&P Global Inc.	$40.4M	13.1%	NEW	79.4