Data as of Q4 2025 (Dec 31, 2025)

Alfreton Capital LLP

โ€ขCIK: 1873435โ€ขFiling: Q4 2025

**Alfreton Capital LLP** manages $238M across a concentrated portfolio of four key positions. The fund exhibits significant exposure to technology and growth sectors, with its largest holding in V accounting for $87.7M. Further concentration is evident in CCC ($70.0M) and CACC ($57.6M), suggesting a focused, high-conviction investment mandate. This structure indicates a tactical allocation strategy targeting outsized returns within specific market segments.

Total AUM
$237.6M
QoQ Performance
+2.7%
Positions
4
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

V
CCC
CACC
VEEV
V36.9%
CCC29.4%
CACC24.3%
VEEV9.4%

๐Ÿ“ˆ Biggest Buys

VEEV
VEEVA SYS INC
NEW
9.4% of portfolio
V
VISA INC
+25.0%
36.9% of portfolio
CCC
CCC INTELLIGENT SOLUTIONS HL
+25.7%
29.4% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other63.1%
Financial36.9%

๐Ÿšช Exited Positionssold since Q3 2025

NET
CLOUDFLARE INC
SOLD
$38.6M

Changes from Q3 2025

NEW1 new position
โ†‘2 increased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023