Alfreton Capital LLP Top Holdings and 13F Report (2024)

About Alfreton Capital LLP

Alfreton Capital LLP has $221.93 million in total holdings as of March 31, 2024.
Alfreton Capital LLP owns shares of 5 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
Approximately 16.60% of the portfolio was purchased this quarter.
About 33.17% of the portfolio was sold this quarter.
This quarter, Alfreton Capital LLP has purchased 5 new stocks and bought additional shares in 1 stock.
Alfreton Capital LLP sold shares of 3 stocks and completely divested from 1 stock this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOGL Alphabet	$69,427,800	$1,509,300 ▼	-2.1%	460,000	31.3%	Computer and Technology
FERG Ferguson	$55,699,650	$1,092,150 ▼	-1.9%	255,000	25.1%	Industrial Products
CACC Credit Acceptance	$44,124,000	$4,412,400 ▼	-9.1%	80,000	19.9%	Finance
PCOR Procore Technologies	$28,759,500	$28,759,500 ▲	New Holding	350,000	13.0%	Business Services
CCCS CCC Intelligent Solutions	$23,920,000	$8,081,527 ▲	51.0%	2,000,000	10.8%	Finance
NET Cloudflare	$0	$66,608,000 ▼	-100.0%	0	0.0%	Computer and Technology