Latest Alfreton Capital LLP Stock Portfolio
$244Million
Equity Portfolio Value
Last Reported on: 14 Feb, 2024
About Alfreton Capital LLP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Alfreton Capital LLP reported an equity portfolio of $210.6 Millions as of 30 Sep, 2023.
The top stock holdings of Alfreton Capital LLP are GOOG, NET, FERG. The fund has invested 29.8% of it's portfolio in ALPHABET INC and 27.5% of portfolio in CLOUDFLARE INC.
They significantly reduced their stock positions in CLOUDFLARE INC (NET) and CREDIT ACCEP CORP MICH (CACC).
The top stock holdings of Alfreton Capital LLP are GOOG, NET, FERG. The fund has invested 29.8% of it's portfolio in ALPHABET INC and 27.5% of portfolio in CLOUDFLARE INC.
They significantly reduced their stock positions in CLOUDFLARE INC (NET) and CREDIT ACCEP CORP MICH (CACC).
New Buys
| Ticker | $ Bought |
|---|---|
| CCC INTELLIGENT SOLUTIONS HL | 15,083,600 |
New stocks bought by Alfreton Capital LLP
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| FERGUSON PLC NEW | -13.33 |
| CLOUDFLARE INC | -13.04 |
| ALPHABET INC | -2.08 |
Alfreton Capital LLP reduced stake in above stock
Sold off
Current Stock Holdings of Alfreton Capital LLP
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| CACC | CREDIT ACCEP CORP MICH | 19.18 | 88,000 | 46,880,200 | UNCHANGED | 0.00 | |
| CCCS | CCC INTELLIGENT SOLUTIONS HL | 6.17 | 1,324,290 | 15,083,600 | NEW | ||
| FERG | FERGUSON PLC NEW | 20.54 | 260,000 | 50,198,200 | REDUCED | -13.33 | |
| GOOG | ALPHABET INC | 26.86 | 470,000 | 65,654,300 | REDUCED | -2.08 | |
| NET | CLOUDFLARE INC | 27.25 | 800,000 | 66,608,000 | REDUCED | -13.04 |