$151 Million is the total value of Alfreton Capital LLP's 3 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 150.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Buy | ALPHABET INCcap stk cl a | $63,971,000 | +32.2% | 23,000 | +37.7% | 42.46% | -52.4% |
| NET | New | CLOUDFLARE INC | $59,850,000 | – | 500,000 | +100.0% | 39.73% | – |
| FERG | New | FERGUSON PLC NEW | $26,824,000 | – | 200,000 | +100.0% | 17.81% | – |
| CACC | Exit | CREDIT ACCEP CORP MICH | $0 | – | -8,464 | -100.0% | -10.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 8 | Q3 2023 | 89.3% |
| CLOUDFLARE INC | 7 | Q3 2023 | 45.4% |
| FERGUSON PLC NEW | 7 | Q3 2023 | 24.4% |
| CREDIT ACCEP CORP MICH | 5 | Q3 2023 | 22.5% |
View Alfreton Capital LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-01-12 |
View Alfreton Capital LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.