$135 Million is the total value of Alfreton Capital LLP's 3 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Buy | ALPHABET INCcap stk cl a | $54,482,000 | -14.8% | 25,000 | +8.7% | 40.46% | -4.7% |
| NET | Buy | CLOUDFLARE INC | $52,500,000 | -12.3% | 1,200,000 | +140.0% | 38.99% | -1.9% |
| FERG | Buy | FERGUSON PLC NEW | $27,678,000 | +3.2% | 250,000 | +25.0% | 20.55% | +15.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.