$214 Million is the total value of Alfreton Capital LLP's 4 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NET | CLOUDFLARE INC | $80,158,000 | +36.4% | 1,300,000 | 0.0% | 37.50% | +21.3% | |
| GOOGL | ALPHABET INCcap stk cl a | $51,865,000 | +17.6% | 500,000 | 0.0% | 24.26% | +4.5% | |
| FERG | Sell | FERGUSON PLC NEW | $43,348,375 | -2.5% | 324,100 | -7.4% | 20.28% | -13.3% |
| CACC | Sell | CREDIT ACCEP CORP MICH | $38,371,520 | -10.1% | 88,000 | -2.2% | 17.95% | -20.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.