1y return−13.5%S&P 500 +20.9%
3y return+28.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $97 against $157 in the S&P 500.2
Alfreton Capital LLPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VVisa Inc | $115.3M | 28.9% | |
| Wise Group PLCCUSIP G9723Y105 | $85.0M | 21.3% | New |
| CACCCredit Accep Corp Mich | $57.3M | 14.4% | −21.7% |
| VEEVVeeva Sys Inc | $53.2M | 13.4% | |
| CCCCcc Intelligent Solutions Hl | $49.0M | 12.3% | −11.9% |
| SPGIS&p Global Inc | $38.7M | 9.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CACCCredit Accep Corp Mich | December 31, 2022 | +34.2% | $57.3M |
| VVisa Inc | December 31, 2024 | +8.6% | $115.3M |
| SPGIS&p Global Inc | March 31, 2026 | −4.3% | $38.7M |
| VEEVVeeva Sys Inc | December 31, 2025 | −20.5% | $53.2M |
| CCCCcc Intelligent Solutions Hl | December 31, 2023 | −54.7% | $49.0M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.1% | +14.8% |
| March 31, 2026 | −15.4% | −4.6% |
| December 31, 2025 | −5.4% | +2.4% |
| September 30, 2025 | −0.9% | +7.8% |
| June 30, 2025 | +14.2% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | +12.2% | +2.1% |
| September 30, 2024 | −7.2% | +5.4% |
| June 30, 2024 | −1.0% | +4.0% |
| March 31, 2024 | +10.3% | +10.0% |
| December 31, 2023 | +18.0% | +11.2% |
| September 30, 2023 | +0.5% | −3.6% |
| June 30, 2023 | +12.5% | +8.3% |
| March 31, 2023 | +14.8% | +7.0% |
| December 31, 2022 | −4.9% | +7.1% |
| September 30, 2022 | +3.9% | −5.3% |
| June 30, 2022 | −37.5% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Alfreton Capital LLP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1873435&type=13F-HR&dateb=&owner=include&count=40CIK 1873435
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1873435/000187343526000008/Filed August 11, 2026 · accession 0001873435-26-000008