AC
Alfreton Capital Portfolio holdings
AUM
$231M
1-Year Est. Return
29.96%
1 Year Est. Return
+29.96%
AUM
$231M
AUM Growth
-$113M
(-33%)
Holding
5
Top Buys
No buys this quarter
Sector Composition
| 1 | Financials | 55.74% |
| 2 | Technology | 44.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Visa
V
$667B
| $68.3M | 29.51% |
200,000
|
|
||
|
CCC
2
CCC Intelligent Solutions
CCC
$5.11B
| $63.8M | 27.56% |
7,000,000
|
|
||
3
Credit Acceptance
CACC
$5.04B
| $60.7M | 26.24% |
130,000
-56,826
|
|
||
4
Cloudflare
NET
$67.9B
| $38.6M | 16.69% |
180,000
-220,000
|
|
||
5
Procore
PCOR
$11.6B
| – | – |
-500,000
|
|