David Lemons - Alapocas Investment Partners Portfolio Holdings (Jun 30, 2025)
As of Jun 30, 2025, the Alapocas Investment Partners portfolio holdings is valued at approximately $155.86M, featuring 20 publicly traded holdings. This in-depth profile highlights the top investments led by AMAZON COM INC (AMZN), ALPHABET INC (GOOG), VISA INC (V), ADOBE INC (ADBE), APPLE INC (AAPL), and others based on the company's latest SEC filings reported on Jul 30, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Alapocas Investment Partners’s stock portfolio spans 20 holdings across 9 different sectors, with a total market value of $155.86M. The Technology sector represents the largest allocation, while the top holdings account for nearly 45% of the total portfolio value. AMAZON COM INC remains single largest position at 11.2% of all equity investments.
Trends by sector
Investment Adjustments from Previous Filing
Alapocas Investment Partners Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| AMZN AMAZON COM INC | 11.17% | $17,407,170 |
| GOOG ALPHABET INC | 9.21% | $14,352,394 |
| V VISA INC | 8.97% | $13,975,088 |
| ADBE ADOBE INC | 7.72% | $12,037,849 |
| AAPL APPLE INC | 7.60% | $11,843,568 |
| MCO MOODYS CORP | 6.53% | $10,185,086 |
| TJX TJX COS INC NEW | 6.38% | $9,946,811 |
| RACE FERRARI N V | 6.04% | $9,421,177 |
| COST COSTCO WHSL CORP NEW | 5.87% | $9,155,361 |
| CPRT COPART INC | 5.72% | $8,916,559 |
| QLYS QUALYS INC | 4.69% | $7,308,658 |
| ALGN ALIGN TECHNOLOGY INC | 4.10% | $6,394,431 |
| TREX TREX CO INC | 3.79% | $5,911,160 |
| STLA STELLANTIS N.V | 3.05% | $4,760,073 |
| UNH UNITEDHEALTH GROUP INC | 2.95% | $4,597,517 |
| DHR DANAHER CORPORATION | 2.39% | $3,732,775 |
| MA MASTERCARD INCORPORATED | 1.50% | $2,333,175 |
| ADP AUTOMATIC DATA PROCESSING IN | 1.18% | $1,834,548 |
| AMT AMERICAN TOWER CORP NEW | 0.68% | $1,058,907 |
| GOOGL ALPHABET INC | 0.44% | $687,297 |