David Lemons - Alapocas Investment Partners Portfolio Stock Holdings
Alapocas Investment Partners disclosed 20 stock positions valued at approximately $132.1 million in its latest SEC 13F filing. The largest holdings include ALPHABET INC, AMAZON COM INC, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 19, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 20
- Portfolio Value
- $132.1M
Holdings by Sector
Alapocas Investment Partners Portfolio Holdings in Q1 2026
20 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOG | Communication Services | 16.05% | 73,918 | -1,025 | -1.37% | $21,204,117 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 11.80% | 74,854 | -654 | -0.87% | $15,589,843 |
| APPLE INC | AAPL | Technology | 10.23% | 53,271 | -870 | -1.61% | $13,519,630 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 9.07% | 75,045 | -1,395 | -1.82% | $11,984,687 |
| VISA INC | V | Financial Services | 8.38% | 36,636 | -542 | -1.46% | $11,072,865 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 5.18% | 6,870 | -105 | -1.51% | $6,845,474 |
| ADOBE INC | ADBE | Technology | 5.07% | 27,538 | +1,235 | +4.70% | $6,693,937 |
| FERRARI N V | RACE | Other | 4.63% | 18,085 | -181 | -0.99% | $6,120,868 |
| MOODYS CORP | MCO | Financial Services | 4.61% | 13,975 | -102 | -0.72% | $6,096,594 |
| COPART INC | CPRT | Industrials | 4.33% | 172,326 | -1,783 | -1.02% | $5,721,223 |
| ALIGN TECHNOLOGY INC | ALGN | Healthcare | 4.32% | 33,333 | +6,024 | +22.06% | $5,714,276 |
| QUALYS INC | QLYS | Technology | 3.86% | 58,123 | +9,212 | +18.83% | $5,106,106 |
| DOMINOS PIZZA INC | DPZ | Consumer Cyclical | 3.38% | 12,440 | +1,910 | +18.14% | $4,463,348 |
| TREX INC | TREX | Industrials | 2.64% | 95,688 | -1,210 | -1.25% | $3,484,957 |
| DANAHER CORP DEL | DHR | Healthcare | 2.50% | 17,388 | -405 | -2.28% | $3,296,765 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.61% | 4,252 | +108 | +2.61% | $2,124,554 |
| ALPHABET INC | GOOGL | Communication Services | 0.85% | 3,900 | - | - | $1,121,484 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.81% | 5,252 | -80 | -1.50% | $1,067,101 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.51% | 3,876 | - | - | $668,920 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.17% | 348 | +348 | +100.00% | $226,318 |