David Lemons - Alapocas Investment Partners Portfolio (Q2 2026)

Published:
Last Updated:

Alapocas Investment Partners, David Lemons, has built a diversified portfolio of 25 publicly traded holdings with a total market value of $102.4M as of Jun 30, 2026. This comprehensive analysis examines the latest 13F filing data to understand the investment strategy and recent portfolio adjustments.

The portfolio demonstrates a concentrated approach to stock selection, with the top holding representing 16.3% of the total portfolio value. The top 5 holdings account for 56.6% of the overall portfolio allocation.

Recent portfolio activity shows 10 significant position adjustments, indicating active portfolio management and strategic repositioning. These changes reflect the investor's response to market conditions and evolving investment thesis.

Portfolio Statistics

25
Total Holdings
$102.4M
Portfolio Value
Jun 30, 2026
Latest Filing
16.3%
Largest Position

Top Holdings Analysis

The portfolio's top holdings reveal the investor's core investment thesis and sector preferences. The largest position in ALPHABET INC (GOOG) represents 16.3% of the total portfolio, valued at $16.7M.

Rank Symbol Company Value Portfolio % Change
1 GOOG ALPHABET INC $16.7M 16.3% -36.0%
2 AMZN AMAZON COM INC $13.0M 12.6% -27.4%
3 AAPL APPLE INC $11.3M 11.0% -27.0%
4 V VISA INC $10.3M 10.0% -18.4%
5 TJX TJX COS INC NEW $6.8M 6.7% -40.0%

For a complete analysis of all holdings and detailed portfolio breakdown by sector and market cap, visit our comprehensive holdings page.

Recent Portfolio Activity

Recent portfolio adjustments provide insights into the investor's evolving strategy and market outlook. The following table shows the top 10 most significant position changes from recent reporting periods (out of 184 total transactions), sorted by the magnitude of change.

For a complete history of all portfolio transactions and detailed activity analysis, visit our comprehensive activity page.

Symbol Company Quantity Change Date Action
CPRT Copart, Inc. -51,401 Jun 30, 2026 SELL
TJX TJX Companies, Inc. (The) -30,005 Jun 30, 2026 SELL
GOOG Alphabet Inc. -26,639 Jun 30, 2026 SELL
TREX Trex Company, Inc. -25,687 Jun 30, 2026 SELL
ADBE Adobe Inc. -21,504 Jun 30, 2026 SELL
AMZN Amazon.com, Inc. -20,482 Jun 30, 2026 SELL
QLYS Qualys, Inc. -14,908 Jun 30, 2026 SELL
AAPL Apple Inc. -14,361 Jun 30, 2026 SELL
ALGN Align Technology, Inc. -11,909 Jun 30, 2026 SELL
PZA Invesco National AMT-Free Munic +11,159 Jun 30, 2026 BUY

Investment Strategy Insights

Alapocas Investment Partners's investment approach can be analyzed through several key metrics. The portfolio's concentration in top holdings suggests a high-conviction investment strategy, with significant positions in companies that align with the investor's long-term thesis.

The largest position in ALPHABET INC (GOOG) demonstrates strong conviction in this particular investment opportunity. Recent activity shows a decrease of 36.0% in this position, indicating active portfolio management and strategic positioning.

Portfolio turnover can be assessed through recent activity patterns. The 10 most significant transactions shown here (out of 184 total transactions) suggest a highly active approach to portfolio management, with frequent strategic adjustments and position changes.

Additional Analysis

Complete Holdings

View all 25 holdings with detailed analysis

Trading Activity

Track all portfolio transactions and position changes

Performance Metrics

Analyze profit, winning trades, and investment returns

Sector Allocation

Analyze portfolio breakdown by sector and industry

Alapocas Investment Partners's portfolio as of Jun 30, 2026 reflects a strategic approach to equity investing with 25 holdings valued at $102.4M. The concentrated position in ALPHABET INC and other top holdings demonstrates the investor's confidence in specific investment themes and long-term value creation opportunities. Recent activity indicates ongoing portfolio optimization and strategic repositioning.

For the most current portfolio data and detailed analysis, refer to the latest SEC 13F filings and our comprehensive holdings and activity pages, which are updated regularly with the latest filing information.

Other Investor Portfolios