David Lemons - Alapocas Investment Partners Portfolio (Q1 2026)

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Alapocas Investment Partners, David Lemons, has built a diversified portfolio of 20 publicly traded holdings with a total market value of $132.1M as of Mar 31, 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 16.0% of the total portfolio value. The top 5 holdings account for 55.5% 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

20
Total Holdings
$132.1M
Portfolio Value
Mar 31, 2026
Latest Filing
16.0%
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 16.0% of the total portfolio, valued at $21.2M.

Rank Symbol Company Value Portfolio % Change
1 GOOG ALPHABET INC $21.2M 16.0% -6.0%
2 AMZN AMAZON COM INC $15.6M 11.8% -3.5%
3 AAPL APPLE INC $13.5M 10.2% -5.3%
4 TJX TJX COS INC NEW $12.0M 9.1% -4.5%
5 V VISA INC $11.1M 8.4% -4.3%

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 186 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
STLA Stellantis -462,421 Mar 31, 2026 SELL
DPZ Domino's Pizza Inc +12,440 Mar 31, 2026 BUY
TREX Trex Company, Inc. -10,425 Mar 31, 2026 SELL
QLYS Qualys, Inc. +8,007 Mar 31, 2026 BUY
CPRT Copart, Inc. -5,533 Mar 31, 2026 SELL
GOOG Alphabet Inc. -4,705 Mar 31, 2026 SELL
ALGN Align Technology, Inc. +4,199 Mar 31, 2026 BUY
TJX TJX Companies, Inc. (The) -3,570 Mar 31, 2026 SELL
AAPL Apple Inc. -2,996 Mar 31, 2026 SELL
ADBE Adobe Inc. -2,910 Mar 31, 2026 SELL

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 6.0% 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 186 total transactions) suggest a highly active approach to portfolio management, with frequent strategic adjustments and position changes.

Additional Analysis

Complete Holdings

View all 20 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 Mar 31, 2026 reflects a strategic approach to equity investing with 20 holdings valued at $132.1M. 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.

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