David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q1 2022)
According to the SEC 13F filed on May 09, 2022, the Alapocas Investment Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2022. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2022, the filing reported:
New Buys - Adobe Inc.
Increases - Automatic Data Processing, Inc., Amazon.com, Inc., Copart, Inc., Danaher Corporation, Moody's Corporation, and 2 more
Reductions - Apple Inc., American Tower Corporation (REI, Costco Wholesale Corporation, Alphabet Inc., Alphabet Inc., and 5 more
Complete Exits - Roper Technologies, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2022
|
AAPL
Apple Inc.
|
Sell |
-2,150
|
|
Q1 2022
|
ADBE
Adobe Inc.
|
Buy - Position Entry |
+10,598
|
|
Q1 2022
|
ADP
Automatic Data Processing, Inc.
|
Buy |
+1,972
|
|
Q1 2022
|
AMT
American Tower Corporation (REI
|
Sell |
-181
|
|
Q1 2022
|
AMZN
Amazon.com, Inc.
|
Buy |
+52
|
|
Q1 2022
|
COST
Costco Wholesale Corporation
|
Sell |
-3,882
|
|
Q1 2022
|
CPRT
Copart, Inc.
|
Buy |
+14,632
|
|
Q1 2022
|
DHR
Danaher Corporation
|
Buy |
+1,140
|
|
Q1 2022
|
GOOG
Alphabet Inc.
|
Sell |
-109
|
|
Q1 2022
|
GOOGL
Alphabet Inc.
|
Sell |
-32
|
|
Q1 2022
|
MA
Mastercard Incorporated
|
Sell |
-539
|
|
Q1 2022
|
MCO
Moody's Corporation
|
Buy |
+1,295
|
|
Q1 2022
|
RACE
Ferrari
|
Sell |
-3,568
|
|
Q1 2022
|
ROP
Roper Technologies, Inc.
|
Sell - Position Exit |
-10,992
|
|
Q1 2022
|
STLA
Stellantis
|
Buy |
+70,760
|
|
Q1 2022
|
TJX
TJX Companies, Inc. (The)
|
Sell |
-9,149
|
|
Q1 2022
|
TREX
Trex Company, Inc.
|
Buy |
+24,942
|
|
Q1 2022
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-1,757
|
|
Q1 2022
|
V
Visa Inc.
|
Sell |
-1,809
|