David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q1 2022)

As of Mar 31, 2022, the Alapocas Investment Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 09, 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	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2022	AAPL Apple Inc.	Apple Inc.	Sell	-2,150	-3.0%	$12.15K	69,615
Q1 2022	ADBE Adobe Inc.	Adobe Inc.	Buy - Position Entry	+10,598	-	$4.83K	10,598
Q1 2022	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+1,972	+35.9%	$1.70K	7,472
Q1 2022	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-181	-0.6%	$7.08K	28,189
Q1 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+52	+1.8%	$9.65K	2,959
Q1 2022	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-3,882	-21.3%	$8.25K	14,330
Q1 2022	CPRT Copart, Inc.	Copart, Inc.	Buy	+14,632	+50.2%	$5.50K	43,792
Q1 2022	DHR Danaher Corporation	Danaher Corporation	Buy	+1,140	+5.3%	$6.64K	22,623
Q1 2022	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-109	-3.0%	$9.89K	3,540
Q1 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-32	-15.3%	$492.00	177
Q1 2022	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-539	-11.4%	$1.50K	4,191
Q1 2022	MCO Moody's Corporation	Moody's Corporation	Buy	+1,295	+6.3%	$7.35K	21,772
Q1 2022	RACE Ferrari	Ferrari	Sell	-3,568	-13.3%	$5.07K	23,253
Q1 2022	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Sell - Position Exit	-10,992	-100.0%	$0.00	-
Q1 2022	STLA Stellantis	Stellantis	Buy	+70,760	+16.8%	$8.01K	492,335
Q1 2022	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-9,149	-10.0%	$4.99K	82,421
Q1 2022	TREX Trex Company, Inc.	Trex Company, Inc.	Buy	+24,942	+30.6%	$6.95K	106,447
Q1 2022	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-1,757	-10.4%	$7.76K	15,216
Q1 2022	V Visa Inc.	Visa Inc.	Sell	-1,809	-4.4%	$8.63K	38,937