David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q1 2024)
According to the SEC 13F filed on May 08, 2024, the Alapocas Investment Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2024. 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 2024, the filing reported:
New Buys - None reported
Increases - Apple Inc., Adobe Inc., American Tower Corporation (REI, Danaher Corporation, Alphabet Inc., and 5 more
Reductions - Automatic Data Processing, Inc., Amazon.com, Inc., Costco Wholesale Corporation, Copart, Inc., Moody's Corporation, and 2 more
Complete Exits - None reported
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 2024
|
AAPL
Apple Inc.
|
Buy |
+169
|
|
Q1 2024
|
ADBE
Adobe Inc.
|
Buy |
+4,787
|
|
Q1 2024
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-370
|
|
Q1 2024
|
AMT
American Tower Corporation (REI
|
Buy |
+1,610
|
|
Q1 2024
|
AMZN
Amazon.com, Inc.
|
Sell |
-275
|
|
Q1 2024
|
COST
Costco Wholesale Corporation
|
Sell |
-1,879
|
|
Q1 2024
|
CPRT
Copart, Inc.
|
Sell |
-23,525
|
|
Q1 2024
|
DHR
Danaher Corporation
|
Buy |
+362
|
|
Q1 2024
|
GOOG
Alphabet Inc.
|
Buy |
+418
|
|
Q1 2024
|
MA
Mastercard Incorporated
|
Buy |
+2
|
|
Q1 2024
|
MCO
Moody's Corporation
|
Sell |
-68
|
|
Q1 2024
|
RACE
Ferrari
|
Sell |
-75
|
|
Q1 2024
|
STLA
Stellantis
|
Buy |
+1,507
|
|
Q1 2024
|
TJX
TJX Companies, Inc. (The)
|
Buy |
+733
|
|
Q1 2024
|
TREX
Trex Company, Inc.
|
Sell |
-20,739
|
|
Q1 2024
|
UNH
UnitedHealth Group Incorporated
|
Buy |
+327
|
|
Q1 2024
|
V
Visa Inc.
|
Buy |
+452
|