David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q1 2025)
According to the SEC 13F filed on May 12, 2025, the Alapocas Investment Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2025. 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 2025, the filing reported:
New Buys - Qualys, Inc.
Increases - Adobe Inc., Align Technology, Inc.
Reductions - Apple Inc., Automatic Data Processing, Inc., American Tower Corporation (REI, Amazon.com, Inc., Costco Wholesale Corporation, and 11 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 2025
|
AAPL
Apple Inc.
|
Sell |
-9,187
|
|
Q1 2025
|
ADBE
Adobe Inc.
|
Buy |
+4,665
|
|
Q1 2025
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-189
|
|
Q1 2025
|
ALGN
Align Technology, Inc.
|
Buy |
+10,011
|
|
Q1 2025
|
AMT
American Tower Corporation (REI
|
Sell |
-29,304
|
|
Q1 2025
|
AMZN
Amazon.com, Inc.
|
Sell |
-2,522
|
|
Q1 2025
|
COST
Costco Wholesale Corporation
|
Sell |
-1,680
|
|
Q1 2025
|
CPRT
Copart, Inc.
|
Sell |
-5,345
|
|
Q1 2025
|
DHR
Danaher Corporation
|
Sell |
-5,348
|
|
Q1 2025
|
GOOG
Alphabet Inc.
|
Sell |
-2,339
|
|
Q1 2025
|
MA
Mastercard Incorporated
|
Sell |
-175
|
|
Q1 2025
|
MCO
Moody's Corporation
|
Sell |
-547
|
|
Q1 2025
|
QLYS
Qualys, Inc.
|
Buy - Position Entry |
+53,245
|
|
Q1 2025
|
RACE
Ferrari
|
Sell |
-659
|
|
Q1 2025
|
STLA
Stellantis
|
Sell |
-13,647
|
|
Q1 2025
|
TJX
TJX Companies, Inc. (The)
|
Sell |
-2,595
|
|
Q1 2025
|
TREX
Trex Company, Inc.
|
Sell |
-3,370
|
|
Q1 2025
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-492
|
|
Q1 2025
|
V
Visa Inc.
|
Sell |
-1,495
|