David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q2 2023)
According to the SEC 13F filed on Aug 11, 2023, the Alapocas Investment Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2023. 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 Q2 2023, the filing reported:
New Buys - None reported
Increases - Adobe Inc., American Tower Corporation (REI, Amazon.com, Inc., Costco Wholesale Corporation, Copart, Inc., and 8 more
Complete Exits - Applied Materials, Inc., Microsoft Corporation
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 |
|---|---|---|---|
|
Q2 2023
|
AAPL
Apple Inc.
|
Sell |
-104
|
|
Q2 2023
|
ADBE
Adobe Inc.
|
Buy |
+238
|
|
Q2 2023
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-4
|
|
Q2 2023
|
AMAT
Applied Materials, Inc.
|
Sell - Position Exit |
-155
|
|
Q2 2023
|
AMT
American Tower Corporation (REI
|
Buy |
+254
|
|
Q2 2023
|
AMZN
Amazon.com, Inc.
|
Buy |
+622
|
|
Q2 2023
|
COST
Costco Wholesale Corporation
|
Buy |
+174
|
|
Q2 2023
|
CPRT
Copart, Inc.
|
Buy |
+54
|
|
Q2 2023
|
DHR
Danaher Corporation
|
Buy |
+147
|
|
Q2 2023
|
GOOG
Alphabet Inc.
|
Buy |
+560
|
|
Q2 2023
|
MA
Mastercard Incorporated
|
Sell |
-2
|
|
Q2 2023
|
MCO
Moody's Corporation
|
Buy |
+81
|
|
Q2 2023
|
MSFT
Microsoft Corporation
|
Sell - Position Exit |
-335
|
|
Q2 2023
|
RACE
Ferrari
|
Sell |
-63
|
|
Q2 2023
|
STLA
Stellantis
|
Buy |
+6,147
|
|
Q2 2023
|
TJX
TJX Companies, Inc. (The)
|
Buy |
+949
|
|
Q2 2023
|
TREX
Trex Company, Inc.
|
Buy |
+1,362
|
|
Q2 2023
|
UNH
UnitedHealth Group Incorporated
|
Buy |
+212
|
|
Q2 2023
|
V
Visa Inc.
|
Buy |
+675
|