David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q2 2023)
As of Jun 30, 2023, the Alapocas Investment Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 11, 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
|