David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q3 2024)
According to the SEC 13F filed on Nov 12, 2024, the Alapocas Investment Partners portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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 Q3 2024, the filing reported:
New Buys - None reported
Increases - American Tower Corporation (REI, Copart, Inc., Alphabet Inc., Mastercard Incorporated, Stellantis, and 3 more
Reductions - Apple Inc., Adobe Inc., Automatic Data Processing, Inc., Amazon.com, Inc., Costco Wholesale Corporation, and 5 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 |
|---|---|---|---|
|
Q3 2024
|
AAPL
Apple Inc.
|
Sell |
-996
|
|
Q3 2024
|
ADBE
Adobe Inc.
|
Sell |
-320
|
|
Q3 2024
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-23
|
|
Q3 2024
|
AMT
American Tower Corporation (REI
|
Buy |
+280
|
|
Q3 2024
|
AMZN
Amazon.com, Inc.
|
Sell |
-220
|
|
Q3 2024
|
COST
Costco Wholesale Corporation
|
Sell |
-132
|
|
Q3 2024
|
CPRT
Copart, Inc.
|
Buy |
+160
|
|
Q3 2024
|
DHR
Danaher Corporation
|
Sell |
-12
|
|
Q3 2024
|
GOOG
Alphabet Inc.
|
Buy |
+53
|
|
Q3 2024
|
GOOGL
Alphabet Inc.
|
Sell |
-40
|
|
Q3 2024
|
MA
Mastercard Incorporated
|
Buy |
+30
|
|
Q3 2024
|
MCO
Moody's Corporation
|
Sell |
-530
|
|
Q3 2024
|
RACE
Ferrari
|
Sell |
-124
|
|
Q3 2024
|
STLA
Stellantis
|
Buy |
+10,100
|
|
Q3 2024
|
TJX
TJX Companies, Inc. (The)
|
Sell |
-216
|
|
Q3 2024
|
TREX
Trex Company, Inc.
|
Buy |
+925
|
|
Q3 2024
|
UNH
UnitedHealth Group Incorporated
|
Buy |
+57
|
|
Q3 2024
|
V
Visa Inc.
|
Buy |
+679
|