David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q4 2023)
According to the SEC 13F filed on Feb 13, 2024, the Alapocas Investment Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 Q4 2023, the filing reported:
New Buys - NVR, Inc.
Increases - Adobe Inc., American Tower Corporation (REI, Amazon.com, Inc., Costco Wholesale Corporation, Danaher Corporation, and 7 more
Reductions - Apple Inc., Automatic Data Processing, Inc., Copart, Inc., Mastercard Incorporated, Ferrari
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 |
|---|---|---|---|
|
Q4 2023
|
AAPL
Apple Inc.
|
Sell |
-91
|
|
Q4 2023
|
ADBE
Adobe Inc.
|
Buy |
+50
|
|
Q4 2023
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-25
|
|
Q4 2023
|
AMT
American Tower Corporation (REI
|
Buy |
+321
|
|
Q4 2023
|
AMZN
Amazon.com, Inc.
|
Buy |
+189
|
|
Q4 2023
|
COST
Costco Wholesale Corporation
|
Buy |
+28
|
|
Q4 2023
|
CPRT
Copart, Inc.
|
Sell |
-335
|
|
Q4 2023
|
DHR
Danaher Corporation
|
Buy |
+243
|
|
Q4 2023
|
GOOG
Alphabet Inc.
|
Buy |
+152
|
|
Q4 2023
|
MA
Mastercard Incorporated
|
Sell |
-3
|
|
Q4 2023
|
MCO
Moody's Corporation
|
Buy |
+87
|
|
Q4 2023
|
NVR
NVR, Inc.
|
Buy - Position Entry |
+31
|
|
Q4 2023
|
RACE
Ferrari
|
Sell |
-92
|
|
Q4 2023
|
STLA
Stellantis
|
Buy |
+2,575
|
|
Q4 2023
|
TJX
TJX Companies, Inc. (The)
|
Buy |
+358
|
|
Q4 2023
|
TREX
Trex Company, Inc.
|
Buy |
+260
|
|
Q4 2023
|
UNH
UnitedHealth Group Incorporated
|
Buy |
+99
|
|
Q4 2023
|
V
Visa Inc.
|
Buy |
+327
|