David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q4 2023)
As of Dec 31, 2023, the Alapocas Investment Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 13, 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 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
|