David Lemons - Alapocas Investment Partners Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 07, 2026, the Alapocas Investment Partners portfolio balances reported a total equity value of $102.45M across 25 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight ALPHABET INC (GOOG) as the single largest position, accounting for 16.3% of total equity value, followed by AMAZON COM INC (AMZN), APPLE INC (AAPL), VISA INC (V), and others. Collectively, the top five holdings represent 56.6% of the portfolio, showing how capital is distributed among core positions and long-term investments.