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

As of Jun 30, 2026, the Alapocas Investment Partners portfolio balances reported a total equity value of $102.45M across 25 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 07, 2026, providing an updated snapshot of assets under management.

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.