David Lemons - Alapocas Investment Partners Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: December 2021 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.13B
+9,999%+
Winning Positions
+77.78%
21 wins / 27 positions
Average Gain (Winners)
$5.99M
+9,999%+ avg per position
Active Positions
20
1 losing positions
Portfolio Value Over Time
Total Positions Tracked
27
All holdings over time
Win/Loss Ratio
21.00
21 gains / 1 losses
Active vs. Exited
20 / 7
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc. | Communication Services | Dec 2021 | ACTIVE | $10.56K | $21.20M | $21.19M | +9,999%+ |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Dec 2021 | ACTIVE | $9.69K | $15.59M | $15.58M | +9,999%+ |
| AAPL | Apple Inc. | Technology | Dec 2021 | ACTIVE | $12.74K | $13.52M | $13.51M | +9,999%+ |
| TJX | TJX Companies, Inc. (The) | Consumer Cyclical | Dec 2021 | ACTIVE | $6.95K | $11.98M | $11.98M | +9,999%+ |
| V | Visa Inc. | Financial Services | Dec 2021 | ACTIVE | $8.83K | $11.07M | $11.06M | +9,999%+ |
| COST | Costco Wholesale Corporation | Consumer Defensive | Dec 2021 | ACTIVE | $10.34K | $6.85M | $6.84M | +9,999%+ |
| ADBE | Adobe Inc. | Technology | Mar 2022 | ACTIVE | $4.83K | $6.69M | $6.69M | +9,999%+ |
| RACE | Ferrari | N/A | Dec 2021 | ACTIVE | $6.94K | $6.12M | $6.11M | +9,999%+ |
| MCO | Moody's Corporation | Financial Services | Dec 2021 | ACTIVE | $8.00K | $6.10M | $6.09M | +9,999%+ |
| CPRT | Copart, Inc. | Industrials | Dec 2021 | ACTIVE | $4.42K | $5.72M | $5.72M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.