David Lemons - Alapocas Investment Partners Portfolio Performance Analysis (Q2 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: December 2021 to June 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)
+0.10B
+9,999%+
Winning Positions
+65.62%
21 wins / 32 positions
Average Gain (Winners)
$4.65M
+9,999%+ avg per position
Active Positions
25
3 losing positions
Portfolio Value Over Time
Total Positions Tracked
32
All holdings over time
Win/Loss Ratio
7.00
21 gains / 3 losses
Active vs. Exited
25 / 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 | $16.71M | $16.69M | +9,999%+ |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Dec 2021 | ACTIVE | $9.69K | $12.96M | $12.95M | +9,999%+ |
| AAPL | Apple Inc. | Technology | Dec 2021 | ACTIVE | $12.74K | $11.26M | $11.25M | +9,999%+ |
| V | Visa Inc. | Financial Services | Dec 2021 | ACTIVE | $8.83K | $10.26M | $10.25M | +9,999%+ |
| TJX | TJX Companies, Inc. (The) | Consumer Cyclical | Dec 2021 | ACTIVE | $6.95K | $6.82M | $6.82M | +9,999%+ |
| RACE | Ferrari | N/A | Dec 2021 | ACTIVE | $6.94K | $5.00M | $4.99M | +9,999%+ |
| MCO | Moody's Corporation | Financial Services | Dec 2021 | ACTIVE | $8.00K | $4.71M | $4.70M | +9,999%+ |
| COST | Costco Wholesale Corporation | Consumer Defensive | Dec 2021 | ACTIVE | $10.34K | $4.68M | $4.67M | +9,999%+ |
| UNH | UnitedHealth Group Incorporated | Healthcare | Dec 2021 | EXITED | $8.52K | $4.60M | $4.59M | +9,999%+ |
| STLA | Stellantis | N/A | Dec 2021 | EXITED | $7.91K | $4.44M | $4.43M | +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.