Alapocas Investment Partners Q1 2026 Portfolio Update: Strategic Shifts in Tech and Consumer Stocks
Alapocas Investment Partners' portfolio value reached $132.1 million as of March 2026, with significant reductions in holdings like Google and Amazon, while maintaining strong allocations in Apple and Costco.
As of March 31, 2026, Alapocas Investment Partners, the investment firm managing assets for David Lemons, reported a portfolio value of $132.1 million. The firm's focus appears to remain concentrated in select sectors, with Technology and Consumer Cyclical stocks forming a significant portion of the holdings.
Across the portfolio, David Lemons' investment strategy for the most recent quarter involved a pattern of reducing positions in several top holdings. The largest reduction was observed in Alphabet Inc. (GOOG), where shares decreased by 5.98% compared to the previous quarter. Similarly, Amazon.com Inc. (AMZN) saw a 3.46% reduction in its share count, while Apple Inc. (AAPL) experienced a 5.32% decline. Other notable decreases occurred in TJX Cos. Inc. (TJX), Visa Inc. (V), Adobe Inc. (ADBE), Ferrari N.V. (RACE), Moody's Corp. (MCO), and Copart Inc. (CPRT), all showing reductions in their respective allocations.
For detailed insights into these specific stock movements, investors can explore the individual stock profiles on Insiderset: Alphabet Inc. (GOOG), Amazon.com Inc. (AMZN), Apple Inc. (AAPL), TJX Cos. Inc. (TJX), Visa Inc. (V), Adobe Inc. (ADBE), Ferrari N.V. (RACE), Moody's Corp. (MCO), and Copart Inc. (CPRT).
David Lemons' portfolio, managed through Alapocas Investment Partners, continues to favor certain sectors. Technology remains a key focus with significant allocations to Apple (10.23%) and Adobe (5.07%). Consumer Cyclical stocks, including Amazon (11.8%) and TJX (9.07%), also feature prominently. Costco Wholesale Corporation (COST) stands out as the largest position by allocation percentage at 5.18%, despite being categorized in the Consumer Defensive sector.
Financial Services allocations are represented by Visa (8.38%) and Moody's (4.61%). The investor also maintains a position in Communication Services, holding Alphabet (16.05%).
It is important to note that the disclosed data does not indicate any new positions initiated or any existing positions fully exited during this reporting period.
To understand the broader investment strategy and track David Lemons' activities, visit the investor profile on Insiderset: Alapocas Investment Partners.