Alapocas Investment Partners' Top Holdings: David Lemons' Portfolio Snapshot
David Lemons' portfolio as of March 31, 2026, includes significant holdings in GOOG, AMZN, and AAPL, with notable decreases in shares for several positions.
As of March 31, 2026, David Lemons' portfolio with Alapocas Investment Partners totals $132,123,067. The top holdings include Alphabet Inc. (GOOG), Amazon.com Inc. (AMZN), and Apple Inc. (AAPL), among others. Lemons' portfolio shows a concentration in large-cap tech and consumer stocks, with several positions experiencing decreases in shares and allocation percentages.
GOOG, representing 16.05% of the portfolio, saw a 5.98% decrease in shares from the prior period. Similarly, AMZN (11.8% allocation) and AAPL (10.23% allocation) also experienced share reductions. Other notable holdings include TJX Cos. Inc. (9.07%), Visa Inc. (8.38%), and Adobe Inc. (5.07%).
For detailed insights into Lemons' investment strategy and these holdings, visit the investor profile at https://www.insiderset.com/investor/david-lemons-alapocas-investment-partners. Stock-specific information is available at https://www.insiderset.com/investors/stocks/GOOG, https://www.insiderset.com/investors/stocks/AMZN, and other stock pages.