David Lemons Portfolio Update: March 2026 Holdings Analysis
Alapocas Investment Partners' David Lemons reported a portfolio value of $132.1 million as of March 31, 2026, highlighting significant changes in top holdings.
David Lemons, managing partner at Alapocas Investment Partners, reported a portfolio value of $132.1 million as of March 31, 2026.
Google (GOOG) saw a reduction in shares held, despite a strong performance that maintained its portfolio allocation. Amazon (AMZN) and TJX (TJX) also decreased in shares, while their values increased. Apple (AAPL), Visa (V), and others like Costco (COST) and Adobe (ADBE) all reduced their share counts during the period. Moody's (MCO) and Copart (CPRT) also saw share decreases, while Ferrari (RACE) experienced the largest percentage reduction in shares held.
For detailed analysis of each holding, visit David Lemons' profile and explore individual stock pages like Google, Amazon, and Apple.