David Lemons Portfolio Update: March 2026 Holdings Changes
Alapocas Investment Partners' portfolio valued at $132.1 million as of March 31, 2026, shows changes in major holdings.
David Lemons of Alapocas Investment Partners saw his portfolio valued at $132.1 million as of March 31, 2026.
Google (GOOG) remains the largest position at 16.05% allocation, but saw a reduction in shares (-5.98%) during the period. Amazon (AMZN) and Visa (V) also decreased their share counts (-3.46% and -4.3%, respectively), while Apple (AAPL) saw a similar reduction (-5.32%).
Costco (COST) experienced the smallest percentage change (-3.78%) but still saw a slight reduction in shares. Other notable changes include a decrease in shares of Adobe (ADBE) (-9.56%), Ferrari (RACE) (-3.58%), Moody's (MCO) (-2.96%), and Copart (CPRT) (-3.11%).
For detailed analysis of each holding, visit David Lemons' profile and the individual stock pages like Google, Amazon, Apple, and others.