David Lemons Portfolio Update: March 31, 2026 Holdings

David Lemons of Alapocas Investment Partners saw his portfolio valued at $132.1 million as of March 31, 2026.

Google (GOOG) remains Lemons' largest position, representing 16.05% of the portfolio, but saw a reduction in shares (-5.98%) during the period. Similarly, Amazon (AMZN) experienced a moderate decrease (-3.46%) in its position allocation.

Apple (AAPL) also saw a decline (-5.32%) in its portfolio allocation, while TJX (TJX) and Visa (V) both decreased slightly (-4.54% and -4.30% respectively).

Costco (COST) maintained its position despite a small share reduction (-3.78%), while Adobe (ADBE) saw a significant drop in allocation (-9.56%) due to share reduction.

Ferrari (RACE) and Moody's (MCO) both showed recent decreases (-3.58% and -2.96% respectively) in their portfolio allocations.

Copart (CPRT) experienced the largest percentage decrease in shares (-3.11%) but still holds a significant allocation of 4.33%.