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Alapocas Investment Partners' portfolio, as of March 31, 2026, shows significant concentration in top holdings like Alphabet (GOOG) and Amazon (AMZN).

A snapshot of David Lemons' portfolio holdings as of March 31, 2026, shows a reduction in shares across most top holdings, with Google leading the largest decrease.

Alapocas Investment Partners' David Lemons saw his $132M portfolio decline during the quarter, with significant reductions in holdings like GOOG, AMZN, and AAPL.

Analysis of David Lemons' portfolio concentration as of March 31, 2026, highlighting major holdings and share changes.

David Lemons' portfolio at Alapocas Investment Partners saw consistent reductions across major holdings in Q1 2026, reflecting strategic adjustments.

Alapocas Investment Partners' portfolio valued at $132.1 million as of March 31, 2026, shows changes in major holdings.

David Lemons' portfolio as of March 31, 2026, includes significant holdings in GOOG, AMZN, and AAPL, with notable decreases in shares for several positions.

David Lemons' portfolio experienced significant reductions in most holdings during the quarter, with notable decreases in major tech and consumer stocks, while a small position in Costco saw slight growth.

Analysis of David Lemons' portfolio concentration as of March 31, 2026, highlighting top holdings and their allocations.

Alapocas Investment Partners' portfolio value reached $132.1 million as of March 31, 2026, featuring significant reductions in holdings like GOOG, AMZN, and AAPL.

Alapocas Investment Partners' David Lemons reported a portfolio value of $132.1 million as of March 31, 2026, highlighting significant changes in top holdings.

Alapocas Investment Partners' portfolio, as of March 31, 2026, shows significant concentration in top holdings like Alphabet (GOOG) and Amazon (AMZN).

A snapshot of David Lemons' portfolio holdings as of March 31, 2026, shows a reduction in shares across most top holdings, with Google leading the portfolio at 16.05% allocation.

Alapocas Investment Partners' David Lemons saw a decrease in all top holdings during the quarter, with Technology and Consumer Cyclical stocks leading the adjustments.

Analysis of David Lemons' portfolio concentration as of March 31, 2026, highlighting top holdings and share changes.

David Lemons' portfolio saw significant reductions in top holdings during the first quarter of 2026, with no new positions or exits disclosed.

Alapocas Investment Partners' portfolio valued at $132.1 million as of March 31, 2026, featuring significant changes in top holdings.

Alapocas Investment Partners' portfolio, as of March 31, 2026, is dominated by major tech and consumer stocks, with Alphabet Inc. leading at 16.05% allocation.

A snapshot of David Lemons' portfolio at Alapocas Investment Partners as of March 31, 2026, highlighting top holdings and observable share changes.

Alapocas Investment Partners' David Lemons held significant positions in GOOG, AMZN, AAPL, TJX, and V as of March 31, 2026, with portfolio allocations ranging from 4.33% to 16.05%.

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.

Alapocas Investment Partners' portfolio valued at $132.1 million as of March 31, 2026, features significant holdings in major tech companies and consumer stocks.

7G Capital Management's portfolio, as of March 31, 2026, shows a significant tilt towards Technology stocks, particularly PayPal and SHIFT4, alongside notable changes in holdings.

A snapshot of Charles Jigarjian's top holdings in his portfolio managed by 7G Capital Management, highlighting significant changes in shares for key stocks like PayPal and Applied Materials.