Latest investors news

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.

Charles Jigarjian's portfolio saw significant changes in the latest quarter, with major increases in several holdings and a notable decrease in Applied Materials Inc.

Charles Jigarjian's portfolio as of March 31, 2026, highlights significant allocations in PayPal, Applied Materials, and SHIFT4 Payments, with notable share changes across several holdings.

Charles Jigarjian of 7G Capital Management saw his portfolio value reach $153.7M as of March 31, 2026, with notable changes in holdings like PayPal and Shift4 Payments.

Glenn Greenberg's portfolio at Brave Warrior Advisors, as of March 31, 2026, shows a significant concentration in Technology and Financial Services sectors, with notable changes in holdings.

Glenn Greenberg's portfolio, valued at approximately $4.04 billion as of March 31, 2026, saw substantial changes in holdings, with notable increases in Icon PLC and SLM Corp offset by decreases in Technology and Healthcare stocks.

Glenn Greenberg's $4.04 billion portfolio as of March 31, 2026, shows significant concentration in Technology and Financial Services stocks, with notable changes in holdings.

Glenn Greenberg's portfolio as of March 31, 2026, is dominated by significant holdings in Technology, Financial Services, and Healthcare sectors, with notable changes in share counts for several stocks.

Glenn Greenberg's Brave Warrior Advisors portfolio saw significant changes in Q1 2026, with notable purchases in ICON and Primerica, alongside substantial reductions in holdings like TD SYNNEX and Elevance Health.

Glenn Greenberg's Brave Warrior Advisors portfolio, valued at $4.04 billion as of March 31, 2026, saw notable shifts in its top holdings, including substantial increases in ICLR and SLM, alongside decreases in ELV.

CAS Investment Partners' fund led by Clifford Sosin shows an 81.67% allocation to CARVANA as of March 31, 2026, making it one of the most concentrated portfolios tracked.

CAS Investment Partners' Clifford Sosin saw his portfolio value decrease slightly in Q1 2026, with notable share reductions in top holdings like CARVANA CO (CVNA) and HILTON GRAND VACATIONS INC (HGV).

Clifford Sosin's portfolio as of March 31, 2026, is dominated by CARVANA (81.67%), Hilton Grand Vacations (11.73%), and Capital One (6.01%), with notable share reductions across all holdings.