David Lemons – Alapocas Investment Partners Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Alapocas Investment Partners portfolio balances reported a total equity value of $155.86M across 20 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Jul 30, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight AMAZON COM INC (AMZN) as the single largest position, accounting for 11.2% of total equity value, followed by ALPHABET INC (GOOG), VISA INC (V), ADOBE INC (ADBE), and others. Collectively, the top five holdings represent 44.7% of the portfolio, showing how capital is distributed among core positions and long-term investments.