David Lemons - Alapocas Investment Partners Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Jul 30, 2025 | |
| Total Stocks | 20 | |
| Portfolio Value | $155.86M |
Portfolio Overview
Comprehensive analysis of David Lemons's investment portfolio
18
Total Holdings
$155.9M
Portfolio Value
Jun 30, 2025
Latest Filing
11.2%
Largest Position
Top Holdings
1
AMZN
AMAZON COM INC
$17.4M
11.2%
↓-0.1%
2
GOOG
ALPHABET INC
$14.4M
9.2%
↓-0.0%
3
V
VISA INC
$14.0M
9.0%
↓-0.1%
4
ADBE
ADOBE INC
$12.0M
7.7%
↓-0.0%
5
AAPL
APPLE INC
$11.8M
7.6%
↓-0.1%
Recent Activity
ADBE
Adobe Inc.
-7
Jun 30, 2025
NVR
NVR, Inc.
-31
Jun 30, 2025
MA
Mastercard Incorporated
-50
Jun 30, 2025