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
$0.1B
Portfolio Value
Technology
Top Sector
8
Sectors
Investment Strategy Insights
- • David Lemons maintains a diversified portfolio across 8 sectors
- • Top 5 holdings represent 44.7% of the portfolio
- • Largest position: AMAZON COM INC (AMZN) at 11.2%
Trends by sector
Investment Adjustments from Previous Filing
Alapocas Investment Partners Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| AMZN AMAZON COM INC | 11.17% | $17,407,170 |
| GOOG ALPHABET INC | 9.21% | $14,352,394 |
| V VISA INC | 8.97% | $13,975,088 |
| ADBE ADOBE INC | 7.72% | $12,037,849 |
| AAPL APPLE INC | 7.60% | $11,843,568 |
| MCO MOODYS CORP | 6.53% | $10,185,086 |
| TJX TJX COS INC NEW | 6.38% | $9,946,811 |
| COST COSTCO WHSL CORP NEW | 5.87% | $9,155,361 |
| CPRT COPART INC | 5.72% | $8,916,559 |
| QLYS QUALYS INC | 4.69% | $7,308,658 |
| ALGN ALIGN TECHNOLOGY INC | 4.10% | $6,394,431 |
| TREX TREX CO INC | 3.79% | $5,911,160 |
| UNH UNITEDHEALTH GROUP INC | 2.95% | $4,597,517 |
| DHR DANAHER CORPORATION | 2.39% | $3,732,775 |
| MA MASTERCARD INCORPORATED | 1.50% | $2,333,175 |
| ADP AUTOMATIC DATA PROCESSING IN | 1.18% | $1,834,548 |
| AMT AMERICAN TOWER CORP NEW | 0.68% | $1,058,907 |
| GOOGL ALPHABET INC | 0.44% | $687,297 |