Alapocas Investment Partners is an investment fund managing more than $168 billion ran by David Lemons. There are currently 18 companies in Mr. Lemons’s portfolio. The largest investments include Amazon.com and Alphabet Inc, together worth $33.5 billion.
As of 2nd August 2024, Alapocas Investment Partners’s top holding is 86,919 shares of Amazon.com currently worth over $16.8 billion and making up 10.0% of the portfolio value.
Relative to the number of outstanding shares of Amazon.com, Alapocas Investment Partners owns more than approximately 0.1% of the company.
In addition, the fund holds 91,147 shares of Alphabet Inc worth $16.7 billion, whose value grew 9.1% in the past six months.
The third-largest holding is Apple Inc worth $15.1 billion and the next is Adobe Inc worth $14.7 billion, with 26,428 shares owned.
Currently, Alapocas Investment Partners's portfolio is worth at least $168 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Alapocas Investment Partners office and employees reside in Beverly, Massachusetts. According to the last 13-F report filed with the SEC, David Lemons serves as the President at Alapocas Investment Partners.
In the most recent 13F filing, Alapocas Investment Partners revealed that it had increased its stake in
Adobe Inc and bought 139 additional shares worth around $74 thousand.
This means they effectively own approximately 0.1% of the company.
Adobe Inc makes up
46.8%
of the fund's Technology sector allocation and has grown its share price by 3.2% in the past year.
On the other hand, David Lemons disclosed a decreased stake in Amazon.com by approximately 0.1%.
This leaves the value of the investment at $16.8 billion and 86,919 shares.
The two most similar investment funds to Alapocas Investment Partners are Lumature Wealth Partners and Grand Wealth Management. They manage $168 billion and $168 billion respectively.
Alapocas Investment Partners’s portfolio is diversified across 7 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 36.7% of
the total portfolio value.
The fund focuses on investments in the United States as
66.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
72% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $364 billion.
These positions were updated on August 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Amazon.com Inc. |
2.63%
86,919
|
$16,797,097,000 | 9.98% |
| Alphabet Inc |
4.04%
91,147
|
$16,711,274,000 | 9.93% |
| Apple Inc |
1.47%
71,614
|
$15,083,326,000 | 8.96% |
| Adobe Inc |
0.53%
26,428
|
$14,681,811,000 | 8.73% |
| Visa Inc |
1.26%
43,285
|
$11,361,014,000 | 6.75% |
| Copart, Inc. |
1.03%
199,787
|
$10,820,464,000 | 6.43% |
| Costco Whsl Corp New |
4.23%
12,317
|
$10,469,327,000 | 6.22% |
| Stellantis N.V |
0.43%
504,623
|
$10,016,758,000 | 5.95% |
| Tjx Cos Inc New |
0.24%
89,029
|
$9,802,093,000 | 5.83% |
| Moodys Corp |
0.42%
22,643
|
$9,531,118,000 | 5.66% |
| TREX Co., Inc. |
0.09%
118,762
|
$8,802,639,000 | 5.23% |
| Ferrari N.V. |
1.06%
21,370
|
$8,726,867,000 | 5.19% |
| Unitedhealth Group Inc |
4.38%
15,980
|
$8,138,046,000 | 4.84% |
| American Tower Corp. |
0.03%
35,170
|
$6,836,345,000 | 4.06% |
| Danaher Corp. |
1.45%
26,358
|
$6,585,546,000 | 3.91% |
| Mastercard Incorporated |
No change
4,352
|
$1,919,928,000 | 1.14% |
| Automatic Data Processing In |
0.16%
7,309
|
$1,744,585,000 | 1.04% |
| NVR Inc. |
No change
31
|
$234,191,000 | 0.14% |
| No transactions found | |||
| Showing first 500 out of 18 holdings | |||