Alapocas Investment Partners as of June 30, 2024
Portfolio Holdings for Alapocas Investment Partners
Alapocas Investment Partners holds 19 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 10.0 | $17M | 87k | 193.25 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.3 | $16M | 86k | 183.42 | |
| Apple (AAPL) | 9.0 | $15M | 72k | 210.62 | |
| Adobe Systems Incorporated (ADBE) | 8.7 | $15M | 26k | 555.54 | |
| Visa Com Cl A (V) | 6.8 | $11M | 43k | 262.47 | |
| Copart (CPRT) | 6.4 | $11M | 200k | 54.16 | |
| Costco Wholesale Corporation (COST) | 6.2 | $11M | 12k | 849.99 | |
| Stellantis SHS (STLA) | 6.0 | $10M | 505k | 19.85 | |
| TJX Companies (TJX) | 5.8 | $9.8M | 89k | 110.10 | |
| Moody's Corporation (MCO) | 5.7 | $9.5M | 23k | 420.93 | |
| Trex Company (TREX) | 5.2 | $8.8M | 119k | 74.12 | |
| Ferrari Nv Ord (RACE) | 5.2 | $8.7M | 21k | 408.37 | |
| UnitedHealth (UNH) | 4.8 | $8.1M | 16k | 509.26 | |
| American Tower Reit (AMT) | 4.1 | $6.8M | 35k | 194.38 | |
| Danaher Corporation (DHR) | 3.9 | $6.6M | 26k | 249.85 | |
| Mastercard Incorporated Cl A (MA) | 1.1 | $1.9M | 4.4k | 441.16 | |
| Automatic Data Processing (ADP) | 1.0 | $1.7M | 7.3k | 238.69 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $991k | 5.4k | 182.15 | |
| NVR (NVR) | 0.1 | $234k | 31.00 | 7554.55 |
