Alapocas Investment Partners as of March 31, 2025
Portfolio Holdings for Alapocas Investment Partners
Alapocas Investment Partners holds 22 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.8 | $16M | 84k | 190.26 | |
| Visa Com Cl A (V) | 9.1 | $15M | 42k | 350.46 | |
| Apple (AAPL) | 8.3 | $14M | 61k | 222.13 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.0 | $13M | 84k | 156.23 | |
| Adobe Systems Incorporated (ADBE) | 7.3 | $12M | 31k | 383.53 | |
| Copart (CPRT) | 6.7 | $11M | 194k | 56.59 | |
| TJX Companies (TJX) | 6.4 | $11M | 87k | 121.80 | |
| Moody's Corporation (MCO) | 6.2 | $10M | 22k | 465.69 | |
| Costco Wholesale Corporation (COST) | 6.0 | $9.8M | 10k | 945.78 | |
| Ferrari Nv Ord (RACE) | 5.4 | $8.8M | 21k | 427.88 | |
| UnitedHealth (UNH) | 5.0 | $8.2M | 16k | 523.73 | |
| Qualys (QLYS) | 4.1 | $6.7M | 53k | 125.93 | |
| Trex Company (TREX) | 4.1 | $6.7M | 115k | 58.10 | |
| Align Technology (ALGN) | 3.5 | $5.7M | 36k | 158.86 | |
| Stellantis SHS (STLA) | 3.4 | $5.5M | 490k | 11.21 | |
| Danaher Corporation (DHR) | 2.6 | $4.2M | 20k | 205.00 | |
| Mastercard Incorporated Cl A (MA) | 1.4 | $2.3M | 4.2k | 548.12 | |
| Automatic Data Processing (ADP) | 1.3 | $2.1M | 7.0k | 305.53 | |
| American Tower Reit (AMT) | 0.8 | $1.3M | 5.8k | 217.60 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $835k | 5.4k | 154.64 | |
| Progressive Corporation (PGR) | 0.2 | $255k | 901.00 | 282.95 | |
| NVR (NVR) | 0.1 | $224k | 31.00 | 7211.90 |
