Alapocas Investment Partners as of June 30, 2025
Portfolio Holdings for Alapocas Investment Partners
Alapocas Investment Partners holds 20 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 11.2 | $17M | 79k | 219.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.2 | $14M | 81k | 177.39 | |
| Visa Com Cl A (V) | 9.0 | $14M | 39k | 355.05 | |
| Adobe Systems Incorporated (ADBE) | 7.7 | $12M | 31k | 386.88 | |
| Apple (AAPL) | 7.6 | $12M | 58k | 205.17 | |
| Moody's Corporation (MCO) | 6.5 | $10M | 20k | 501.58 | |
| TJX Companies (TJX) | 6.4 | $9.9M | 81k | 123.49 | |
| Ferrari Nv Ord (RACE) | 6.0 | $9.4M | 19k | 490.74 | |
| Costco Wholesale Corporation (COST) | 5.9 | $9.2M | 9.2k | 989.98 | |
| Copart (CPRT) | 5.7 | $8.9M | 182k | 49.07 | |
| Qualys (QLYS) | 4.7 | $7.3M | 51k | 142.87 | |
| Align Technology (ALGN) | 4.1 | $6.4M | 34k | 189.33 | |
| Trex Company (TREX) | 3.8 | $5.9M | 109k | 54.38 | |
| Stellantis SHS (STLA) | 3.1 | $4.8M | 475k | 10.03 | |
| UnitedHealth (UNH) | 2.9 | $4.6M | 15k | 311.97 | |
| Danaher Corporation (DHR) | 2.4 | $3.7M | 19k | 197.54 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $2.3M | 4.2k | 561.94 | |
| Automatic Data Processing (ADP) | 1.2 | $1.8M | 5.9k | 308.38 | |
| American Tower Reit (AMT) | 0.7 | $1.1M | 4.8k | 221.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $687k | 3.9k | 176.23 |
