Alapocas Investment Partners as of Sept. 30, 2025
Portfolio Holdings for Alapocas Investment Partners
Alapocas Investment Partners holds 19 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 13.1 | $19M | 79k | 243.55 | |
| Amazon (AMZN) | 11.7 | $17M | 78k | 219.57 | |
| Apple (AAPL) | 9.8 | $14M | 56k | 254.63 | |
| Visa Com Cl A (V) | 9.0 | $13M | 38k | 341.38 | |
| TJX Companies (TJX) | 7.8 | $11M | 79k | 144.54 | |
| Adobe Systems Incorporated (ADBE) | 7.4 | $11M | 30k | 352.75 | |
| Ferrari Nv Ord (RACE) | 6.2 | $9.1M | 19k | 485.22 | |
| Copart (CPRT) | 5.5 | $8.0M | 178k | 44.97 | |
| Moody's Corporation (MCO) | 4.7 | $6.9M | 14k | 476.48 | |
| Qualys (QLYS) | 4.5 | $6.6M | 50k | 132.33 | |
| Costco Wholesale Corporation (COST) | 4.5 | $6.6M | 7.1k | 925.63 | |
| Trex Company (TREX) | 3.8 | $5.5M | 106k | 51.67 | |
| Stellantis SHS (STLA) | 3.0 | $4.3M | 462k | 9.34 | |
| Danaher Corporation (DHR) | 2.5 | $3.7M | 19k | 198.26 | |
| Align Technology (ALGN) | 2.5 | $3.6M | 29k | 125.22 | |
| Mastercard Incorporated Cl A (MA) | 1.6 | $2.4M | 4.1k | 568.81 | |
| Automatic Data Processing (ADP) | 1.1 | $1.7M | 5.7k | 293.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $948k | 3.9k | 243.10 | |
| American Tower Reit (AMT) | 0.6 | $811k | 4.2k | 192.32 |
