13F HOLDINGS REPORT
Alapocas Investment Partners, Inc.
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001085146-23-002260
Total Value
$120.8M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 72,155 | $11.9M | 9.85% |
| 2 | ALPHABET INC | GOOG | 89,097 | $9.3M | 7.67% |
| 3 | VISA INC | V | 40,294 | $9.1M | 7.52% |
| 4 | AMAZON COM INC | AMZN | 87,692 | $9.1M | 7.50% |
| 5 | STELLANTIS N.V | STLA | 483,744 | $8.8M | 7.28% |
| 6 | COPART INC | CPRT | 111,826 | $8.4M | 6.96% |
| 7 | ADOBE SYSTEMS INCORPORATED | ADBE | 21,052 | $8.1M | 6.71% |
| 8 | COSTCO WHSL CORP NEW | 22160K105 | 14,255 | $7.1M | 5.86% |
| 9 | MOODYS CORP | MCO | 22,268 | $6.8M | 5.64% |
| 10 | UNITEDHEALTH GROUP INC | UNH | 14,259 | $6.7M | 5.58% |
| 11 | TJX COS INC NEW | 872540109 | 84,909 | $6.7M | 5.51% |
| 12 | TREX CO INC | TREX | 136,238 | $6.6M | 5.49% |
| 13 | AMERICAN TOWER CORP NEW | 03027X100 | 31,577 | $6.5M | 5.34% |
| 14 | DANAHER CORPORATION | 235851102 | 24,637 | $6.2M | 5.14% |
| 15 | FERRARI N V | RACE | 21,458 | $5.8M | 4.81% |
| 16 | AUTOMATIC DATA PROCESSING IN | ADP | 7,686 | $1.7M | 1.42% |
| 17 | MASTERCARD INCORPORATED | MA | 4,358 | $1.6M | 1.31% |
| 18 | ALPHABET INC | GOOG | 3,940 | $408,696 | 0.34% |
| 19 | MICROSOFT CORP | MSFT | 335 | $96,581 | 0.08% |
| 20 | APPLIED MATLS INC | 038222105 | 155 | $19,039 | 0.02% |