13F HOLDINGS REPORT
Alapocas Investment Partners, Inc.
Quarter ended Q2 2025 · Filed July 30, 2025 · Accession 0001085146-25-004310
Total Value
$155.9M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 79,344 | $17.4M | 11.17% |
| 2 | ALPHABET INC | GOOG | 80,909 | $14.4M | 9.21% |
| 3 | VISA INC | V | 39,361 | $14.0M | 8.97% |
| 4 | ADOBE INC | ADBE | 31,115 | $12.0M | 7.72% |
| 5 | APPLE INC | AAPL | 57,726 | $11.8M | 7.60% |
| 6 | MOODYS CORP | MCO | 20,306 | $10.2M | 6.53% |
| 7 | TJX COS INC NEW | 872540109 | 80,548 | $9.9M | 6.38% |
| 8 | FERRARI N V | RACE | 19,198 | $9.4M | 6.04% |
| 9 | COSTCO WHSL CORP NEW | 22160K105 | 9,248 | $9.2M | 5.87% |
| 10 | COPART INC | CPRT | 181,711 | $8.9M | 5.72% |
| 11 | QUALYS INC | QLYS | 51,156 | $7.3M | 4.69% |
| 12 | ALIGN TECHNOLOGY INC | ALGN | 33,774 | $6.4M | 4.10% |
| 13 | TREX CO INC | TREX | 108,701 | $5.9M | 3.79% |
| 14 | STELLANTIS N.V | STLA | 474,584 | $4.8M | 3.05% |
| 15 | UNITEDHEALTH GROUP INC | UNH | 14,737 | $4.6M | 2.95% |
| 16 | DANAHER CORPORATION | 235851102 | 18,896 | $3.7M | 2.39% |
| 17 | MASTERCARD INCORPORATED | MA | 4,152 | $2.3M | 1.50% |
| 18 | AUTOMATIC DATA PROCESSING IN | ADP | 5,949 | $1.8M | 1.18% |
| 19 | AMERICAN TOWER CORP NEW | 03027X100 | 4,791 | $1.1M | 0.68% |
| 20 | ALPHABET INC | GOOG | 3,900 | $687,297 | 0.44% |