Alapocas Investment Partners, Inc.
13F Reported Value
ⓘ$132.1M
Holdings
20
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Alapocas Investment Partners, Inc. disclosed 20 positions worth $132.1M in its Form 13F-HR for Q1 2026, led by $GOOGL (Alphabet Inc.) at 16.1% of the equity portfolio, followed by $AMZN and $AAPL. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $SPY and a full exit from $STLA. The portfolio is most concentrated in Technology (39.4% of disclosed assets). All figures are sourced directly from Alapocas Investment Partners, Inc.’s Form 13F-HR filing with the SEC under CIK 1908423.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 80.2#45
Quality
$21.2M73,918 sh - 74.6#152
Quality
$15.6M74,854 sh - 76.1#112
Quality
$13.5M53,271 sh - 70.7
Quality
$12.0M75,045 sh - 83.5
Quality
$11.1M36,636 sh - 67.0
Quality
$6.8M6,870 sh - 80.4
Quality
$6.7M27,538 sh - —
Quality
$6.1M18,085 sh - 81.3
Quality
$6.1M13,975 sh - 74.9
Quality
$5.7M172,326 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOGL | 80.2#45 | $21.2M | 73,918 |
 AMAZON COM INC$AMZN | 74.6#152 | $15.6M | 74,854 |
 Apple Inc.$AAPL | 76.1#112 | $13.5M | 53,271 |
 TJX COMPANIES INC /DE/$TJX | 70.7 | $12.0M | 75,045 |
 VISA INC.$V | 83.5 | $11.1M | 36,636 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $6.8M | 6,870 |
 ADOBE INC.$ADBE | 80.4 | $6.7M | 27,538 |
 Ferrari N.V.$RACE | — | $6.1M | 18,085 |
 MOODYS CORP /DE/$MCO | 81.3 | $6.1M | 13,975 |
 COPART INC$CPRT | 74.9 | $5.7M | 172,326 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Alapocas Investment Partners, Inc.'s 20 positions.
Showing top 10 of 20 holdings.
Sector Allocation
Technology
$52.0M
Consumer Discretionary
$44.6M
Financials
$19.3M
Industrials
$9.6M
Healthcare
$5.7M
Real Estate
$668,920
Other
$226,318
Full Holdings — Alapocas Investment Partners, Inc. (Q1 2026)
All 20 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOGL | Alphabet Inc. | $21.2M | 16.1% | -1% | 80.2 |
| 2 | $AMZN | AMAZON COM INC | $15.6M | 11.8% | -1% | 74.6 |
| 3 | $AAPL | Apple Inc. | $13.5M | 10.2% | -2% | 76.1 |
| 4 | $TJX | TJX COMPANIES INC /DE/ | $12.0M | 9.1% | -2% | 70.7 |
| 5 | $V | VISA INC. | $11.1M | 8.4% | -1% | 83.5 |
| 6 | $COST | COSTCO WHOLESALE CORP /NEW | $6.8M | 5.2% | -2% | 67 |
| 7 | $ADBE | ADOBE INC. | $6.7M | 5.1% | +5% | 80.4 |
| 8 | $RACE | Ferrari N.V. | $6.1M | 4.6% | -1% | — |
| 9 | $MCO | MOODYS CORP /DE/ | $6.1M | 4.6% | -1% | 81.3 |
| 10 | $CPRT | COPART INC | $5.7M | 4.3% | -1% | 74.9 |
| 11 |  $ALGN | ALIGN TECHNOLOGY INC | $5.7M | 4.3% | +22% | 58.2 |
| 12 |  $QLYS | QUALYS, INC. | $5.1M | 3.9% | +19% | 73.4 |
| 13 |  $DPZ | DOMINOS PIZZA INC | $4.5M | 3.4% | +18% | 69.8 |
| 14 |  $TREX | TREX CO INC | $3.5M | 2.6% | -1% | 60.1 |
| 15 |  $DHR | DANAHER CORP /DE/ | $3.3M | 2.5% | -2% | 63.9 |
| 16 |  $MA | Mastercard Inc | $2.1M | 1.6% | +3% | 81.7 |
| 17 |  $GOOG | Alphabet Inc. | $1.1M | 0.8% | +0% | 80.2 |
| 18 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.1M | 0.8% | -2% | 77.9 |
| 19 |  $AMT | AMERICAN TOWER CORP /MA/ | $668,920 | 0.5% | +0% | 69.8 |
| 20 |  $SPY | SPDR S&P 500 ETF TRUST | $226,318 | 0.2% | NEW | — |
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AI-Powered Hedge Fund Analysis: Alapocas Investment Partners, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Alapocas Investment Partners, Inc. (SEC CIK: 1908423), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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