Alapocas Investment Partners, Inc.
13F Reported Value
ⓘ$102.4M
Holdings
25
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Alapocas Investment Partners, Inc. disclosed 25 positions worth $102.4M in its Form 13F-HR for Q2 2026, led by $GOOGL (Alphabet Inc.) at 16.3% of the equity portfolio, followed by $AMZN and $AAPL. During the quarter the fund opened 5 new positions and exited 0. The portfolio is most concentrated in Technology (38.9% 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 — Q2 2026
Click any card to unlockTop Holdings
- 78.2#57
Quality
$16.7M47,279 sh - 68.7#300
Quality
$13.0M54,372 sh - 76.4#84
Quality
$11.3M38,910 sh - 82.9
Quality
$10.3M29,902 sh - 68.7
Quality
$6.8M45,040 sh - 68.3
Quality
$5.9M43,215 sh - —
Quality
$5.0M13,426 sh - 79.1
Quality
$4.7M10,404 sh - 66.2
Quality
$4.7M5,000 sh - 58.9
Quality
$3.6M21,424 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOGL | 78.2#57 | $16.7M | 47,279 |
 AMAZON COM INC$AMZN | 68.7#300 | $13.0M | 54,372 |
 Apple Inc.$AAPL | 76.4#84 | $11.3M | 38,910 |
 VISA INC.$V | 82.9 | $10.3M | 29,902 |
 TJX COMPANIES INC /DE/$TJX | 68.7 | $6.8M | 45,040 |
 QUALYS, INC.$QLYS | 68.3 | $5.9M | 43,215 |
 Ferrari N.V.$RACE | — | $5.0M | 13,426 |
 MOODYS CORP /DE/$MCO | 79.1 | $4.7M | 10,404 |
 COSTCO WHOLESALE CORP /NEW$COST | 66.2 | $4.7M | 5,000 |
 ALIGN TECHNOLOGY INC$ALGN | 58.9 | $3.6M | 21,424 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Alapocas Investment Partners, Inc.'s 25 positions.
Showing top 10 of 25 holdings.
Sector Allocation
Technology
$39.8M
Consumer Discretionary
$30.6M
Financials
$18.0M
Industrials
$8.5M
Healthcare
$3.6M
Other
$1.3M
Real Estate
$556,138
Full Holdings — Alapocas Investment Partners, Inc. (Q2 2026)
All 25 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. | $16.7M | 16.3% | -36% | 78.2 |
| 2 | $AMZN | AMAZON COM INC | $13.0M | 12.7% | -27% | 68.7 |
| 3 | $AAPL | Apple Inc. | $11.3M | 11.0% | -27% | 76.4 |
| 4 | $V | VISA INC. | $10.3M | 10.0% | -18% | 82.9 |
| 5 | $TJX | TJX COMPANIES INC /DE/ | $6.8M | 6.7% | -40% | 68.7 |
| 6 | $QLYS | QUALYS, INC. | $5.9M | 5.8% | -26% | 68.3 |
| 7 | $RACE | Ferrari N.V. | $5.0M | 4.9% | -26% | — |
| 8 | $MCO | MOODYS CORP /DE/ | $4.7M | 4.6% | -26% | 79.1 |
| 9 | $COST | COSTCO WHOLESALE CORP /NEW | $4.7M | 4.6% | -27% | 66.2 |
| 10 | $ALGN | ALIGN TECHNOLOGY INC | $3.6M | 3.5% | -36% | 58.9 |
| 11 |  $TREX | TREX CO INC | $3.5M | 3.4% | -27% | 54.5 |
| 12 |  $CPRT | COPART INC | $3.4M | 3.3% | -30% | 69.1 |
| 13 |  $MA | Mastercard Inc | $2.8M | 2.7% | +28% | 85.1 |
| 14 |  $DPZ | DOMINOS PIZZA INC | $2.8M | 2.7% | -25% | 60.1 |
| 15 |  $DHR | DANAHER CORP /DE/ | $2.1M | 2.1% | -36% | 64.8 |
| 16 |  $GOOG | Alphabet Inc. | $1.4M | 1.4% | +0% | 78.2 |
| 17 |  $ADBE | ADOBE INC. | $1.2M | 1.2% | -78% | 77.6 |
| 18 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.2M | 1.1% | -1% | 69.8 |
| 19 |  $AMT | AMERICAN TOWER CORP /MA/ | $556,138 | 0.5% | -12% | 66.3 |
| 20 | — | ISHARES TR - CORE MSCI TOTAL | $330,656 | 0.3% | NEW | — |
| 21 | — | VANGUARD INDEX FDS - VALUE ETF | $303,576 | 0.3% | NEW | — |
| 22 |  $IVZ | Invesco Ltd. | $262,460 | 0.3% | NEW | — |
| 23 |  $SPY | SPDR S&P 500 ETF TRUST | $259,876 | 0.3% | +0% | — |
| 24 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $211,718 | 0.2% | NEW | — |
| 25 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $201,849 | 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.
Every holding in Alapocas Investment Partners, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.