§ 13F · FUND PROFILE
Mezzasalma Advisors, LLC.
AUM · $498M (13F)Positions · 171Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$48M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 82K | $29M | 5.9% | −4% |
| 2 | TSLA | TESLA INC | 67K | $28M | 5.6% | −1% |
| 3 | AAPL | APPLE INC | 94K | $27M | 5.4% | −2% |
| 4 | NVDA | NVIDIA CORPORATION | 125K | $25M | 5.0% | −8% |
| 5 | BE | BLOOM ENERGY CORP | 81K | $25M | 4.9% | +1% |
| 6 | META | META PLATFORMS INC | 36K | $21M | 4.1% | −1% |
| 7 | ANET | ARISTA NETWORKS INC | 110K | $19M | 3.7% | ±0% |
| 8 | AMZN | AMAZON COM INC | 67K | $16M | 3.2% | −1% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 29K | $15M | 2.9% | −1% |
| 10 | V | VISA INC | 38K | $13M | 2.6% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MEZZASALMA SIGNAL
AC read
Mezzasalma Advisors, LLC is a Other fund managing $498 million in assets. The fund runs a portfolio of 171 positions.
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