MEZZASALMA ADVISORS, LLC
MEZZASALMA ADVISORS, LLC runs MEZZASALMA ADVISORS, LLC and currently holds 171 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $498.33M. Their top holdings are GOOGL, TSLA, AAPL, NVDA, BE. The top five represent 26.9% of reported portfolio weight. MEZZASALMA ADVISORS, LLC ranks #386 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MEZZASALMA ADVISORS, LLC initiated 11 new positions. They added to 57 existing positions. They trimmed 27 positions. Their current best-performing preview position is MU with returns of +241.67%.
171 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
GOOGL ALPHABET INC | 5.90% | $94.56 | $344.82 | +264.66% | Trimmed -3.76% |
TSLA TESLA INC | 5.61% | $237.83 | $362.86 | +52.57% | Trimmed -1.10% |
AAPL APPLE INC | 5.44% | $154.17 | $309.35 | +100.66% | Trimmed -1.79% |
NVDA NVIDIA CORPORATION | 5.00% | $55.76 | $214.76 | +285.15% | Trimmed -7.51% |
BE BLOOM ENERGY CORP | 4.93% | $54.81 | $201.42 | +267.49% | Added +0.82% |
META META PLATFORMS INC | 4.12% | $245.77 | $549.90 | +123.75% | Trimmed -0.61% |
ANET ARISTA NETWORKS INC | 3.74% | $110.97 | $188.67 | +70.02% | Added +0.25% |
AMZN AMAZON COM INC | 3.23% | $167.61 | $258.63 | +54.30% | Trimmed -0.73% |
BRK-B BERKSHIRE HATHAWAY INC DEL | 2.94% | $305.12 | $495.77 | +62.48% | Trimmed -0.65% |
V VISA INC | 2.62% | $240.43 | $371.13 | +54.36% | Added +2.56% |
Showing 1-10 of 171