MEZZASALMA ADVISORS, LLC 13F Portfolio
MEZZASALMA ADVISORS, LLC runs MEZZASALMA ADVISORS, LLC and currently holds 171 stock positions, which is fewer than the average of 231 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 #385 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%.
Portfolio Value
$498.33M
Alpha Score
64.8
#385 of 1000
Holdings
171
MEZZASALMA ADVISORS, LLC Current 13F Holdings
Reported holdings from MEZZASALMA ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
171 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOGL ALPHABET INC | 5.90% | $94.56 | $351.66 | +271.89% | Trimmed -3.76% |
 TSLA TESLA INC | 5.61% | $237.83 | $382.70 | +60.91% | Trimmed -1.10% |
 AAPL APPLE INC | 5.44% | $154.17 | $336.68 | +118.38% | Trimmed -1.79% |
 NVDA NVIDIA CORPORATION | 5.00% | $55.76 | $229.28 | +311.19% | Trimmed -7.51% |
 BE BLOOM ENERGY CORP | 4.93% | $54.81 | $280.18 | +411.18% | Added +0.82% |
 META META PLATFORMS INC | 4.12% | $245.77 | $718.67 | +192.42% | Trimmed -0.61% |
 ANET ARISTA NETWORKS INC | 3.74% | $110.97 | $216.71 | +95.29% | Added +0.25% |
 AMZN AMAZON COM INC | 3.23% | $167.61 | $262.43 | +56.57% | Trimmed -0.73% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 2.94% | $305.12 | $515.44 | +68.93% | Trimmed -0.65% |
 V VISA INC | 2.62% | $240.43 | $385.51 | +60.34% | Added +2.56% |
Showing 1-10 of 171