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MEZZASALMA ADVISORS, LLC 13F portfolio summary

MEZZASALMA ADVISORS, LLC of MEZZASALMA ADVISORS, LLC has 171 current stock holdings with a reported portfolio value of $498.3M. The portfolio 1 year return is +29.74%. Top holdings include GOOGL (5.90%), TSLA (5.61%), AAPL (5.44%), NVDA (5.00%), BE (4.93%).

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MEZZASALMA ADVISORS, LLC

MEZZASALMA ADVISORS, LLC
Latest filing: 2026-06-30

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%.

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Top 5 Holdings
GOOGL5.9%
TSLA5.6%
AAPL5.4%
NVDA5.0%
BE4.9%
Top 5: 26.9%
Portfolio Returns
1 Year
+29.74%
#372/1000
3 Year
+96.19%
#271/1000
5 Year
+70.43%
#544/1000

Portfolio Value

$498.33M

Alpha Score

64.8

#386 of 1000

Holdings

171

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171 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter 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