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Mezzasalma Advisors, LLC

hedge fundUpdated 22 days ago

Managed by Mezzasalma Advisors, Llc • Latest filing Q3 2026

Portfolio value
$493.4M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
26.3%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$390.7M
Q4 2025$416.3M
Q1 2026$391.4M
Q2 2026$498.3M
Q3 2026$493.4M

Top holdings

159 positions as of Q3 2026

View filing
A

APPLE INC

+0.1%
Value
$31.3M
Shares
93.9K
% Port
6.33%
N

NVIDIA CORPORATION

-1.3%
Value
$28.1M
Shares
123.1K
% Port
5.70%
G

ALPHABET INC

-1.4%
Value
$27.9M
Shares
81.1K
% Port
5.65%
M

META PLATFORMS INC

-0.5%
Value
$26.3M
Shares
36.3K
% Port
5.33%
T

TESLA INC

+10.7%
Value
$26M
Shares
73.6K
% Port
5.27%
B

BLOOM ENERGY CORP

-0.8%
Value
$22.3M
Shares
80.5K
% Port
4.52%
A

ARISTA NETWORKS INC

-1.8%
Value
$21.9M
Shares
107.7K
% Port
4.45%
A

AMAZON COM INC

+1.2%
Value
$17M
Shares
68.2K
% Port
3.45%
B

BERKSHIRE HATHAWAY INC DEL

-2.9%
Value
$14.2M
Shares
28.4K
% Port
2.87%
V

VISA INC

-3.1%
Value
$13.3M
Shares
36.9K
% Port
2.69%
M

MICROSOFT CORP

-0.5%
Value
$12.2M
Shares
23.7K
% Port
2.47%
E

EMCOR GROUP INC

-1.5%
Value
$9.9M
Shares
13.2K
% Port
2.01%
A

ADVANCED MICRO DEVICES INC

+15.1%
Value
$8.5M
Shares
13.9K
% Port
1.72%
S

SPACE EXPLORATION TECHN CORP

+206.3%
Value
$8.5M
Shares
56.1K
% Port
1.72%
M

MICRON TECHNOLOGY INC

-19.2%
Value
$7.8M
Shares
7.3K
% Port
1.57%
T

TAIWAN SEMICONDUCTOR MANUFAC

+23.9%
Value
$7M
Shares
15.4K
% Port
1.42%
V

VERTIV HOLDINGS CO

+2.8%
Value
$6.8M
Shares
28.3K
% Port
1.38%
X

EXXONMOBIL HOLDINGS CORP

Value
$6.7M
Shares
41.1K
% Port
1.35%
C

COSTCO WHOLESALE CORPORATION

+14.3%
Value
$6.2M
Shares
6.8K
% Port
1.26%
S

SELECT SECTOR SPDR TR

-8.5%
Value
$6.2M
Shares
48.0K
% Port
1.26%

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