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Mezzasalma Advisors, LLC
hedge fundUpdated 31 days agoManaged by Mezzasalma Advisors, Llc • Latest filing Q2 2026
Portfolio value
$498.3M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
40.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $141.4M |
| Q2 2023 | $164.9M |
| Q3 2023 | $162.2M |
| Q4 2023 | $183.4M |
| Q1 2024 | $211.4M |
| Q2 2024 | $233.2M |
| Q3 2024 | $253.6M |
| Q4 2024 | $310M |
| Q1 2025 | $289.3M |
| Q2 2025 | $333.1M |
| Q3 2025 | $390.7M |
| Q4 2025 | $416.3M |
| Q1 2026 | $391.4M |
| Q2 2026 | $498.3M |
Top holdings
171 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $29.4M | 82.2K | 5.90% | — |
| 2 | T TSLA TESLA INC | $28M | 66.5K | 5.61% | — |
| 3 | A AAPL APPLE INC | $27.1M | 93.7K | 5.44% | — |
| 4 | N NVDA NVIDIA CORPORATION | $24.9M | 124.6K | 5.00% | — |
| 5 | B BE BLOOM ENERGY CORP | $24.5M | 81.1K | 4.93% | — |
| 6 | M META META PLATFORMS INC | $20.5M | 36.4K | 4.12% | — |
| 7 | A ANET ARISTA NETWORKS INC | $18.6M | 109.7K | 3.74% | — |
| 8 | A AMZN AMAZON COM INC | $16.1M | 67.5K | 3.23% | — |
| 9 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $14.6M | 29.3K | 2.94% | — |
| 10 | V V VISA INC | $13.1M | 38.1K | 2.62% | — |
| 11 | E EME EMCOR GROUP INC | $11.1M | 13.4K | 2.23% | — |
| 12 | M MU MICRON TECHNOLOGY INC | $10.4M | 9.0K | 2.09% | — |
| 13 | V VRT VERTIV HOLDINGS CO | $9.2M | 27.5K | 1.85% | — |
| 14 | C CRS CARPENTER TECHNOLOGY CORP | $8.9M | 14.5K | 1.79% | — |
| 15 | M MSFT MICROSOFT CORP | $8.9M | 23.9K | 1.79% | — |
| 16 | R RCL ROYAL CARIBBEAN GROUP | $7.8M | 24.5K | 1.56% | — |
| 17 | A AMD ADVANCED MICRO DEVICES INC | $7M | 12.1K | 1.41% | — |
| 18 | S STT-PG SELECT SECTOR SPDR TR | $7M | 52.5K | 1.40% | — |
| 19 | H HODL VANECK ETF TRUST | $6.8M | 22.1K | 1.36% | — |
| 20 | N NFLX NETFLIX INC. | $6.2M | 86.5K | 1.24% | — |