Mezzasalma Advisors, LLC: 13F holdings
CIK 18649162026Q2
| Positions | 171 |
|---|
| Reported value | $498.3m |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 171 (+16 vs prior quarter) |
|---|
| Reported value | $498.3m (+27.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 82,214 | $29.4m | 5.9% |
| TSLA TESLA INC | 66,526 | $28.0m | 5.6% |
| AAPL APPLE INC | 93,718 | $27.1m | 5.4% |
| NVDA NVIDIA CORPORATION | 124,625 | $24.9m | 5.0% |
| BE BLOOM ENERGY CORP | 81,081 | $24.5m | 4.9% |
| META META PLATFORMS INC | 36,445 | $20.5m | 4.1% |
| ANET ARISTA NETWORKS INC | 109,686 | $18.6m | 3.7% |
| AMZN AMAZON COM INC | 67,452 | $16.1m | 3.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 29,276 | $14.6m | 2.9% |
| V VISA INC | 38,092 | $13.1m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1864916")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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