Mezzasalma Advisors, LLC
CIK 1864916
13F filing for Q2 2026・No. 3,897
- Holdings
- US$498.33M
- Quarter change
- +US$106.97M
- Entries
- 171
- Net bought (estimate)
- +US$41.45M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 25
- Sold out 9
- Cut 53
- Added 79
- Corporate actions 0
- Unchanged 14
Largest holdings
171 stocks worth US$498.33M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCAP STK CL A | Cut | 82,214 | US$29.38M | 5.90% |
| TSLATeslaCOM | Cut | 66,526 | US$27.98M | 5.61% |
| AAPLAppleCOM | Cut | 93,718 | US$27.12M | 5.44% |
| NVDANvidiaCOM | Cut | 124,625 | US$24.94M | 5.00% |
| BEBLOOM ENERGY CORPCOM CL A | Added | 81,081 | US$24.54M | 4.93% |
| METAMetaCL A | Cut | 36,445 | US$20.53M | 4.12% |
| ANETARISTA NETWORKS INCCOM SHS | Added | 109,686 | US$18.63M | 3.74% |
| AMZNAmazonCOM | Cut | 67,452 | US$16.08M | 3.23% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 29,276 | US$14.65M | 2.94% |
| VVISA INCCOM CL A | Added | 38,092 | US$13.07M | 2.62% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.