Filed: 8/10/2026ACC: 0001864916-26-000003
📋 What this filing means
MEZZASALMA ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 171 equity positions with a total reported market value of $498.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
171
Positions
$498.33M
Total AUM (reported)
3.84M
Total Shares
Allocation by class
COM$224.29M45.0%
COM CL A$46.83M9.4%
CAP STK CL A$29.38M5.9%
CL A$25.61M5.1%
COM SHS$18.63M3.7%
CL B NEW$14.65M2.9%
ST STR TECHN ETF$6.96M1.4%
Portfolio Concentration
Top 3$84.48M17.0%
4–10$132.44M26.6%
11–25$112.64M22.6%
Rest$168.77M33.9%
Top 3 weight
17.0%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 3.84M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.84M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole171
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings171
Rows:
ALPHABET INC
SOLEShares82.21K
TypeSH
Market value$29.38M
5.90%
Sole
0.00
Shared
0.00
None
82.21K
TESLA INC
SOLEShares66.53K
TypeSH
Market value$27.98M
5.61%
Sole
0.00
Shared
0.00
None
66.53K
APPLE INC
SOLEShares93.72K
TypeSH
Market value$27.12M
5.44%
Sole
0.00
Shared
0.00
None
93.72K
NVIDIA CORPORATION
SOLEShares124.63K
TypeSH
Market value$24.94M
5.00%
Sole
0.00
Shared
0.00
None
124.63K
BLOOM ENERGY CORP
SOLEShares81.08K
TypeSH
Market value$24.54M
4.93%
Sole
0.00
Shared
0.00
None
81.08K
META PLATFORMS INC
SOLEShares36.45K
TypeSH
Market value$20.53M
4.12%
Sole
0.00
Shared
0.00
None
36.45K
ARISTA NETWORKS INC
SOLEShares109.69K
TypeSH
Market value$18.63M
3.74%
Sole
0.00
Shared
0.00
None
109.69K
AMAZON COM INC
SOLEShares67.45K
TypeSH
Market value$16.08M
3.23%
Sole
0.00
Shared
0.00
None
67.45K
BERKSHIRE HATHAWAY INC DEL
SOLEShares29.28K
TypeSH
Market value$14.65M
2.94%
Sole
0.00
Shared
0.00
None
29.28K
VISA INC
SOLEShares38.09K
TypeSH
Market value$13.07M
2.62%
Sole
0.00
Shared
0.00
None
38.09K
EMCOR GROUP INC
SOLEShares13.36K
TypeSH
Market value$11.09M
2.23%
Sole
0.00
Shared
0.00
None
13.36K
MICRON TECHNOLOGY INC
SOLEShares9.02K
TypeSH
Market value$10.42M
2.09%
Sole
0.00
Shared
0.00
None
9.02K
VERTIV HOLDINGS CO
SOLEShares27.52K
TypeSH
Market value$9.22M
1.85%
Sole
0.00
Shared
0.00
None
27.52K
CARPENTER TECHNOLOGY CORP
SOLEShares14.48K
TypeSH
Market value$8.93M
1.79%
Sole
0.00
Shared
0.00
None
14.48K
MICROSOFT CORP
SOLEShares23.85K
TypeSH
Market value$8.90M
1.79%
Sole
0.00
Shared
0.00
None
23.85K
ROYAL CARIBBEAN GROUP
SOLEShares24.53K
TypeSH
Market value$7.79M
1.56%
Sole
0.00
Shared
0.00
None
24.53K
ADVANCED MICRO DEVICES INC
SOLEShares12.08K
TypeSH
Market value$7.02M
1.41%
Sole
0.00
Shared
0.00
None
12.08K
SELECT SECTOR SPDR TR
SOLEShares52.45K
TypeSH
Market value$6.96M
1.40%
Sole
0.00
Shared
0.00
None
52.45K
VANECK ETF TRUST
SOLEShares22.09K
TypeSH
Market value$6.75M
1.36%
Sole
0.00
Shared
0.00
None
22.09K
NETFLIX INC.
SOLEShares86.49K
TypeSH
Market value$6.18M
1.24%
Sole
0.00
Shared
0.00
None
86.49K
INVESCO EXCHANGE TRADED FD T
SOLEShares28.61K
TypeSH
Market value$6.09M
1.22%
Sole
0.00
Shared
0.00
None
28.61K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares12.43K
TypeSH
Market value$5.94M
1.19%
Sole
0.00
Shared
0.00
None
12.43K
SPDR SERIES TRUST
SOLEShares233.38K
TypeSH
Market value$5.84M
1.17%
Sole
0.00
Shared
0.00
None
233.38K
ISHARES TR
SOLEShares32.47K
TypeSH
Market value$5.82M
1.17%
Sole
0.00
Shared
0.00
None
32.47K
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares5.92K
TypeSH
Market value$5.72M
1.15%
Sole
0.00
Shared
0.00
None
5.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 82.21K | SH | $29.38M 5.90% | 0.00 | 0.00 | 82.21K |
TESLA INCSOLE | COM | 66.53K | SH | $27.98M 5.61% | 0.00 | 0.00 | 66.53K |
APPLE INCSOLE | COM | 93.72K | SH | $27.12M 5.44% | 0.00 | 0.00 | 93.72K |
NVIDIA CORPORATIONSOLE | COM | 124.63K | SH | $24.94M 5.00% | 0.00 | 0.00 | 124.63K |
BLOOM ENERGY CORPSOLE | COM CL A | 81.08K | SH | $24.54M 4.93% | 0.00 | 0.00 | 81.08K |
META PLATFORMS INCSOLE | CL A | 36.45K | SH | $20.53M 4.12% | 0.00 | 0.00 | 36.45K |
ARISTA NETWORKS INCSOLE | COM SHS | 109.69K | SH | $18.63M 3.74% | 0.00 | 0.00 | 109.69K |
AMAZON COM INCSOLE | COM | 67.45K | SH | $16.08M 3.23% | 0.00 | 0.00 | 67.45K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 29.28K | SH | $14.65M 2.94% | 0.00 | 0.00 | 29.28K |
VISA INCSOLE | COM CL A | 38.09K | SH | $13.07M 2.62% | 0.00 | 0.00 | 38.09K |
EMCOR GROUP INCSOLE | COM | 13.36K | SH | $11.09M 2.23% | 0.00 | 0.00 | 13.36K |
MICRON TECHNOLOGY INCSOLE | COM | 9.02K | SH | $10.42M 2.09% | 0.00 | 0.00 | 9.02K |
VERTIV HOLDINGS COSOLE | COM CL A | 27.52K | SH | $9.22M 1.85% | 0.00 | 0.00 | 27.52K |
CARPENTER TECHNOLOGY CORPSOLE | COM | 14.48K | SH | $8.93M 1.79% | 0.00 | 0.00 | 14.48K |
MICROSOFT CORPSOLE | COM | 23.85K | SH | $8.90M 1.79% | 0.00 | 0.00 | 23.85K |
ROYAL CARIBBEAN GROUPSOLE | COM | 24.53K | SH | $7.79M 1.56% | 0.00 | 0.00 | 24.53K |
ADVANCED MICRO DEVICES INCSOLE | COM | 12.08K | SH | $7.02M 1.41% | 0.00 | 0.00 | 12.08K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 52.45K | SH | $6.96M 1.40% | 0.00 | 0.00 | 52.45K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 22.09K | SH | $6.75M 1.36% | 0.00 | 0.00 | 22.09K |
NETFLIX INC.SOLE | COM | 86.49K | SH | $6.18M 1.24% | 0.00 | 0.00 | 86.49K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 28.61K | SH | $6.09M 1.22% | 0.00 | 0.00 | 28.61K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 12.43K | SH | $5.94M 1.19% | 0.00 | 0.00 | 12.43K |
SPDR SERIES TRUSTSOLE | ST TERM HIGH ETF | 233.38K | SH | $5.84M 1.17% | 0.00 | 0.00 | 233.38K |
ISHARES TRSOLE | RUS TP200 GR ETF | 32.47K | SH | $5.82M 1.17% | 0.00 | 0.00 | 32.47K |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 5.92K | SH | $5.72M 1.15% | 0.00 | 0.00 | 5.92K |
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