Mezzasalma Advisors, LLC
•CIK: 1864916•Filing: Q4 2025
**Mezzasalma Advisors, LLC** manages $416M across a concentrated portfolio of 161 positions. The fund exhibits significant exposure to mega-cap technology leaders, with top holdings including TSLA ($29.3M), GOOGL ($27.3M), and NVDA ($25.5M). Further allocations are notable in AAPL ($25.4M), META ($23.5M), and AMZN ($14.9M). This structure suggests a high-conviction, growth-oriented mandate focused on market leaders.
Total AUM
$416.2M
+ $34.1K in options
QoQ Performance
+6.5%
Positions
121
+ 1 option
Top 10 Concentration
47.4%
Latest Filing
Q4 2025
Top Holdings Allocation
TSLA
GOOGL
NVDA
AAPL
META
TSLA7.0%
GOOGL6.6%
NVDA6.1%
AAPL6.1%
META5.7%
AMZN3.6%
ANET3.4%
BRK/B3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.9%
Technology27.7%
Consumer13.8%
Financial9.0%
ETF1.8%
Communication1.8%
Healthcare1.3%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW11 new positions
↑92 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023