Mezzasalma Advisors, LLC
SEC Form 13F institutional filer · CIK 0001864916
13F-HR · 74 reported holdings · 2026-03-31
Reported long-US-equity value
$0.32B
Top-10 concentration
57.6%
Mezzasalma Advisors, LLC — $317M AUM allocation strategy
Mezzasalma Advisors, LLC files SEC Form 13F and reports $317M of long US equity value across 74 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.1%, followed by Communication Services 16.9% and Consumer Discretionary 14.7%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Mezzasalma Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$317M
total across 74 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$ECHO +5.26K sh · +$686K+$NFLX +3.91K sh · +$785K+$PLTR +3.39K sh · +$78K
Biggest trims (shares)
−$CRWD −3.34K sh · −$1.71M−$LLY −2.85K sh · −$3.38M−$GOOG −1.22K sh · −$2.74M
Exited to nil (held last quarter, gone now)
$ALL ($4.88M last qtr)$HOOD ($2.66M last qtr)$XLU ($2.53M last qtr)$MO ($235K last qtr)$XLY ($220K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services14.3%—
- Automobile Manufacturers7.9%—
- Technology Hardware, Storage & Peripherals7.6%—
- Semiconductors7.4%—
- Broadline Retail4.5%—
- Multi-Sector Holdings4.5%—
- Communications Equipment4.3%—
- Transaction & Payment Processing Services3.5%—
- Other holdings45.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $TSLA | Tesla Inc | 67.3K | $25M | +352 | 7.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 85.4K | $24.6M | -1.22K | 7.8% |
| $AAPL | Apple Inc | 95.4K | $24.2M | +1.64K | 7.6% |
| $NVDA | NVIDIA Corporation | 135K | $23.5M | -102 | 7.4% |
| $META | Meta Platforms Inc | 36.7K | $21M | +478 | 6.6% |
| $AMZN | Amazon.com Inc | 68K | $14.2M | +2.26K | 4.5% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 29.5K | $14.1M | +1.32K | 4.5% |
| $ANET | Arista Networks Inc | 109K | $13.4M | +1.99K | 4.2% |
| $V | Visa Inc | 37.1K | $11.2M | +1.38K | 3.5% |
| $SCHW | Charles Schwab Corporation | 195K | $11.1M | +3K | 3.5% |
…and 64 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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