Long-term investor
Mezzasalma Advisors, LLC @mezzasalmaadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001864916).
Record
- Tracked since 2025-06-30 (434 days), 139 trades recorded
- Returns: week n/a · month n/a · 90 days +11.4% · 6 months +7.9% · 1 year +19.1% · all +19.1%
- Max drawdown -3.6% · Sharpe 0.90 · win rate 9% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 5.9% · long · since 2025-06-30
- TSLA · 5.6% · long · since 2025-06-30
- AAPL · 5.4% · long · since 2025-06-30
- NVDA · 5.0% · long · since 2025-06-30
- BE · 4.9% · long · since 2025-06-30
- META · 4.1% · long · since 2025-06-30
- ANET · 3.7% · long · since 2025-06-30
- AMZN · 3.2% · long · since 2025-06-30
- BRK-B · 2.9% · long · since 2025-06-30
- V · 2.6% · long · since 2025-06-30
- EME · 2.2% · long · since 2025-06-30
- MU · 2.1% · long · since 2026-03-31