Avory & Company

Latest statistics and disclosures from Avory & Company's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are FVRR, ZM, XYZ, VOO, Z, and represent 62.71% of Avory & Company's stock portfolio.
  • Added to shares of these 10 stocks: YOU (+$6.4M), MCW (+$6.1M), FWRG (+$5.7M), XYZ, LZ, CPRI, SHV, BINC, PAYC, BBY.
  • Started 7 new stock positions in BINC, FWRG, LZ, TGT, SHV, BBY, YOU.
  • Reduced shares in these 10 stocks: WIX (-$8.8M), NTNX (-$7.9M), Z (-$6.1M), PLNT, META, , ZM, PYPL, HYG, BX.
  • Sold out of its positions in NTNX, PYPL, PLNT, UNH, WIX.
  • Avory & Company was a net seller of stock by $-3.4M.
  • Avory & Company has $151M in assets under management (AUM), dropping by -15.20%.
  • Central Index Key (CIK): 0001842766

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Portfolio Holdings for Avory & Company

Avory & Company holds 31 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fiverr Intl Ord Shs (FVRR) 17.0 $26M 1.1M 23.68
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Zoom Communications Cl A (ZM) 14.4 $22M -2% 296k 73.77
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Block Cl A (XYZ) 12.3 $19M +30% 342k 54.33
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.8 $15M 29k 513.91
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Zillow Group Cl C Cap Stk (Z) 9.3 $14M -30% 204k 68.56
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Paycom Software (PAYC) 5.8 $8.7M +2% 40k 218.48
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Omnicell (OMCL) 5.6 $8.4M 242k 34.96
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Clear Secure Com Cl A (YOU) 4.2 $6.4M NEW 246k 25.91
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Mister Car Wash (MCW) 4.1 $6.2M +3298% 792k 7.89
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First Watch Restaurant Groupco (FWRG) 3.8 $5.7M NEW 342k 16.65
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Meta Platforms Cl A (META) 3.6 $5.5M -33% 9.6k 576.38
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Capri Holdings SHS (CPRI) 3.2 $4.8M +36% 246k 19.73
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Legalzoom (LZ) 2.1 $3.2M NEW 369k 8.61
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Ishares Gold Tr Ishares New (IAU) 0.8 $1.2M 20k 58.96
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Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.4 $587k -4% 41k 14.28
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $556k -26% 7.0k 78.89
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Voya Emerging Markets High I etf (IHD) 0.3 $507k 95k 5.34
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BlackRock Global Opportunities Equity Tr (BOE) 0.3 $501k 46k 10.85
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Ishares Tr Short Treas Bd (SHV) 0.3 $458k NEW 4.1k 110.46
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Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) 0.3 $408k 17k 23.75
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Eaton Vance Tax Managed Buy Write Opport (ETV) 0.3 $400k 30k 13.21
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $396k NEW 7.6k 52.38
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Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.3 $383k 47k 8.14
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Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.2 $377k 46k 8.25
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Blackstone Group Inc Com Cl A (BX) 0.2 $369k -23% 2.6k 139.76
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Best Buy (BBY) 0.2 $238k NEW 3.2k 73.61
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Wisdomtree Tr Putwrite Strat (PUTW) 0.2 $234k 7.5k 31.14
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Target Corporation (TGT) 0.1 $217k NEW 2.1k 104.35
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salesforce (CRM) 0.1 $202k -3% 752.00 268.52
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Guidewire Software (GWRE) 0.1 $201k -12% 1.1k 187.36
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1 800 Flowers Cl A (FLWS) 0.1 $186k +93% 32k 5.90
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Past Filings by Avory & Company

SEC 13F filings are viewable for Avory & Company going back to 2020

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