Avory & Company, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 1, 2024), Avory & Company, LLC reported 29 stock positions worth $142.0 million. Its top holding was Fiverr International (FVRR) at 17.9% of the portfolio, followed by Zoom Communications (ZM, 11.6%) and Block (XYZ, 11.0%). Compared with Q1 2024, it opened 1 new position, added to 12 and reduced 7. The biggest buy was Fiverr International (FVRR, shares +19%) and the biggest sale Block (XYZ, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001842766
- Portfolio Value
- $142.0M (Q2 2024)
- SEC Filing
- 0001842766-24-000003 ↗ filed Aug 1, 2024
Holdings Value
Holdings 29 stocks · $142.0M
| FVRR Fiverr International Ltd. | 17.85% | 1,082,221 | $25.4M | Add +18.9% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 11.58% | 277,901 | $16.4M | Add +5.4% |
| XYZ Block Inc. | 11.03% | 243,029 | $15.7M | Reduce -4.6% |
| VOO Vanguard S&P 500 ETF | 10.14% | 28,810 | $14.4M | No change |
| Z Zillow Group Inc. Class C | 9.19% | 281,270 | $13.0M | Add +6.1% |
| META Meta Platforms Inc. Class A | 6.47% | 18,238 | $9.2M | Reduce -3.6% |
| WIX Wix.com Ltd. | 6.37% | 56,901 | $9.1M | Reduce -11.5% |
| NTNX Nutanix Inc. Class A | 5.60% | 140,025 | $8.0M | Reduce -19.6% |
| CPRI Capri Holdings Ltd. | 4.93% | 211,900 | $7.0M | Add +6.8% |
| OMCL Omnicell Inc. | 4.77% | 250,429 | $6.8M | Add +3.9% |
| PLNT Planet Fitness Inc. Class A | 3.51% | 67,665 | $5.0M | Add +1.2% |
| PAYC Paycom Software Inc. | 3.13% | 31,087 | $4.4M | Add +11.6% |
| IAU iShares Gold Trust | 0.62% | 20,000 | $879K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.61% | 11,266 | $869K | Reduce -13.0% |
| PGF Invesco Financial Preferred | 0.57% | 54,993 | $810K | Add +15.7% |
| UNH Unitedhealth Group Inc. | 0.45% | 1,249 | $636K | No change |
| BX Blackstone Inc. | 0.38% | 4,407 | $546K | Add +0.2% |
| IHD Voya Emrg MRKT Hi DVD Eqty | 0.36% | 94,848 | $510K | No change |
| XBOEX BlackRock Enh GLBL DVD TR | 0.35% | 46,196 | $490K | No change |
| QQQX Nuveen Nasdaq 100 DYN Overwr | 0.30% | 17,157 | $430K | No change |
| ETV Eaton Vance T/M Buy-Writ Opp | 0.29% | 30,308 | $414K | No change |
| XEXGX Eaton Vance Tax-Managed Glob | 0.28% | 47,060 | $398K | No change |
| ETW Eaton Vance T/M GLBL Buy-WR | 0.27% | 45,682 | $378K | No change |
| BBY Best Buy Co. Inc. | 0.24% | 4,119 | $347K | Add +0.1% |
| CRM Salesforce Inc. | 0.18% | 998 | $257K | Reduce -18.6% |
| TGT Target Corp. | 0.14% | 1,382 | $205K | Reduce -0.4% |
| GWRE Guidewire Software Inc. | 0.14% | 1,469 | $203K | New |
| MCW Mister Car Wash Inc. | 0.11% | 22,331 | $159K | Add +1.8% |
| FLWS 1-800-Flowers.com Inc. Class A | 0.11% | 16,092 | $153K | Add +0.8% |
Portfolio Sells Q1 2024 → Q2 2024
| XYZ Block Inc. | Reduce -4.6% | 11.03% | −3.63 |
| NTNX Nutanix Inc. Class A | Reduce -19.6% | 5.60% | −1.71 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -13.0% | 0.61% | −0.07 |
| CRM Salesforce Inc. | Reduce -18.6% | 0.18% | −0.07 |
| TGT Target Corp. | Reduce -0.4% | 0.14% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -3.6% | 6.47% | +0.22 |
| WIX Wix.com Ltd. | Reduce -11.5% | 6.37% | +0.35 |
Portfolio Buys Q1 2024 → Q2 2024
| FVRR Fiverr International Ltd. | Add +18.9% | 17.85% | +4.79 |
| PLNT Planet Fitness Inc. Class A | Add +1.2% | 3.51% | +0.65 |
| Z Zillow Group Inc. Class C | Add +6.1% | 9.19% | +0.38 |
| GWRE Guidewire Software Inc. | New | 0.14% | +0.14 |
| PGF Invesco Financial Preferred | Add +15.7% | 0.57% | +0.08 |
| BBY Best Buy Co. Inc. | Add +0.1% | 0.24% | +0.01 |
| MCW Mister Car Wash Inc. | Add +1.8% | 0.11% | −0.00 |
| BX Blackstone Inc. | Add +0.2% | 0.38% | −0.01 |
| FLWS 1-800-Flowers.com Inc. Class A | Add +0.8% | 0.11% | −0.01 |
| OMCL Omnicell Inc. | Add +3.9% | 4.77% | −0.02 |
| ZM Zoom Communications Inc. | Add +5.4% | 11.58% | −0.15 |
| PAYC Paycom Software Inc. | Add +11.6% | 3.13% | −0.64 |
| CPRI Capri Holdings Ltd. | Add +6.8% | 4.93% | −1.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 32 | $80.0M | VOO, XYZ, AVRY, ZM, YOU |
| Q1 2026 | 34 | $77.3M | VOO, ZM, XYZ, AVRY, Z |
| Q4 2025 | 39 | $155.7M | ZM, XYZ, FVRR, VOO, Z |
| Q3 2025 | 33 | $166.0M | FVRR, XYZ, ZM, VOO, Z |
| Q2 2025 | 31 | $164.0M | FVRR, XYZ, ZM, VOO, Z |
| Q1 2025 | 31 | $151.3M | FVRR, ZM, XYZ, VOO, Z |
| Q4 2024 | 29 | $178.5M | FVRR, ZM, XYZ, Z, VOO |
| Q3 2024 | 31 | $164.9M | FVRR, ZM, Z, XYZ, VOO |
| Q2 2024 | 29 | $142.0M | FVRR, ZM, XYZ, VOO, Z |
| Q1 2024 | 28 | $146.9M | XYZ, FVRR, ZM, VOO, Z |