Avory & Company, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Avory & Company, LLC reported 29 stock positions worth $178.5 million. Its top holding was Fiverr International (FVRR) at 19.3% of the portfolio, followed by Zoom Communications (ZM, 13.8%) and Block (XYZ, 12.5%). Compared with Q3 2024, it opened 1 new position, sold out of 3, added to 7 and reduced 10. The biggest buy was Block (XYZ, shares +0%) and the biggest sale Capri (CPRI, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001842766
- Portfolio Value
- $178.5M (Q4 2024)
- SEC Filing
- 0001667731-25-000216 ↗ filed Feb 6, 2025
Holdings Value
Holdings 29 stocks · $178.5M
| FVRR Fiverr International Ltd. | 19.29% | 1,084,722 | $34.4M | Reduce -1.2% |
| ZM Zoom Communications Inc. | 13.84% | 302,590 | $24.7M | Add +2.0% |
| XYZ Block Inc. | 12.50% | 262,379 | $22.3M | Add +0.1% |
| Z Zillow Group Inc. Class C | 12.15% | 292,738 | $21.7M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 8.70% | 28,810 | $15.5M | No change |
| OMCL Omnicell Inc. | 6.02% | 241,206 | $10.7M | Reduce -5.1% |
| WIX Wix.com Ltd. | 4.93% | 40,975 | $8.8M | Reduce -8.1% |
| META Meta Platforms Inc. Class A | 4.76% | 14,509 | $8.5M | Reduce -1.4% |
| PAYC Paycom Software Inc. | 4.47% | 38,939 | $8.0M | Add +0.4% |
| NTNX Nutanix Inc. Class A | 4.42% | 129,038 | $7.9M | Reduce -3.0% |
| PLNT Planet Fitness Inc. Class A | 2.62% | 47,202 | $4.7M | Reduce -12.0% |
| CPRI Capri Holdings Ltd. | 2.13% | 180,307 | $3.8M | Reduce -27.9% |
| IAU iShares Gold Trust | 0.55% | 20,000 | $990K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.42% | 9,569 | $753K | Add +7.7% |
| UNH Unitedhealth Group Inc. | 0.35% | 1,249 | $632K | No change |
| PGF Invesco Financial Preferred | 0.35% | 43,055 | $626K | Reduce -0.5% |
| BX Blackstone Inc. | 0.33% | 3,463 | $597K | Reduce -11.1% |
| XBOEX BlackRock Enh GLBL DVD TR | 0.28% | 46,196 | $498K | No change |
| IHD Voya Emrg MRKT Hi DVD Eqty | 0.27% | 94,848 | $475K | No change |
| QQQX Nuveen Nasdaq 100 DYN Overwr | 0.26% | 17,157 | $464K | No change |
| ETV Eaton Vance T/M Buy-Writ Opp | 0.24% | 30,308 | $437K | No change |
| ETW Eaton Vance T/M GLBL Buy-WR | 0.22% | 45,682 | $385K | No change |
| XEXGX Eaton Vance Tax-Managed Glob | 0.22% | 47,060 | $384K | No change |
| CRM Salesforce Inc. | 0.15% | 776 | $260K | Reduce -19.4% |
| WTPI Wisdomtree Equity Premium Inc. | 0.14% | 7,527 | $248K | New |
| PYPL PayPal Holdings Inc. | 0.13% | 2,694 | $230K | No change |
| GWRE Guidewire Software Inc. | 0.12% | 1,229 | $207K | No change |
| MCW Mister Car Wash Inc. | 0.10% | 23,303 | $170K | Add +0.5% |
| FLWS 1-800-Flowers.com Inc. Class A | 0.07% | 16,342 | $134K | Add +1.9% |
Portfolio Sells Q3 2024 → Q4 2024
| CPRI Capri Holdings Ltd. | Reduce -27.9% | 2.13% | −4.30 |
| OMCL Omnicell Inc. | Reduce -5.1% | 6.02% | −0.70 |
| NTNX Nutanix Inc. Class A | Reduce -3.0% | 4.42% | −0.36 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 4.76% | −0.35 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.13 |
| YOU Clear Secure Inc. Class A | Sold out | 0.00% | −0.13 |
| TGT Target Corp. | Sold out | 0.00% | −0.13 |
| PGF Invesco Financial Preferred | Reduce -0.5% | 0.35% | −0.06 |
| PLNT Planet Fitness Inc. Class A | Reduce -12.0% | 2.62% | −0.03 |
| BX Blackstone Inc. | Reduce -11.1% | 0.33% | −0.03 |
| CRM Salesforce Inc. | Reduce -19.4% | 0.15% | −0.01 |
| WIX Wix.com Ltd. | Reduce -8.1% | 4.93% | +0.41 |
| FVRR Fiverr International Ltd. | Reduce -1.2% | 19.29% | +2.06 |
Portfolio Buys Q3 2024 → Q4 2024
| XYZ Block Inc. | Add +0.1% | 12.50% | +1.82 |
| ZM Zoom Communications Inc. | Add +2.0% | 13.84% | +1.29 |
| Z Zillow Group Inc. Class C | Add +0.1% | 12.15% | +0.82 |
| PAYC Paycom Software Inc. | Add +0.4% | 4.47% | +0.56 |
| WTPI Wisdomtree Equity Premium Inc. | New | 0.14% | +0.14 |
| MCW Mister Car Wash Inc. | Add +0.5% | 0.10% | +0.00 |
| FLWS 1-800-Flowers.com Inc. Class A | Add +1.9% | 0.07% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +7.7% | 0.42% | −0.01 |
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 |