Avory & Company, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Avory & Company, LLC reported 33 stock positions worth $166.0 million. Its top holding was Fiverr International (FVRR) at 15.6% of the portfolio, followed by Block (XYZ, 15.5%) and Zoom Communications (ZM, 14.5%). Compared with Q2 2025, it opened 4 new positions, sold out of 2, added to 10 and reduced 7. The biggest buy was Legalzoomcom (LZ, shares +0%) and the biggest sale an exit from Amazon.com (AMZN).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001842766
- Portfolio Value
- $166.0M (Q3 2025)
- SEC Filing
- 0002085853-25-000201 ↗ filed Oct 31, 2025
Holdings Value
Holdings 33 stocks · $166.0M
| FVRR Fiverr International Ltd. | 15.65% | 1,064,005 | $26.0M | Add +0.8% |
| XYZ Block Inc. | 15.46% | 355,038 | $25.7M | Reduce -0.6% |
| ZM Zoom Communications Inc. | 14.48% | 291,435 | $24.0M | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 10.63% | 28,810 | $17.6M | No change |
| Z Zillow Group Inc. Class C | 9.43% | 203,181 | $15.7M | Reduce -0.4% |
| YOU Clear Secure Inc. Class A | 4.95% | 245,981 | $8.2M | Reduce -0.3% |
| PAYC Paycom Software Inc. | 4.92% | 39,229 | $8.2M | Add +0.1% |
| OMCL Omnicell Inc. | 4.45% | 242,561 | $7.4M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 4.03% | 9,118 | $6.7M | Reduce -0.8% |
| FWRG First Watch Restaurant Group | 3.34% | 354,699 | $5.5M | Add +0.7% |
| CPRI Capri Holdings Ltd. | 2.82% | 234,636 | $4.7M | Reduce -1.8% |
| MCW Mister Car Wash Inc. | 2.65% | 824,779 | $4.4M | Add +1.8% |
| LZ Legalzoomcom Inc. | 2.35% | 376,419 | $3.9M | Add +0.4% |
| IAU iShares Gold Trust | 0.88% | 20,000 | $1.5M | No change |
| IHD Voya Emrg MRKT Hi DVD Eqty | 0.36% | 94,848 | $595K | No change |
| XBOEX BlackRock Enh GLBL DVD TR | 0.32% | 46,196 | $534K | No change |
| QQQX Nuveen Nasdaq 100 DYN Overwr | 0.28% | 17,157 | $471K | No change |
| BX Blackstone Inc. | 0.28% | 2,734 | $467K | Add +0.0% |
| PGF Invesco Financial Preferred | 0.27% | 31,001 | $453K | Add +0.0% |
| ETV Eaton Vance T/M Buy-Writ Opp | 0.26% | 30,308 | $432K | No change |
| S Sentinelone Inc. Class A | 0.26% | 24,423 | $430K | New |
| XEXGX Eaton Vance Tax-Managed Glob | 0.26% | 47,060 | $428K | No change |
| ETW Eaton Vance T/M GLBL Buy-WR | 0.25% | 45,682 | $413K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.20% | 4,045 | $328K | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,244 | $302K | No change |
| WTPI Wisdomtree Equity Premium Inc. | 0.15% | 7,527 | $250K | No change |
| GWRE Guidewire Software Inc. | 0.15% | 1,079 | $248K | No change |
| BBY Best Buy Co. Inc. | 0.15% | 3,269 | $247K | Add +0.3% |
| EA Electronic Arts Inc. | 0.14% | 1,129 | $228K | New |
| XMTR Xometry Inc. Class A | 0.13% | 4,090 | $223K | New |
| TGT Target Corp. | 0.13% | 2,422 | $217K | Add +0.1% |
| PYPL PayPal Holdings Inc. | 0.12% | 3,017 | $202K | No change |
| AGNC AGNC Investment Corp. | 0.06% | 10,929 | $107K | New |
Portfolio Sells Q2 2025 → Q3 2025
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.37 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 4.03% | −0.10 |
| OMCL Omnicell Inc. | Reduce -0.5% | 4.45% | +0.08 |
| CPRI Capri Holdings Ltd. | Reduce -1.8% | 2.82% | +0.24 |
| ZM Zoom Communications Inc. | Reduce -0.2% | 14.48% | +0.60 |
| XYZ Block Inc. | Reduce -0.6% | 15.46% | +0.66 |
| Z Zillow Group Inc. Class C | Reduce -0.4% | 9.43% | +0.72 |
| YOU Clear Secure Inc. Class A | Reduce -0.3% | 4.95% | +0.77 |
Portfolio Buys Q2 2025 → Q3 2025
| LZ Legalzoomcom Inc. | Add +0.4% | 2.35% | +0.32 |
| S Sentinelone Inc. Class A | New | 0.26% | +0.26 |
| EA Electronic Arts Inc. | New | 0.14% | +0.14 |
| XMTR Xometry Inc. Class A | New | 0.13% | +0.13 |
| AGNC AGNC Investment Corp. | New | 0.06% | +0.06 |
| BX Blackstone Inc. | Add +0.0% | 0.28% | +0.03 |
| BBY Best Buy Co. Inc. | Add +0.3% | 0.15% | +0.02 |
| PGF Invesco Financial Preferred | Add +0.0% | 0.27% | +0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +0.0% | 0.20% | −0.00 |
| TGT Target Corp. | Add +0.1% | 0.13% | −0.01 |
| FWRG First Watch Restaurant Group | Add +0.7% | 3.34% | −0.10 |
| MCW Mister Car Wash Inc. | Add +1.8% | 2.65% | −0.32 |
| PAYC Paycom Software Inc. | Add +0.1% | 4.92% | −0.61 |
| FVRR Fiverr International Ltd. | Add +0.8% | 15.65% | −3.23 |
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 |