AC

Avory & Company, LLC

13F
Avory & Company, LLC
Last update 2025-04-24 31 Stocks (7 new)
Value $151.00 Mil Turnover 19 %
Countries:
Top Holdings: FVRR(16.98%)ZM(14.42%)XYZ(12.28%)VOO(9.78%)Z(9.25%)
Summary Stock Picks Current Portfolio
Avory & Company, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FVRR
Fiverr International Ltd
1,085,164
25,696.7
+0.04%
16.980
+0.01%
3.020
+3.33%
-16.01%
957.0
Interactive Media
ZM
Zoom Communications Inc
295,833
21,823.6
-2.23%
14.420
-0.31%
0.100
+4.42%
-6.81%
23,008.7
Software
XYZ
Block Inc
342,040
18,583.0
+30.36%
12.280
+2.86%
0.060
+43.19%
-6.22%
49,017.0
Software
VOO
Vanguard S&P 500 ETF
28,810
14,805.8
0%
9.780
0%
0.000
+18.45%
+8.18%
663,622.4
 
Z
Zillow Group Inc
204,289
14,006.0
-30.21%
9.250
-3.67%
0.090
+25.33%
+8.79%
19,274.2
Interactive Media
PAYC
Paycom Software Inc
40,029
8,745.5
+2.80%
5.780
+0.16%
0.070
+8.01%
+15.73%
13,244.8
Software
OMCL
Omnicell Inc
241,557
8,444.8
+0.15%
5.580
+0.01%
0.520
-8.11%
-36.66%
1,321.0
Healthcare Providers & Services
YOU
Clear Secure Inc
245,713
6,366.4
New Holding
4.210
+4.21%
0.260
+20.18%
+17.99%
2,862.7
Software
MCW
Mister Car Wash Inc
791,949
6,248.5
+3,298.49%
4.130
+4.01%
0.240
-5.77%
-8.09%
2,176.3
Vehicles & Parts
FWRG
First Watch Restaurant Group Inc
341,553
5,686.9
New Holding
3.760
+3.76%
0.560
-8.30%
-1.45%
1,118.6
Restaurants

Avory & Company, LLC's Historical Top Holdings Breakdowns

Avory & Company, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
WIX
Wix.com Ltd
2025-03-31
Sold Out
Sold Out
-4.93%
●
163.38 ($207.73) 246.76
$154.57
-25.59%
Sold Out
0
-40,975
NTNX
Nutanix Inc
2025-03-31
Sold Out
Sold Out
-4.42%
●
61.28 ($69.19) 77.44
$74.38
7.50%
Sold Out
0
-129,038
YOU
Clear Secure Inc
2025-03-31
New Buy
New Buy
+4.21%
●
22.12 ($24.87) 27.62
$30.80
23.84%
New holding
245,713
245,713
MCW
Mister Car Wash Inc
2025-03-31
Add
Add
+4.01%
●
6.98 ($7.74) 8.49
$6.70
-13.44%
Add 3298.49%
791,949
768,646
FWRG
First Watch Restaurant Group Inc
2025-03-31
New Buy
New Buy
+3.76%
●
16.23 ($19.25) 22.23
$18.34
-4.73%
New holding
341,553
341,553
Z
Zillow Group Inc
2025-03-31
Reduce
Reduce
-3.67%
●
68.37 ($76.43) 87.97
$80.56
5.40%
Reduce -30.21%
204,289
-88,449
XYZ
Block Inc
2025-03-31
Add
Add
+2.86%
●
54.04 ($74.64) 92.95
$79.70
6.78%
Add 30.36%
342,040
79,661
PLNT
Planet Fitness Inc
2025-03-31
Sold Out
Sold Out
-2.61%
●
90.12 ($100.65) 109.07
$113.00
12.27%
Sold Out
0
-47,202
LZ
LegalZoom.com Inc
2025-03-31
New Buy
New Buy
+2.10%
●
7.52 ($8.95) 10.26
$9.04
0.95%
New holding
368,537
368,537
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-1.62%
●
576.36 ($645.17) 736.67
$713.58
10.60%
Reduce -34%
9,576
-4,933

Avory & Company, LLC Total Holding History ($B)

To

Avory & Company, LLC's Asset Allocation

To

Avory & Company, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Avory & Company, LLC's Hypothetical Growth since 2025-03-31

Avory & Company, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Avory & Company, LLC's Holdings Heat Map

Size field:

Avory & Company, LLC's Holdings Bubble Chart

Avory & Company, LLC News

  • 1

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