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
+8.83%
-14.18%
977.8
Interactive Media
ZM
Zoom Communications Inc
295,833
21,823.6
-2.23%
14.420
-0.31%
0.100
+2.89%
-10.06%
22,207.0
Software
XYZ
Block Inc
342,040
18,583.0
+30.36%
12.280
+2.86%
0.060
+20.76%
-23.36%
40,062.3
Software
VOO
Vanguard S&P 500 ETF
28,810
14,805.8
0%
9.780
0%
0.000
+17.21%
+7.08%
654,655.2
 
Z
Zillow Group Inc
204,289
14,006.0
-30.21%
9.250
-3.67%
0.090
+27.55%
+5.35%
18,678.8
Interactive Media
PAYC
Paycom Software Inc
40,029
8,745.5
+2.80%
5.780
+0.16%
0.070
+2.23%
+7.78%
12,335.1
Software
OMCL
Omnicell Inc
241,557
8,444.8
+0.15%
5.580
+0.01%
0.520
-8.02%
-35.56%
1,343.9
Healthcare Providers & Services
YOU
Clear Secure Inc
245,713
6,366.4
New Holding
4.210
+4.21%
0.260
+5.54%
+8.72%
2,637.7
Software
MCW
Mister Car Wash Inc
791,949
6,248.5
+3,298.49%
4.130
+4.01%
0.240
-7.02%
-9.19%
2,150.4
Vehicles & Parts
FWRG
First Watch Restaurant Group Inc
341,553
5,686.9
New Holding
3.760
+3.76%
0.560
-0.23%
-5.96%
1,067.4
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
$152.27
-26.70%
Sold Out
0
-40,975
NTNX
Nutanix Inc
2025-03-31
Sold Out
Sold Out
-4.42%
●
61.28 ($69.19) 77.44
$72.40
4.64%
Sold Out
0
-129,038
YOU
Clear Secure Inc
2025-03-31
New Buy
New Buy
+4.21%
●
22.12 ($24.87) 27.62
$28.38
14.11%
New holding
245,713
245,713
MCW
Mister Car Wash Inc
2025-03-31
Add
Add
+4.01%
●
6.98 ($7.74) 8.49
$6.62
-14.47%
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
$17.50
-9.09%
New holding
341,553
341,553
Z
Zillow Group Inc
2025-03-31
Reduce
Reduce
-3.67%
●
68.37 ($76.43) 87.97
$78.01
2.07%
Reduce -30.21%
204,289
-88,449
XYZ
Block Inc
2025-03-31
Add
Add
+2.86%
●
54.04 ($74.64) 92.95
$65.14
-12.73%
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
$110.43
9.72%
Sold Out
0
-47,202
LZ
LegalZoom.com Inc
2025-03-31
New Buy
New Buy
+2.10%
●
7.52 ($8.95) 10.26
$8.91
-0.45%
New holding
368,537
368,537
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-1.62%
●
576.36 ($645.17) 736.67
$717.51
11.21%
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

Discussions on Avory & Company, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.