Avory & Company, LLC
Net seller this quarter
$80M
23
-$6.31M
48.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 XYZ | $8.51M | 10.64% | Not reported | -9.0% | Q4 2020 |
 ZM | $8.14M | 10.18% | Not reported | -11.7% | Q4 2021 |
 YOU | $4.12M | 5.14% | 0.08% | -12.0% | Q3 2024 |
 FWRG | $2.94M | 3.68% | 0.37% | -10.2% | Q1 2025 |
 Z | $2.88M | 3.59% | Not reported | -11.7% | Q3 2021 |
 OMCL | $2.77M | 3.46% | 0.15% | -13.5% | Q4 2020 |
 BX | $2.33M | 2.91% | 0.00% | -12.3% | Q3 2022 |
 AMZN | $2.3M | 2.88% | 0.00% | -13.7% | Q2 2025 |
 OKTA | $2.29M | 2.87% | Not reported | -17.0% | Q1 2026 |
 PAYC | $2.2M | 2.74% | 0.04% | -11.6% | Q2 2023 |
 ABNB | $1.92M | 2.40% | Not reported | -15.4% | Q1 2026 |
 META | $1.9M | 2.38% | Not reported | -14.7% | Q4 2020 |
 IAU | $1.51M | 1.89% | 0.00% | Not reported | Q4 2022 |
 LZ | $1.2M | 1.50% | 0.12% | -13.6% | Q1 2025 |
 RBLX | $999K | 1.25% | 0.00% | -15.2% | Q1 2026 |
 IHD | $740K | 0.92% | Not reported | Not reported | Q4 2023 |
 BOE | $559K | 0.70% | Not reported | Not reported | Q4 2023 |
 QQQX | $517K | 0.65% | Not reported | Not reported | Q1 2022 |
 ETW | $440K | 0.55% | Not reported | Not reported | Q1 2022 |
 S | $414K | 0.52% | Not reported | Not reported | Q3 2025 |
 AMD | $293K | 0.37% | 0.00% | New | Q2 2026 |
 BMNR | $154K | 0.19% | 0.00% | -23.9% | Q4 2025 |
 AGNC | $132K | 0.16% | 0.00% | +3.5% | Q3 2025 |
| Q1 2026 | |||||
| ZM | $8.59M | 11.11% | Not reported | -61.8% | Q4 2021 |
| XYZ | $7.41M | 9.58% | Not reported | -63.2% | Q4 2020 |
| Z | $4.27M | 5.53% | Not reported | -46.5% | Q3 2021 |
| YOU | $4.06M | 5.25% | 0.10% | -64.7% | Q3 2024 |
| FWRG | $2.66M | 3.45% | 0.41% | -24.0% | Q1 2025 |
| BX | $2.59M | 3.35% | 0.00% | +780.2% | Q3 2022 |
| OMCL | $2.57M | 3.33% | 0.17% | -67.0% | Q4 2020 |
| PAYC | $2.4M | 3.11% | 0.04% | -49.5% | Q2 2023 |
| AMZN | $2.33M | 3.02% | 0.00% | Not reported | Q2 2025 |
| META | $2.26M | 2.93% | Not reported | -54.6% | Q4 2020 |
| ABNB | $2M | 2.59% | Not reported | New | Q1 2026 |
| IAU | $1.76M | 2.28% | 0.00% | Not reported | Q4 2022 |
| OKTA | $1.59M | 2.06% | Not reported | New | Q1 2026 |
| LZ | $1.28M | 1.66% | 0.13% | -36.9% | Q1 2025 |
| RBLX | $1.22M | 1.58% | 0.00% | New | Q1 2026 |
| IHD | $632K | 0.82% | Not reported | Not reported | Q4 2023 |
| BOE | $506K | 0.66% | Not reported | Not reported | Q4 2023 |
| QQQX | $458K | 0.59% | Not reported | Not reported | Q1 2022 |
| ETW | $401K | 0.52% | Not reported | Not reported | Q1 2022 |
| S | $315K | 0.41% | Not reported | Not reported | Q3 2025 |
| BMNR | $302K | 0.39% | 0.00% | -9.0% | Q4 2025 |
 CRM | $229K | 0.30% | 0.00% | -52.7% | Q2 2022 |
 WIX | $220K | 0.28% | 0.00% | -29.4% | Q4 2021 |
 PATH | $150K | 0.19% | Not reported | -19.3% | Q4 2025 |
| AGNC | $117K | 0.15% | 0.00% | +3.3% | Q3 2025 |
| Q4 2025 | |||||
| ZM | $24.1M | 15.44% | Not reported | -4.1% | Q4 2021 |
| XYZ | $21.8M | 13.93% | Not reported | -5.8% | Q4 2020 |
 FVRR | $19M | 12.17% | 2.67% | -9.6% | Q3 2021 |
| Z | $13.2M | 8.42% | Not reported | -5.0% | Q3 2021 |
| OMCL | $10.6M | 6.78% | 0.52% | -3.7% | Q4 2020 |
| YOU | $8.34M | 5.34% | 0.27% | -3.3% | Q3 2024 |
| PAYC | $6.24M | 3.99% | 0.07% | -0.3% | Q2 2023 |
| META | $5.76M | 3.68% | Not reported | -4.4% | Q4 2020 |
 CPRI | $5.41M | 3.46% | 0.19% | -5.5% | Q4 2020 |
| FWRG | $5.04M | 3.23% | 0.55% | -5.8% | Q1 2025 |
| MCW | $3.89M | 2.49% | 0.21% | -15.1% | Q2 2023 |
| LZ | $3.56M | 2.28% | 0.20% | -4.8% | Q1 2025 |
| IAU | $1.62M | 1.04% | 0.00% | Not reported | Q4 2022 |
| CRM | $687K | 0.44% | 0.00% | Not reported | Q2 2022 |
| IHD | $595K | 0.38% | Not reported | Not reported | Q4 2023 |
| BOE | $541K | 0.35% | Not reported | Not reported | Q4 2023 |
| QQQX | $489K | 0.31% | Not reported | Not reported | Q1 2022 |
| BMNR | $455K | 0.29% | 0.00% | New | Q4 2025 |
| ETW | $421K | 0.27% | Not reported | Not reported | Q1 2022 |
| BX | $395K | 0.25% | 0.00% | -6.4% | Q3 2022 |
 ADBE | $383K | 0.24% | 0.00% | New | Q4 2025 |
 GOOGL | $369K | 0.24% | 0.00% | -5.2% | Q4 2020 |
 NTNX | $367K | 0.23% | 0.00% | Not reported | Q4 2020 |
| S | $366K | 0.23% | Not reported | Not reported | Q3 2025 |
| WIX | $359K | 0.23% | 0.01% | Not reported | Q4 2021 |
 MNDY | $337K | 0.22% | 0.00% | New | Q4 2025 |
| PATH | $275K | 0.18% | Not reported | New | Q4 2025 |
 XMTR | $249K | 0.16% | 0.01% | +2.3% | Q3 2025 |
 TGT | $239K | 0.15% | 0.00% | +1.0% | Q3 2022 |
 GWRE | $239K | 0.15% | 0.00% | +10.0% | Q2 2023 |
 BBY | $233K | 0.15% | 0.00% | +6.4% | Q3 2021 |
 WMT | $219K | 0.14% | 0.00% | Not reported | Q2 2023 |
| EA | $214K | 0.14% | Not reported | -7.4% | Q4 2020 |
| AGNC | $121K | 0.08% | 0.00% | +3.5% | Q3 2025 |
| Q3 2025 | |||||
| FVRR | $26M | 15.65% | 2.89% | +0.8% | Q3 2021 |
| XYZ | $25.7M | 15.46% | Not reported | -0.6% | Q4 2020 |
| ZM | $24M | 14.48% | Not reported | -0.2% | Q4 2021 |
| Z | $15.7M | 9.43% | Not reported | -0.4% | Q3 2021 |
| YOU | $8.21M | 4.95% | 0.28% | -0.4% | Q3 2024 |
| PAYC | $8.17M | 4.92% | 0.07% | +0.1% | Q2 2023 |
| OMCL | $7.39M | 4.45% | 0.54% | -0.5% | Q4 2020 |
| META | $6.7M | 4.03% | Not reported | -0.8% | Q4 2020 |
| FWRG | $5.55M | 3.34% | 0.58% | +0.7% | Q1 2025 |
| CPRI | $4.67M | 2.82% | 0.20% | -1.8% | Q4 2020 |
| MCW | $4.4M | 2.65% | 0.25% | +1.8% | Q2 2023 |
| LZ | $3.91M | 2.35% | 0.21% | +0.4% | Q1 2025 |
| IAU | $1.46M | 0.88% | 0.00% | Not reported | Q4 2022 |
| IHD | $595K | 0.36% | Not reported | Not reported | Q4 2023 |
| BOE | $534K | 0.32% | Not reported | Not reported | Q4 2023 |
| QQQX | $471K | 0.28% | Not reported | Not reported | Q1 2022 |
| BX | $467K | 0.28% | 0.00% | 0.0% | Q3 2022 |
| ETV | $432K | 0.26% | Not reported | Not reported | Q1 2022 |
| S | $430K | 0.26% | Not reported | New | Q3 2025 |
| EXG | $428K | 0.26% | Not reported | Not reported | Q1 2022 |
| ETW | $413K | 0.25% | Not reported | Not reported | Q1 2022 |
| GOOGL | $302K | 0.18% | 0.00% | Not reported | Q4 2020 |
| GWRE | $248K | 0.15% | 0.00% | Not reported | Q2 2023 |
| BBY | $247K | 0.15% | 0.00% | +0.3% | Q3 2021 |
| EA | $228K | 0.14% | Not reported | Not reported | Q4 2020 |
| XMTR | $223K | 0.13% | 0.01% | New | Q3 2025 |
| TGT | $217K | 0.13% | 0.00% | +0.1% | Q3 2022 |
 PYPL | $202K | 0.12% | 0.00% | Not reported | Q4 2020 |
| AGNC | $107K | 0.06% | 0.00% | New | Q3 2025 |