§ 13F · FUND PROFILE
Avory & Company, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $164.0T (13F)Positions · 31Turnover · — · Q4Filed · Feb 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ZM | ZOOM COMMUNICATIONS INC | 280K | $24.1T | 15.4% | −4% |
| 2 | XYZ | BLOCK INC | 334K | $21.8T | 13.9% | −6% |
| 3 | FVRR | FIVERR INTL LTD | 962K | $19.0T | 12.2% | −10% |
| 4 | VOO | VANGUARD INDEX FDS | 29K | $18.1T | 11.6% | ±0% |
| 5 | Z | ZILLOW GROUP INC | 193K | $13.2T | 8.4% | −5% |
| 6 | OMCL | OMNICELL COM | 234K | $10.6T | 6.8% | −4% |
| 7 | YOU | CLEAR SECURE INC | 238K | $8.3T | 5.3% | −3% |
| 8 | PAYC | PAYCOM SOFTWARE INC | 39K | $6.2T | 4.0% | ±0% |
| 9 | META | META PLATFORMS INC | 9K | $5.8T | 3.7% | −4% |
| 10 | CPRI | CAPRI HOLDINGS LIMITED | 222K | $5.4T | 3.5% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVORY SIGNAL
AC read
Avory & Company, LLC is a Other fund managing $163999.4 trillion in assets. The fund runs a portfolio of 31 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed