Avory & Company, LLC reported 32 holdings worth US$80M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Avory & Company, LLC reported 32 holdings worth US$80M as of Jun 30, 2026. Largest: Block, Inc., Zoom Communications, Inc. and Clear Secure, Inc. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 32
- Value as reported
- US$80M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Block, Inc. | 112K | US$8.51M | 10.6% |
| Zoom Communications, Inc. | 94,352 | US$8.14M | 10.2% |
| Clear Secure, Inc. | 73,852 | US$4.12M | 5.1% |
| First Watch Restaurant Group, Inc. | 228K | US$2.94M | 3.7% |
| Zillow Group, Inc. | 91,213 | US$2.88M | 3.6% |
| Omnicell, Inc. | 66,730 | US$2.77M | 3.5% |
| Blackstone Inc. | 19,769 | US$2.33M | 2.9% |
| Amazon.com, Inc. | 9,665 | US$2.3M | 2.9% |
| Okta, Inc. | 16,806 | US$2.29M | 2.9% |
| Paycom Software, Inc. | 17,467 | US$2.2M | 2.7% |
| Airbnb, Inc. | 13,415 | US$1.92M | 2.4% |
| Meta Platforms, Inc. | 3,377 | US$1.9M | 2.4% |
| Legalzoom.com, Inc. | 195K | US$1.2M | 1.5% |
| Roblox Corporation | 18,369 | US$999K | 1.2% |
| Sentinelone, Inc. | 24,423 | US$414K | 0.52% |
| Advanced Micro Devices Inc | 504 | US$293K | 0.37% |
| Bitmine Immersion Technologies, Inc. | 11,601 | US$154K | 0.19% |
| Agnc Investment Corp. | 12,094 | US$132K | 0.16% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Uipath, Inc. | 0 | US$0 | 0.00% |