Avory & Company, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 34 distinct positions held by the firm, with no cash holdings reported for the period.
The largest position disclosed in the portfolio is a stake in Zillow Group Inc. Class C Capital Stock, held in 87,226 shares. This is followed by a position in Zoom Communications Inc. Class A, with 80,849 shares held. The firm also holds significant stakes in Popular Inc. New, with 4,000 shares, and Popular Inc. New, with 40,000 shares.
The filing details a diverse mix of holdings across various sectors and asset classes. The portfolio includes 10 ETFs, such as the Vanguard S&P 500 ETF Shares, the iShares Gold Trust, and the iShares iBoxx $ High Yield Corporate Bond ETF. Individual stock holdings include major technology companies like Amazon.com Inc., Airbnb Inc. Class A, Meta Platforms Inc. Class A, and NVIDIA Corporation.
Other notable individual stock positions listed in the filing include Roblox Corp. Class A, Okta Inc. Class A, SentinelOne Inc. Class A, and LegalZoom.com Inc. The filing indicates that all positions were held in a sole capacity.
