Avory & Company
Avory & Company reported 34 stocks worth $78.9M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are VOO (25.6%), AVRY (12.3%) and ZM (9.3%). Compared with Q2 2026, the fund opened new positions in BPOP and NVDA, added to AVRY, BINC and PGF and trimmed ZM, XYZ and PAYC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $20.2M | 25.6% | 29K | No change | 8 of 8 | |
| 2 |  AVRY Avory Foundational ETF | $9.7M | 12.3% | 392K | +38K (+11%) | 3 of 8 | |
| 3 |  ZM Zoom Communications Inc | $7.3M | 9.3% | 81K | −14K (−14%) | 8 of 8 | |
| 4 |  XYZ Block Inc A | $7.2M | 9.1% | 97K | −15K (−13%) | 8 of 8 | |
| 5 |  PAYC Paycom Software Inc | $3.4M | 4.3% | 16K | −1,774 (−10%) | 8 of 8 | |
| 6 |  OKTA Okta Inc | $2.9M | 3.6% | 14K | −3,148 (−19%) | 3 of 8 | |
| 7 |  YOU Clear Secure Inc | $2.7M | 3.4% | 65K | −9,105 (−12%) | 7 of 8 | |
| 8 |  Z Zillow Group Inc | $2.4M | 3.0% | 87K | −3,987 (−4%) | 8 of 8 | |
| 9 |  AMZN Amazon Com Inc | $2.2M | 2.7% | 8,684 | −981 (−10%) | 4 of 8 | |
| 10 |  META Meta Platforms Inc | $2.2M | 2.7% | 2,973 | −404 (−12%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Avory & Company 13F FAQ
What does Avory & Company own?
Avory & Company reported 34 stocks worth $78.9M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are VOO (25.6%), AVRY (12.3%) and ZM (9.3%). The table above lists every position in the filing (the top 10 without an account).
What did Avory & Company buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 6 added to, 15 trimmed and 0 sold out. New positions include BPOP and NVDA.
When will Avory & Company file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Avory & Company's portfolio worth?
The Q3 2026 filing reports $78.9M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.