13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001214659-24-019861
Total Value
$136.6M
Positions
69
Other Managers
0
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 175,258 | $23.3M | 17.03% |
| 2 | AMAZON COM INC | AMZN | 6,718 | $21.9M | 16.02% |
| 3 | TESLA INC | TSLA | 15,717 | $11.1M | 8.12% |
| 4 | NETFLIX INC | NFLX | 16,663 | $9.0M | 6.60% |
| 5 | MASTERCARD INCORPORATED | MA | 17,513 | $6.3M | 4.58% |
| 6 | STARBUCKS CORP | SBUX | 37,856 | $4.0M | 2.97% |
| 7 | NVIDIA CORPORATION | NVDA | 7,502 | $3.9M | 2.87% |
| 8 | COSTCO WHSL CORP NEW | 22160K105 | 9,561 | $3.6M | 2.64% |
| 9 | FACEBOOK INC | META | 12,947 | $3.5M | 2.59% |
| 10 | ALPHABET INC | GOOG | 1,594 | $2.8M | 2.05% |
| 11 | INTUIT | INTU | 6,271 | $2.4M | 1.74% |
| 12 | FASTLY INC | FSLY | 24,305 | $2.1M | 1.56% |
| 13 | EDWARDS LIFESCIENCES CORP | EW | 22,250 | $2.0M | 1.49% |
| 14 | ALPHABET INC | GOOG | 1,047 | $1.8M | 1.34% |
| 15 | MICROSOFT CORP | MSFT | 7,585 | $1.7M | 1.24% |
| 16 | BLACKSTONE GROUP INC | BX | 25,510 | $1.7M | 1.21% |
| 17 | THE TRADE DESK INC | 88339J105 | 1,925 | $1.5M | 1.13% |
| 18 | SQUARE INC | BSQKZ | 6,970 | $1.5M | 1.11% |
| 19 | VISA INC | V | 6,925 | $1.5M | 1.11% |
| 20 | TWILIO INC | TWLO | 3,705 | $1.3M | 0.92% |
| 21 | ROKU INC | ROKU | 3,775 | $1.3M | 0.92% |
| 22 | IRHYTHM TECHNOLOGIES INC | IRTC | 5,190 | $1.2M | 0.90% |
| 23 | NIKE INC | NKE | 8,623 | $1.2M | 0.89% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,010 | $1.2M | 0.85% |
| 25 | BOSTON SCIENTIFIC CORP | BSX | 30,950 | $1.1M | 0.81% |
| 26 | VEEVA SYS INC | VEEV | 4,065 | $1.1M | 0.81% |
| 27 | PAYPAL HLDGS INC | PYPL | 4,695 | $1.1M | 0.81% |
| 28 | PLUG POWER INC | PLUG | 31,400 | $1.1M | 0.78% |
| 29 | OKTA INC | OKTA | 3,965 | $1.0M | 0.74% |
| 30 | DOCUSIGN INC | DOCU | 4,514 | $1.0M | 0.73% |
| 31 | FIVERR INTL LTD | M4R82T106 | 4,620 | $901,362 | 0.66% |
| 32 | BOSTON BEER INC | SAM | 886 | $880,941 | 0.65% |
| 33 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 2,535 | $855,106 | 0.63% |
| 34 | INTUITIVE SURGICAL INC | ISRG | 1,009 | $825,463 | 0.60% |
| 35 | CROWDSTRIKE HLDGS INC | CRWD | 3,575 | $757,257 | 0.55% |
| 36 | AVALARA INC | 05338G106 | 4,505 | $742,829 | 0.54% |
| 37 | TELADOC HEALTH INC | TDOC | 3,666 | $733,053 | 0.54% |
| 38 | COUPA SOFTWARE INC | 22266L106 | 2,100 | $711,711 | 0.52% |
| 39 | CSX CORP | CSX | 7,571 | $687,083 | 0.50% |
| 40 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 3,150 | $654,539 | 0.48% |
| 41 | EXACT SCIENCES CORP | 30063P105 | 4,925 | $652,513 | 0.48% |
| 42 | EQUINIX INC | EQIX | 879 | $627,882 | 0.46% |
| 43 | PINTEREST INC | PINS | 9,440 | $622,096 | 0.46% |
| 44 | SYSCO CORP | SYY | 8,298 | $616,239 | 0.45% |
| 45 | SNAP INC | SNAP | 12,020 | $601,841 | 0.44% |
| 46 | SALESFORCE COM INC | CRM | 2,555 | $568,564 | 0.42% |
| 47 | REPAY HLDGS CORP | RPAY | 20,000 | $545,000 | 0.40% |
| 48 | DISNEY WALT CO | 254687106 | 2,804 | $508,029 | 0.37% |
| 49 | ANSYS INC | 03662Q105 | 1,275 | $463,845 | 0.34% |
| 50 | MERCADOLIBRE INC | MELI | 269 | $450,634 | 0.33% |
| 51 | PALANTIR TECHNOLOGIES INC | PLTR | 16,500 | $388,575 | 0.28% |
| 52 | CLEARPOINT NEURO INC | CLPT | 23,741 | $377,244 | 0.28% |
| 53 | ELASTIC N V | ESTC | 2,260 | $330,254 | 0.24% |
| 54 | SEAGEN INC | SE | 1,875 | $328,388 | 0.24% |
| 55 | ZSCALER INC | ZS | 1,625 | $324,529 | 0.24% |
| 56 | GEVO INC | GEVO | 67,500 | $286,875 | 0.21% |
| 57 | JOHNSON & JOHNSON | JNJ | 1,750 | $275,415 | 0.20% |
| 58 | SERVICENOW INC | NOW | 475 | $261,454 | 0.19% |
| 59 | GLOBAL PMTS INC | 37940X102 | 1,209 | $260,443 | 0.19% |
| 60 | QORVO INC | QRVO | 1,550 | $257,719 | 0.19% |
| 61 | DRAFTKINGS INC | DKNG | 5,500 | $256,080 | 0.19% |
| 62 | UNITY SOFTWARE INC | U | 1,650 | $253,226 | 0.19% |
| 63 | FLOOR & DECOR HLDGS INC | FND | 2,630 | $244,196 | 0.18% |
| 64 | VIACOMCBS INC | 92556H206 | 6,200 | $231,012 | 0.17% |
| 65 | THERMO FISHER SCIENTIFIC INC | TMO | 475 | $221,246 | 0.16% |
| 66 | AMGEN INC | AMGN | 926 | $212,906 | 0.16% |
| 67 | KANSAS CITY SOUTHERN | 485170302 | 1,000 | $204,130 | 0.15% |
| 68 | AMYRIS INC | 03236M200 | 21,725 | $134,152 | 0.10% |
| 69 | SG BLOCKS INC | 78418A505 | 18,175 | $110,868 | 0.08% |