13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001214659-24-019862
Total Value
$133.7M
Positions
75
Other Managers
0
Confidential Omitted
No
Holdings (75)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 171,342 | $20.9M | 15.65% |
| 2 | AMAZON COM INC | AMZN | 6,618 | $20.5M | 15.32% |
| 3 | TESLA INC | TSLA | 14,922 | $10.0M | 7.45% |
| 4 | NETFLIX INC | NFLX | 16,407 | $8.6M | 6.40% |
| 5 | MASTERCARD INCORPORATED | MA | 16,801 | $6.0M | 4.47% |
| 6 | STARBUCKS CORP | SBUX | 38,606 | $4.2M | 3.16% |
| 7 | NVIDIA CORPORATION | NVDA | 7,603 | $4.1M | 3.04% |
| 8 | FACEBOOK INC | META | 12,807 | $3.8M | 2.82% |
| 9 | COSTCO WHSL CORP NEW | 22160K105 | 9,566 | $3.4M | 2.52% |
| 10 | ALPHABET INC | GOOG | 1,594 | $3.3M | 2.47% |
| 11 | INTUIT | INTU | 6,113 | $2.3M | 1.75% |
| 12 | ALPHABET INC | GOOG | 1,047 | $2.2M | 1.62% |
| 13 | SQUARE INC | BSQKZ | 9,245 | $2.1M | 1.57% |
| 14 | BLACKSTONE GROUP INC | BX | 26,362 | $2.0M | 1.47% |
| 15 | EDWARDS LIFESCIENCES CORP | EW | 22,050 | $1.8M | 1.38% |
| 16 | CLEARPOINT NEURO INC | CLPT | 85,225 | $1.8M | 1.35% |
| 17 | MICROSOFT CORP | MSFT | 7,585 | $1.8M | 1.34% |
| 18 | TWILIO INC | TWLO | 4,330 | $1.5M | 1.10% |
| 19 | VISA INC | V | 6,925 | $1.5M | 1.10% |
| 20 | PAYPAL HLDGS INC | PYPL | 5,715 | $1.4M | 1.04% |
| 21 | FASTLY INC | FSLY | 19,355 | $1.3M | 0.97% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,810 | $1.2M | 0.92% |
| 23 | BOSTON BEER INC | SAM | 986 | $1.2M | 0.89% |
| 24 | NIKE INC | NKE | 8,623 | $1.1M | 0.86% |
| 25 | BOSTON SCIENTIFIC CORP | BSX | 29,150 | $1.1M | 0.84% |
| 26 | FIVERR INTL LTD | M4R82T106 | 5,095 | $1.1M | 0.83% |
| 27 | AMYRIS INC | 03236M200 | 56,725 | $1.1M | 0.81% |
| 28 | ROKU INC | ROKU | 3,305 | $1.1M | 0.81% |
| 29 | VEEVA SYS INC | VEEV | 3,965 | $1.0M | 0.77% |
| 30 | PLUG POWER INC | PLUG | 25,575 | $916,608 | 0.69% |
| 31 | FINTECH ACQUISITION CORP V | 31810Q107 | 75,475 | $846,075 | 0.63% |
| 32 | PINTEREST INC | PINS | 11,415 | $845,052 | 0.63% |
| 33 | CSX CORP | CSX | 8,700 | $838,870 | 0.63% |
| 34 | OKTA INC | OKTA | 3,680 | $811,182 | 0.61% |
| 35 | DOCUSIGN INC | DOCU | 3,839 | $777,206 | 0.58% |
| 36 | THE TRADE DESK INC | 88339J105 | 1,165 | $759,184 | 0.57% |
| 37 | INTUITIVE SURGICAL INC | ISRG | 1,009 | $745,590 | 0.56% |
| 38 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 2,280 | $732,541 | 0.55% |
| 39 | CROWDSTRIKE HLDGS INC | CRWD | 3,960 | $722,740 | 0.54% |
| 40 | SYSCO CORP | SYY | 8,557 | $673,741 | 0.50% |
| 41 | IRHYTHM TECHNOLOGIES INC | IRTC | 4,550 | $631,813 | 0.47% |
| 42 | EXACT SCIENCES CORP | 30063P105 | 4,775 | $629,250 | 0.47% |
| 43 | SNAP INC | SNAP | 11,945 | $624,604 | 0.47% |
| 44 | TELADOC HEALTH INC | TDOC | 3,188 | $579,419 | 0.43% |
| 45 | SALESFORCE COM INC | CRM | 2,655 | $562,515 | 0.42% |
| 46 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 3,050 | $538,935 | 0.40% |
| 47 | COUPA SOFTWARE INC | 22266L106 | 2,075 | $528,046 | 0.39% |
| 48 | PALANTIR TECHNOLOGIES INC | PLTR | 22,350 | $520,532 | 0.39% |
| 49 | DISNEY WALT CO | 254687106 | 2,814 | $519,239 | 0.39% |
| 50 | AVALARA INC | 05338G106 | 3,645 | $486,352 | 0.36% |
| 51 | ANSYS INC | 03662Q105 | 1,325 | $449,917 | 0.34% |
| 52 | REPAY HLDGS CORP | RPAY | 17,500 | $410,900 | 0.31% |
| 53 | DRAFTKINGS INC | DKNG | 6,425 | $394,045 | 0.29% |
| 54 | VIACOMCBS INC | 92556H206 | 8,050 | $363,055 | 0.27% |
| 55 | EQUINIX INC | EQIX | 511 | $347,282 | 0.26% |
| 56 | MERCADOLIBRE INC | MELI | 229 | $337,120 | 0.25% |
| 57 | BERKELEY LTS INC | 084310101 | 6,436 | $323,280 | 0.24% |
| 58 | FLOOR & DECOR HLDGS INC | FND | 3,305 | $315,561 | 0.24% |
| 59 | JOHNSON & JOHNSON | JNJ | 1,750 | $287,613 | 0.22% |
| 60 | QORVO INC | QRVO | 1,550 | $283,185 | 0.21% |
| 61 | KANSAS CITY SOUTHERN | 485170302 | 1,000 | $263,920 | 0.20% |
| 62 | GEVO INC | GEVO | 25,000 | $245,250 | 0.18% |
| 63 | HOWARD HUGHES CORP | HHH | 2,500 | $237,825 | 0.18% |
| 64 | SERVICENOW INC | NOW | 475 | $237,552 | 0.18% |
| 65 | AMGEN INC | AMGN | 926 | $230,398 | 0.17% |
| 66 | GLOBAL PMTS INC | 37940X102 | 1,111 | $223,955 | 0.17% |
| 67 | THERMO FISHER SCIENTIFIC INC | TMO | 475 | $216,781 | 0.16% |
| 68 | FIVE BELOW INC | FIVE | 1,065 | $203,191 | 0.15% |
| 69 | TWITTER INC | 90184L102 | 3,185 | $202,662 | 0.15% |
| 70 | BOOKING HOLDINGS INC | BKNG | 86 | $200,366 | 0.15% |
| 71 | GT BIOPHARMA INC | GTBP | 19,000 | $129,960 | 0.10% |
| 72 | NANO DIMENSION LTD | NNDM | 10,750 | $92,343 | 0.07% |
| 73 | CITIUS PHARMACEUTICALS INC | CTXR | 30,000 | $53,400 | 0.04% |
| 74 | SG BLOCKS INC | 78418A505 | 11,000 | $51,260 | 0.04% |
| 75 | HARBOR CUSTOM DEVELOPMENT IN | 41150T108 | 15,000 | $47,550 | 0.04% |