13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001214659-24-019863
Total Value
$146.4M
Positions
75
Other Managers
0
Confidential Omitted
No
Holdings (75)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 170,653 | $23.4M | 15.96% |
| 2 | AMAZON COM INC | AMZN | 6,607 | $22.7M | 15.52% |
| 3 | TESLA INC | TSLA | 13,733 | $9.3M | 6.37% |
| 4 | NETFLIX INC | NFLX | 15,637 | $8.3M | 5.64% |
| 5 | NVIDIA CORPORATION | NVDA | 8,538 | $6.8M | 4.67% |
| 6 | MASTERCARD INCORPORATED | MA | 16,601 | $6.1M | 4.14% |
| 7 | FACEBOOK INC | META | 14,501 | $5.0M | 3.44% |
| 8 | STARBUCKS CORP | SBUX | 39,819 | $4.5M | 3.04% |
| 9 | ALPHABET INC | GOOG | 1,601 | $4.0M | 2.74% |
| 10 | COSTCO WHSL CORP NEW | 22160K105 | 9,791 | $3.9M | 2.65% |
| 11 | INTUIT | INTU | 6,088 | $3.0M | 2.04% |
| 12 | SQUARE INC | BSQKZ | 11,270 | $2.7M | 1.88% |
| 13 | BLACKSTONE GROUP INC | BX | 27,334 | $2.7M | 1.81% |
| 14 | ALPHABET INC | GOOG | 1,047 | $2.6M | 1.75% |
| 15 | EDWARDS LIFESCIENCES CORP | EW | 22,975 | $2.4M | 1.63% |
| 16 | CLEARPOINT NEURO INC | CLPT | 116,300 | $2.2M | 1.52% |
| 17 | MICROSOFT CORP | MSFT | 7,585 | $2.1M | 1.40% |
| 18 | PAYPAL HLDGS INC | PYPL | 6,465 | $1.9M | 1.29% |
| 19 | VISA INC | V | 6,925 | $1.6M | 1.11% |
| 20 | CROWDSTRIKE HLDGS INC | CRWD | 5,675 | $1.4M | 0.97% |
| 21 | NIKE INC | NKE | 8,643 | $1.3M | 0.91% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,785 | $1.3M | 0.91% |
| 23 | TWILIO INC | TWLO | 3,230 | $1.3M | 0.87% |
| 24 | BOSTON SCIENTIFIC CORP | BSX | 29,150 | $1.2M | 0.85% |
| 25 | BOSTON BEER INC | SAM | 1,196 | $1.2M | 0.83% |
| 26 | VEEVA SYS INC | VEEV | 3,915 | $1.2M | 0.83% |
| 27 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 3,130 | $1.2M | 0.83% |
| 28 | ROKU INC | ROKU | 2,600 | $1.2M | 0.82% |
| 29 | OLEMA PHARMACEUTICALS INC | OLMA | 42,274 | $1.2M | 0.81% |
| 30 | DOCUSIGN INC | DOCU | 3,999 | $1.1M | 0.76% |
| 31 | FIVERR INTL LTD | M4R82T106 | 4,260 | $1.0M | 0.71% |
| 32 | INTUITIVE SURGICAL INC | ISRG | 1,109 | $1.0M | 0.70% |
| 33 | CSX CORP | CSX | 26,100 | $837,304 | 0.57% |
| 34 | OKTA INC | OKTA | 3,355 | $820,901 | 0.56% |
| 35 | SNAP INC | SNAP | 11,945 | $813,932 | 0.56% |
| 36 | PINTEREST INC | PINS | 9,731 | $768,262 | 0.52% |
| 37 | SYSCO CORP | SYY | 8,564 | $665,839 | 0.45% |
| 38 | SALESFORCE COM INC | CRM | 2,710 | $661,972 | 0.45% |
| 39 | EXACT SCIENCES CORP | 30063P105 | 4,775 | $593,580 | 0.41% |
| 40 | COUPA SOFTWARE INC | 22266L106 | 1,925 | $504,562 | 0.34% |
| 41 | THE TRADE DESK INC | 88339J105 | 6,450 | $498,972 | 0.34% |
| 42 | DISNEY WALT CO | 254687106 | 2,834 | $498,132 | 0.34% |
| 43 | AVALARA INC | 05338G106 | 3,070 | $496,726 | 0.34% |
| 44 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 2,675 | $473,529 | 0.32% |
| 45 | ANSYS INC | 03662Q105 | 1,325 | $459,855 | 0.31% |
| 46 | FASTLY INC | FSLY | 7,530 | $448,788 | 0.31% |
| 47 | REPAY HLDGS CORP | RPAY | 17,500 | $420,700 | 0.29% |
| 48 | FINTECH ACQUISITION CORP V | 31810Q107 | 33,225 | $405,013 | 0.28% |
| 49 | FLOOR & DECOR HLDGS INC | FND | 3,305 | $349,339 | 0.24% |
| 50 | MERCADOLIBRE INC | MELI | 210 | $327,136 | 0.22% |
| 51 | SHOCKWAVE MED INC | 82489T104 | 1,710 | $324,438 | 0.22% |
| 52 | PLUG POWER INC | PLUG | 9,325 | $318,822 | 0.22% |
| 53 | GT BIOPHARMA INC | GTBP | 20,500 | $317,750 | 0.22% |
| 54 | EQUINIX INC | EQIX | 395 | $317,027 | 0.22% |
| 55 | QORVO INC | QRVO | 1,575 | $308,149 | 0.21% |
| 56 | TELADOC HEALTH INC | TDOC | 1,810 | $300,985 | 0.21% |
| 57 | BERKELEY LTS INC | 084310101 | 6,436 | $288,397 | 0.20% |
| 58 | KANSAS CITY SOUTHERN | 485170302 | 1,000 | $283,370 | 0.19% |
| 59 | FIVE BELOW INC | FIVE | 1,440 | $278,309 | 0.19% |
| 60 | PALANTIR TECHNOLOGIES INC | PLTR | 10,200 | $268,872 | 0.18% |
| 61 | SERVICENOW INC | NOW | 475 | $261,036 | 0.18% |
| 62 | JOHNSON & JOHNSON | JNJ | 1,575 | $259,466 | 0.18% |
| 63 | HOWARD HUGHES CORP | HHH | 2,500 | $243,650 | 0.17% |
| 64 | THERMO FISHER SCIENTIFIC INC | TMO | 475 | $239,623 | 0.16% |
| 65 | AMGEN INC | AMGN | 926 | $225,713 | 0.15% |
| 66 | AMYRIS INC | 03236M200 | 13,750 | $225,088 | 0.15% |
| 67 | CLOUDFLARE INC | NET | 2,100 | $222,264 | 0.15% |
| 68 | TWITTER INC | 90184L102 | 3,185 | $219,160 | 0.15% |
| 69 | GLOBAL PMTS INC | 37940X102 | 1,111 | $208,357 | 0.14% |
| 70 | GEVO INC | GEVO | 12,500 | $90,875 | 0.06% |
| 71 | AUDDIA INC | AUUD | 12,500 | $70,500 | 0.05% |
| 72 | CITIUS PHARMACEUTICALS INC | CTXR | 20,000 | $69,600 | 0.05% |
| 73 | EASTSIDE DISTILLING INC | 277802302 | 24,000 | $67,680 | 0.05% |
| 74 | HARBOR CUSTOM DEVELOPMENT IN | 41150T108 | 15,000 | $48,600 | 0.03% |
| 75 | BIOSIG TECHNOLOGIES INC | 09073N201 | 11,100 | $42,846 | 0.03% |