13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001214659-24-019864
Total Value
$147.6M
Positions
69
Other Managers
0
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 168,900 | $23.9M | 16.19% |
| 2 | AMAZON COM INC | AMZN | 6,664 | $21.9M | 14.83% |
| 3 | TESLA INC | TSLA | 13,201 | $10.2M | 6.94% |
| 4 | NETFLIX INC | NFLX | 16,152 | $9.9M | 6.68% |
| 5 | NVIDIA CORPORATION | NVDA | 33,204 | $6.9M | 4.66% |
| 6 | MASTERCARD INCORPORATED | MA | 16,176 | $5.6M | 3.81% |
| 7 | FACEBOOK INC | META | 14,184 | $4.8M | 3.26% |
| 8 | STARBUCKS CORP | SBUX | 41,163 | $4.5M | 3.08% |
| 9 | ALPHABET INC | GOOG | 1,650 | $4.4M | 2.98% |
| 10 | COSTCO WHSL CORP NEW | 22160K105 | 9,741 | $4.4M | 2.97% |
| 11 | INTUIT | INTU | 6,403 | $3.5M | 2.34% |
| 12 | BLACKSTONE INC | BX | 27,832 | $3.2M | 2.19% |
| 13 | SQUARE INC | BSQKZ | 13,000 | $3.1M | 2.11% |
| 14 | ALPHABET INC | GOOG | 1,079 | $2.9M | 1.95% |
| 15 | EDWARDS LIFESCIENCES CORP | EW | 22,700 | $2.6M | 1.74% |
| 16 | MICROSOFT CORP | MSFT | 7,585 | $2.1M | 1.45% |
| 17 | CLEARPOINT NEURO INC | CLPT | 101,750 | $1.8M | 1.22% |
| 18 | PAYPAL HLDGS INC | PYPL | 6,415 | $1.7M | 1.13% |
| 19 | CROWDSTRIKE HLDGS INC | CRWD | 6,325 | $1.6M | 1.05% |
| 20 | VISA INC | V | 6,925 | $1.5M | 1.05% |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,361 | $1.5M | 0.99% |
| 22 | CONFLUENT INC | 20717M103 | 24,025 | $1.4M | 0.97% |
| 23 | NIKE INC | NKE | 8,843 | $1.3M | 0.87% |
| 24 | BOSTON SCIENTIFIC CORP | BSX | 29,150 | $1.3M | 0.86% |
| 25 | DIGITALOCEAN HLDGS INC | DOCN | 15,200 | $1.2M | 0.80% |
| 26 | VEEVA SYS INC | VEEV | 3,890 | $1.1M | 0.76% |
| 27 | INTUITIVE SURGICAL INC | ISRG | 1,109 | $1.1M | 0.75% |
| 28 | DOCUSIGN INC | DOCU | 4,219 | $1.1M | 0.74% |
| 29 | TWILIO INC | TWLO | 3,345 | $1.1M | 0.72% |
| 30 | SNAP INC | SNAP | 12,120 | $895,304 | 0.61% |
| 31 | OLEMA PHARMACEUTICALS INC | OLMA | 32,274 | $889,471 | 0.60% |
| 32 | OKTA INC | OKTA | 3,405 | $808,143 | 0.55% |
| 33 | CSX CORP | CSX | 26,100 | $776,228 | 0.53% |
| 34 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 2,920 | $763,580 | 0.52% |
| 35 | SALESFORCE COM INC | CRM | 2,710 | $735,006 | 0.50% |
| 36 | SYSCO CORP | SYY | 8,572 | $672,933 | 0.46% |
| 37 | FLOOR & DECOR HLDGS INC | FND | 5,250 | $634,148 | 0.43% |
| 38 | SHOCKWAVE MED INC | 82489T104 | 3,020 | $621,758 | 0.42% |
| 39 | AVALARA INC | 05338G106 | 3,245 | $567,129 | 0.38% |
| 40 | DISNEY WALT CO | 254687106 | 2,970 | $502,435 | 0.34% |
| 41 | BOSTON BEER INC | SAM | 941 | $479,675 | 0.33% |
| 42 | PALANTIR TECHNOLOGIES INC | PLTR | 18,825 | $452,553 | 0.31% |
| 43 | AFFIRM HLDGS INC | AFRM | 3,550 | $422,912 | 0.29% |
| 44 | ANSYS INC | 03662Q105 | 1,225 | $417,051 | 0.28% |
| 45 | EXACT SCIENCES CORP | 30063P105 | 4,250 | $405,663 | 0.27% |
| 46 | COUPA SOFTWARE INC | 22266L106 | 1,825 | $400,004 | 0.27% |
| 47 | THE TRADE DESK INC | 88339J105 | 5,325 | $374,348 | 0.25% |
| 48 | MERCADOLIBRE INC | MELI | 210 | $352,674 | 0.24% |
| 49 | EQUINIX INC | EQIX | 395 | $312,101 | 0.21% |
| 50 | SEA LTD | SE | 975 | $310,762 | 0.21% |
| 51 | KANSAS CITY SOUTHERN | 485170302 | 1,100 | $297,704 | 0.20% |
| 52 | SERVICENOW INC | NOW | 475 | $295,578 | 0.20% |
| 53 | CLOUDFLARE INC | NET | 2,600 | $292,890 | 0.20% |
| 54 | REPAY HLDGS CORP | RPAY | 12,350 | $284,421 | 0.19% |
| 55 | ROKU INC | ROKU | 900 | $282,015 | 0.19% |
| 56 | QORVO INC | QRVO | 1,550 | $259,145 | 0.18% |
| 57 | THERMO FISHER SCIENTIFIC INC | TMO | 450 | $257,099 | 0.17% |
| 58 | JOHNSON & JOHNSON | JNJ | 1,575 | $254,363 | 0.17% |
| 59 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 1,600 | $246,512 | 0.17% |
| 60 | UNITY SOFTWARE INC | U | 1,925 | $243,031 | 0.16% |
| 61 | FIVERR INTL LTD | M4R82T106 | 1,300 | $237,484 | 0.16% |
| 62 | FIVE BELOW INC | FIVE | 1,315 | $232,505 | 0.16% |
| 63 | ATLASSIAN CORP PLC | TEAM | 575 | $225,067 | 0.15% |
| 64 | BOOKING HOLDINGS INC | BKNG | 91 | $216,022 | 0.15% |
| 65 | TRACTOR SUPPLY CO | TSCO | 1,055 | $213,754 | 0.14% |
| 66 | ELASTIC N V | ESTC | 1,345 | $200,392 | 0.14% |
| 67 | AMYRIS INC | 03236M200 | 10,000 | $137,300 | 0.09% |
| 68 | GEVO INC | GEVO | 12,500 | $83,000 | 0.06% |
| 69 | CITIUS PHARMACEUTICALS INC | CTXR | 20,000 | $40,600 | 0.03% |