13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001214659-24-019865
Total Value
$170.3M
Positions
62
Other Managers
0
Confidential Omitted
No
Holdings (62)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 173,880 | $30.9M | 18.14% |
| 2 | AMAZON COM INC | AMZN | 6,776 | $22.6M | 13.27% |
| 3 | TESLA INC | TSLA | 14,835 | $15.7M | 9.21% |
| 4 | NVIDIA CORPORATION | NVDA | 39,180 | $11.5M | 6.77% |
| 5 | NETFLIX INC | NFLX | 18,441 | $11.1M | 6.53% |
| 6 | COSTCO WHSL CORP NEW | 22160K105 | 11,901 | $6.8M | 3.97% |
| 7 | INTUIT | INTU | 8,758 | $5.6M | 3.31% |
| 8 | MASTERCARD INCORPORATED | MA | 15,446 | $5.6M | 3.26% |
| 9 | STARBUCKS CORP | SBUX | 44,891 | $5.3M | 3.08% |
| 10 | META PLATFORMS INC | META | 15,069 | $5.1M | 2.98% |
| 11 | ALPHABET INC | GOOG | 1,700 | $4.9M | 2.89% |
| 12 | BLACKSTONE INC | BX | 29,883 | $3.9M | 2.27% |
| 13 | ALPHABET INC | GOOG | 1,184 | $3.4M | 2.01% |
| 14 | EDWARDS LIFESCIENCES CORP | EW | 25,200 | $3.3M | 1.92% |
| 15 | MICROSOFT CORP | MSFT | 8,835 | $3.0M | 1.75% |
| 16 | CONFLUENT INC | 20717M103 | 30,175 | $2.3M | 1.35% |
| 17 | TRACTOR SUPPLY CO | TSCO | 7,950 | $1.9M | 1.11% |
| 18 | FLOOR & DECOR HLDGS INC | FND | 14,550 | $1.9M | 1.11% |
| 19 | INTUITIVE SURGICAL INC | ISRG | 4,404 | $1.6M | 0.93% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,135 | $1.5M | 0.90% |
| 21 | NIKE INC | NKE | 8,943 | $1.5M | 0.88% |
| 22 | DIGITALOCEAN HLDGS INC | DOCN | 17,525 | $1.4M | 0.83% |
| 23 | BOSTON SCIENTIFIC CORP | BSX | 31,150 | $1.3M | 0.78% |
| 24 | VEEVA SYS INC | VEEV | 5,065 | $1.3M | 0.76% |
| 25 | CSX CORP | CSX | 34,100 | $1.3M | 0.75% |
| 26 | VISA INC | V | 5,625 | $1.2M | 0.72% |
| 27 | BLOCK INC | BSQKZ | 6,725 | $1.1M | 0.64% |
| 28 | CROWDSTRIKE HLDGS INC | CRWD | 4,850 | $993,038 | 0.58% |
| 29 | OKTA INC | OKTA | 4,105 | $920,218 | 0.54% |
| 30 | TWILIO INC | TWLO | 2,815 | $741,302 | 0.44% |
| 31 | SYSCO CORP | SYY | 8,580 | $673,976 | 0.40% |
| 32 | SALESFORCE COM INC | CRM | 2,560 | $650,573 | 0.38% |
| 33 | ANSYS INC | 03662Q105 | 1,475 | $591,652 | 0.35% |
| 34 | EQUINIX INC | EQIX | 695 | $587,859 | 0.35% |
| 35 | BOOKING HOLDINGS INC | BKNG | 228 | $547,024 | 0.32% |
| 36 | AVALARA INC | 05338G106 | 3,940 | $508,693 | 0.30% |
| 37 | DATADOG INC | DDOG | 2,825 | $503,161 | 0.30% |
| 38 | ATLASSIAN CORP PLC | TEAM | 1,275 | $486,145 | 0.29% |
| 39 | DISNEY WALT CO | 254687106 | 2,970 | $460,023 | 0.27% |
| 40 | DOCUSIGN INC | DOCU | 2,544 | $387,477 | 0.23% |
| 41 | PLUG POWER INC | PLUG | 13,475 | $380,399 | 0.22% |
| 42 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 1,900 | $337,668 | 0.20% |
| 43 | THE TRADE DESK INC | 88339J105 | 3,675 | $336,777 | 0.20% |
| 44 | EXACT SCIENCES CORP | 30063P105 | 4,250 | $330,778 | 0.19% |
| 45 | SNAP INC | SNAP | 6,820 | $320,745 | 0.19% |
| 46 | OLEMA PHARMACEUTICALS INC | OLMA | 32,274 | $302,085 | 0.18% |
| 47 | CLEARPOINT NEURO INC | CLPT | 26,150 | $293,403 | 0.17% |
| 48 | THERMO FISHER SCIENTIFIC INC | TMO | 425 | $283,577 | 0.17% |
| 49 | SHOCKWAVE MED INC | 82489T104 | 1,585 | $282,653 | 0.17% |
| 50 | FIVE BELOW INC | FIVE | 1,315 | $272,060 | 0.16% |
| 51 | JOHNSON & JOHNSON | JNJ | 1,575 | $269,435 | 0.16% |
| 52 | FIVERR INTL LTD | M4R82T106 | 2,325 | $264,353 | 0.16% |
| 53 | SERVICENOW INC | NOW | 375 | $243,416 | 0.14% |
| 54 | ZSCALER INC | ZS | 750 | $240,998 | 0.14% |
| 55 | CLOUDFLARE INC | NET | 1,825 | $239,988 | 0.14% |
| 56 | AMGEN INC | AMGN | 1,026 | $230,819 | 0.14% |
| 57 | HOWARD HUGHES CORP | HHH | 2,250 | $229,005 | 0.13% |
| 58 | UNITY SOFTWARE INC | U | 1,425 | $203,761 | 0.12% |
| 59 | SNOWFLAKE INC | SNOW | 600 | $203,250 | 0.12% |
| 60 | AMYRIS INC | 03236M200 | 10,000 | $54,100 | 0.03% |
| 61 | GEVO INC | GEVO | 12,500 | $53,500 | 0.03% |
| 62 | CITIUS PHARMACEUTICALS INC | CTXR | 20,000 | $30,800 | 0.02% |