13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001214659-24-019866
Total Value
$156.1M
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 173,648 | $30.3M | 19.43% |
| 2 | AMAZON COM INC | AMZN | 6,745 | $22.0M | 14.09% |
| 3 | TESLA INC | TSLA | 14,205 | $15.3M | 9.81% |
| 4 | NVIDIA CORPORATION | NVDA | 40,637 | $11.1M | 7.10% |
| 5 | COSTCO WHSL CORP NEW | 22160K105 | 12,816 | $7.4M | 4.73% |
| 6 | NETFLIX INC | NFLX | 17,251 | $6.5M | 4.14% |
| 7 | MASTERCARD INCORPORATED | MA | 15,356 | $5.5M | 3.52% |
| 8 | ALPHABET INC | GOOG | 1,790 | $5.0M | 3.20% |
| 9 | INTUIT | INTU | 8,220 | $4.0M | 2.53% |
| 10 | BLACKSTONE INC | BX | 30,280 | $3.8M | 2.46% |
| 11 | STARBUCKS CORP | SBUX | 39,857 | $3.6M | 2.32% |
| 12 | ALPHABET INC | GOOG | 1,299 | $3.6M | 2.32% |
| 13 | EDWARDS LIFESCIENCES CORP | EW | 27,850 | $3.3M | 2.10% |
| 14 | TRACTOR SUPPLY CO | TSCO | 12,102 | $2.8M | 1.81% |
| 15 | MICROSOFT CORP | MSFT | 8,870 | $2.7M | 1.75% |
| 16 | META PLATFORMS INC | META | 11,560 | $2.6M | 1.65% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,135 | $1.8M | 1.16% |
| 18 | BOSTON SCIENTIFIC CORP | BSX | 36,025 | $1.6M | 1.02% |
| 19 | CSX CORP | CSX | 39,850 | $1.5M | 0.96% |
| 20 | CANADIAN PAC RY LTD | 13645T100 | 16,608 | $1.4M | 0.88% |
| 21 | FLOOR & DECOR HLDGS INC | FND | 16,700 | $1.4M | 0.87% |
| 22 | INTUITIVE SURGICAL INC | ISRG | 4,404 | $1.3M | 0.85% |
| 23 | VISA INC | V | 5,600 | $1.2M | 0.80% |
| 24 | NIKE INC | NKE | 9,118 | $1.2M | 0.79% |
| 25 | SYSCO CORP | SYY | 13,488 | $1.1M | 0.71% |
| 26 | CROWDSTRIKE HLDGS INC | CRWD | 4,600 | $1.0M | 0.67% |
| 27 | VEEVA SYS INC | VEEV | 4,305 | $914,640 | 0.59% |
| 28 | SHOPIFY INC | SHOP | 1,314 | $888,211 | 0.57% |
| 29 | STERIS PLC | STE | 3,554 | $859,265 | 0.55% |
| 30 | RALPH LAUREN CORP | RL | 6,401 | $726,129 | 0.47% |
| 31 | IRHYTHM TECHNOLOGIES INC | IRTC | 4,040 | $636,179 | 0.41% |
| 32 | BLOCK INC | BSQKZ | 4,645 | $629,862 | 0.40% |
| 33 | BOOKING HOLDINGS INC | BKNG | 243 | $570,673 | 0.37% |
| 34 | EQUINIX INC | EQIX | 695 | $515,426 | 0.33% |
| 35 | SALESFORCE COM INC | CRM | 2,360 | $501,075 | 0.32% |
| 36 | PARAMOUNT GLOBAL | 92556H206 | 11,700 | $442,377 | 0.28% |
| 37 | CLEARPOINT NEURO INC | CLPT | 42,241 | $439,729 | 0.28% |
| 38 | ROYALTY PHARMA PLC | RPRX | 10,825 | $421,742 | 0.27% |
| 39 | ANSYS INC | 03662Q105 | 1,325 | $420,886 | 0.27% |
| 40 | DISNEY WALT CO | 254687106 | 2,970 | $407,365 | 0.26% |
| 41 | ATLASSIAN CORP PLC | TEAM | 1,275 | $374,633 | 0.24% |
| 42 | PLUG POWER INC | PLUG | 12,775 | $365,493 | 0.23% |
| 43 | BILL COM HLDGS INC | BILL | 1,525 | $345,855 | 0.22% |
| 44 | EXACT SCIENCES CORP | 30063P105 | 4,250 | $297,160 | 0.19% |
| 45 | AVALARA INC | 05338G106 | 2,875 | $286,091 | 0.18% |
| 46 | JOHNSON & JOHNSON | JNJ | 1,575 | $279,137 | 0.18% |
| 47 | THE TRADE DESK INC | 88339J105 | 3,925 | $271,806 | 0.17% |
| 48 | CONFLUENT INC | 20717M103 | 6,575 | $269,575 | 0.17% |
| 49 | TWILIO INC | TWLO | 1,635 | $269,464 | 0.17% |
| 50 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 1,660 | $255,208 | 0.16% |
| 51 | THERMO FISHER SCIENTIFIC INC | TMO | 425 | $251,026 | 0.16% |
| 52 | OKTA INC | OKTA | 1,605 | $242,291 | 0.16% |
| 53 | HOWARD HUGHES CORP | HHH | 2,250 | $233,123 | 0.15% |
| 54 | AMGEN INC | AMGN | 951 | $229,971 | 0.15% |
| 55 | DECKERS OUTDOOR CORP | DECK | 810 | $221,754 | 0.14% |
| 56 | FIVE BELOW INC | FIVE | 1,335 | $211,424 | 0.14% |
| 57 | OLEMA PHARMACEUTICALS INC | OLMA | 26,500 | $112,890 | 0.07% |
| 58 | FUBOTV INC | FUBO | 10,500 | $68,985 | 0.04% |
| 59 | GEVO INC | GEVO | 12,500 | $58,500 | 0.04% |