13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001214659-24-019867
Total Value
$111.8M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 176,748 | $24.2M | 21.62% |
| 2 | AMAZON COM INC | AMZN | 131,800 | $14.0M | 12.52% |
| 3 | TESLA INC | TSLA | 13,700 | $9.2M | 8.25% |
| 4 | COSTCO WHSL CORP NEW | 22160K105 | 14,736 | $7.1M | 6.32% |
| 5 | MASTERCARD INCORPORATED | MA | 15,456 | $4.9M | 4.36% |
| 6 | NVIDIA CORPORATION | NVDA | 31,337 | $4.8M | 4.25% |
| 7 | ALPHABET INC | GOOG | 1,810 | $4.0M | 3.54% |
| 8 | BLACKSTONE INC | BX | 35,333 | $3.2M | 2.88% |
| 9 | STARBUCKS CORP | SBUX | 41,007 | $3.1M | 2.80% |
| 10 | ALPHABET INC | GOOG | 1,284 | $2.8M | 2.50% |
| 11 | META PLATFORMS INC | META | 17,155 | $2.8M | 2.47% |
| 12 | EDWARDS LIFESCIENCES CORP | EW | 27,425 | $2.6M | 2.33% |
| 13 | INTUIT | INTU | 6,545 | $2.5M | 2.26% |
| 14 | NETFLIX INC | NFLX | 13,511 | $2.4M | 2.11% |
| 15 | MICROSOFT CORP | MSFT | 8,870 | $2.3M | 2.04% |
| 16 | TRACTOR SUPPLY CO | TSCO | 9,681 | $1.9M | 1.68% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,138 | $1.4M | 1.26% |
| 18 | SYSCO CORP | SYY | 15,846 | $1.3M | 1.20% |
| 19 | BOSTON SCIENTIFIC CORP | BSX | 35,475 | $1.3M | 1.18% |
| 20 | DISNEY WALT CO | 254687106 | 13,370 | $1.3M | 1.13% |
| 21 | CANADIAN PAC RY LTD | 13645T100 | 16,608 | $1.2M | 1.04% |
| 22 | CSX CORP | CSX | 39,850 | $1.2M | 1.04% |
| 23 | CLEARPOINT NEURO INC | CLPT | 87,166 | $1.1M | 1.02% |
| 24 | VISA INC | V | 5,600 | $1.1M | 0.99% |
| 25 | FLOOR & DECOR HLDGS INC | FND | 16,525 | $1.0M | 0.93% |
| 26 | NIKE INC | NKE | 10,068 | $1.0M | 0.92% |
| 27 | DECKERS OUTDOOR CORP | DECK | 3,985 | $1.0M | 0.91% |
| 28 | INTUITIVE SURGICAL INC | ISRG | 4,244 | $851,813 | 0.76% |
| 29 | STERIS PLC | STE | 3,556 | $733,104 | 0.66% |
| 30 | VEEVA SYS INC | VEEV | 2,655 | $525,796 | 0.47% |
| 31 | IRHYTHM TECHNOLOGIES INC | IRTC | 4,250 | $459,128 | 0.41% |
| 32 | ROYALTY PHARMA PLC | RPRX | 10,835 | $455,505 | 0.41% |
| 33 | BOOKING HOLDINGS INC | BKNG | 233 | $407,515 | 0.36% |
| 34 | RESMED INC | RSMDF | 1,900 | $398,297 | 0.36% |
| 35 | SHOPIFY INC | SHOP | 12,700 | $396,748 | 0.35% |
| 36 | ANSYS INC | 03662Q105 | 1,325 | $317,059 | 0.28% |
| 37 | BLOCK INC | BSQKZ | 4,645 | $285,482 | 0.26% |
| 38 | JOHNSON & JOHNSON | JNJ | 1,575 | $279,578 | 0.25% |
| 39 | SALESFORCE INC | CRM | 1,675 | $276,442 | 0.25% |
| 40 | RALPH LAUREN CORP | RL | 2,975 | $266,709 | 0.24% |
| 41 | EQUINIX INC | EQIX | 395 | $259,523 | 0.23% |
| 42 | AMGEN INC | AMGN | 951 | $231,378 | 0.21% |
| 43 | THERMO FISHER SCIENTIFIC INC | TMO | 425 | $230,894 | 0.21% |
| 44 | PARAMOUNT GLOBAL | 92556H206 | 9,250 | $228,290 | 0.20% |
| 45 | ALIGN TECHNOLOGY INC | ALGN | 900 | $213,003 | 0.19% |
| 46 | HOME DEPOT INC | HD | 736 | $201,863 | 0.18% |
| 47 | OLEMA PHARMACEUTICALS INC | OLMA | 26,500 | $107,855 | 0.10% |
| 48 | AMYRIS INC | 03236M200 | 20,000 | $37,000 | 0.03% |
| 49 | GEVO INC | GEVO | 12,500 | $29,375 | 0.03% |