13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001214659-24-019868
Total Value
$112.1M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 176,263 | $24.4M | 21.74% |
| 2 | AMAZON COM INC | AMZN | 131,785 | $14.9M | 13.29% |
| 3 | TESLA INC | TSLA | 40,585 | $10.8M | 9.61% |
| 4 | COSTCO WHSL CORP NEW | 22160K105 | 15,811 | $7.5M | 6.66% |
| 5 | DECKERS OUTDOOR CORP | DECK | 14,335 | $4.5M | 4.00% |
| 6 | MASTERCARD INCORPORATED | MA | 15,631 | $4.4M | 3.97% |
| 7 | NVIDIA CORPORATION | NVDA | 30,592 | $3.7M | 3.31% |
| 8 | ALPHABET INC | GOOG | 36,160 | $3.5M | 3.10% |
| 9 | STARBUCKS CORP | SBUX | 40,882 | $3.4M | 3.07% |
| 10 | NETFLIX INC | NFLX | 12,911 | $3.0M | 2.71% |
| 11 | BLACKSTONE INC | BX | 36,086 | $3.0M | 2.70% |
| 12 | INTUIT | INTU | 6,565 | $2.5M | 2.27% |
| 13 | ALPHABET INC | GOOG | 25,280 | $2.4M | 2.16% |
| 14 | EDWARDS LIFESCIENCES CORP | EW | 27,075 | $2.2M | 2.00% |
| 15 | MICROSOFT CORP | MSFT | 8,870 | $2.1M | 1.84% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,130 | $1.4M | 1.22% |
| 17 | BOSTON SCIENTIFIC CORP | BSX | 35,340 | $1.4M | 1.22% |
| 18 | CLEARPOINT NEURO INC | CLPT | 113,725 | $1.2M | 1.05% |
| 19 | SYSCO CORP | SYY | 16,256 | $1.1M | 1.03% |
| 20 | CANADIAN PAC RY LTD | 13645T100 | 16,608 | $1.1M | 0.99% |
| 21 | CSX CORP | CSX | 39,850 | $1.1M | 0.95% |
| 22 | NIKE INC | NKE | 12,318 | $1.0M | 0.91% |
| 23 | VISA INC | V | 5,600 | $994,840 | 0.89% |
| 24 | TRACTOR SUPPLY CO | TSCO | 5,192 | $965,033 | 0.86% |
| 25 | DISNEY WALT CO | 254687106 | 9,370 | $883,872 | 0.79% |
| 26 | INMODE LTD | INMD | 29,750 | $866,023 | 0.77% |
| 27 | INTUITIVE SURGICAL INC | ISRG | 4,044 | $758,007 | 0.68% |
| 28 | FLOOR & DECOR HLDGS INC | FND | 9,600 | $674,496 | 0.60% |
| 29 | SHOCKWAVE MED INC | 82489T104 | 2,085 | $579,776 | 0.52% |
| 30 | IRHYTHM TECHNOLOGIES INC | IRTC | 4,425 | $554,364 | 0.49% |
| 31 | ROYALTY PHARMA PLC | RPRX | 10,594 | $425,676 | 0.38% |
| 32 | RESMED INC | RSMDF | 1,900 | $414,770 | 0.37% |
| 33 | VEEVA SYS INC | VEEV | 2,380 | $392,414 | 0.35% |
| 34 | ANSYS INC | 03662Q105 | 1,725 | $382,433 | 0.34% |
| 35 | META PLATFORMS INC | META | 2,655 | $360,230 | 0.32% |
| 36 | BJS WHSL CLUB HLDGS INC | 05550J101 | 4,875 | $354,949 | 0.32% |
| 37 | STERIS PLC | STE | 1,939 | $322,428 | 0.29% |
| 38 | SHOPIFY INC | SHOP | 11,700 | $315,198 | 0.28% |
| 39 | JOHNSON & JOHNSON | JNJ | 1,575 | $257,292 | 0.23% |
| 40 | BLOCK INC | BSQKZ | 4,645 | $255,429 | 0.23% |
| 41 | BOOKING HOLDINGS INC | BKNG | 148 | $243,195 | 0.22% |
| 42 | SALESFORCE INC | CRM | 1,675 | $240,932 | 0.21% |
| 43 | XPEL INC | XPEL | 3,675 | $236,817 | 0.21% |
| 44 | GLOBAL E ONLINE LTD | GLBE | 8,100 | $216,756 | 0.19% |
| 45 | THERMO FISHER SCIENTIFIC INC | TMO | 425 | $215,556 | 0.19% |
| 46 | AMGEN INC | AMGN | 951 | $214,355 | 0.19% |
| 47 | EQUINIX INC | EQIX | 375 | $213,315 | 0.19% |
| 48 | OLEMA PHARMACEUTICALS INC | OLMA | 26,500 | $73,140 | 0.07% |
| 49 | GEVO INC | GEVO | 12,500 | $28,500 | 0.03% |