13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001214659-24-019869
Total Value
$98.9M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 173,613 | $22.6M | 22.82% |
| 2 | AMAZON COM INC | AMZN | 124,260 | $10.4M | 10.56% |
| 3 | DECKERS OUTDOOR CORP | DECK | 18,170 | $7.3M | 7.34% |
| 4 | COSTCO WHSL CORP NEW | 22160K105 | 14,156 | $6.5M | 6.54% |
| 5 | MASTERCARD INCORPORATED | MA | 15,976 | $5.6M | 5.62% |
| 6 | NVIDIA CORPORATION | NVDA | 28,874 | $4.2M | 4.27% |
| 7 | NETFLIX INC | NFLX | 14,071 | $4.1M | 4.20% |
| 8 | STARBUCKS CORP | SBUX | 38,378 | $3.8M | 3.85% |
| 9 | ALPHABET INC | GOOG | 35,740 | $3.2M | 3.21% |
| 10 | TESLA INC | TSLA | 25,145 | $3.1M | 3.13% |
| 11 | ALPHABET INC | GOOG | 24,755 | $2.2M | 2.21% |
| 12 | MICROSOFT CORP | MSFT | 8,970 | $2.2M | 2.18% |
| 13 | BOSTON SCIENTIFIC CORP | BSX | 42,590 | $2.0M | 1.99% |
| 14 | BLACKSTONE INC | BX | 25,489 | $1.9M | 1.91% |
| 15 | EDWARDS LIFESCIENCES CORP | EW | 24,475 | $1.8M | 1.85% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,180 | $1.6M | 1.62% |
| 17 | INTUIT | INTU | 3,915 | $1.5M | 1.54% |
| 18 | NIKE INC | NKE | 11,656 | $1.4M | 1.38% |
| 19 | CANADIAN PAC RY LTD | 13645T100 | 16,608 | $1.2M | 1.25% |
| 20 | CSX CORP | CSX | 39,850 | $1.2M | 1.25% |
| 21 | INTUITIVE SURGICAL INC | ISRG | 4,649 | $1.2M | 1.25% |
| 22 | TRACTOR SUPPLY CO | TSCO | 5,443 | $1.2M | 1.24% |
| 23 | SYSCO CORP | SYY | 15,766 | $1.2M | 1.22% |
| 24 | VISA INC | V | 5,600 | $1.2M | 1.18% |
| 25 | CLEARPOINT NEURO INC | CLPT | 64,525 | $546,527 | 0.55% |
| 26 | FLOOR & DECOR HLDGS INC | FND | 7,450 | $518,744 | 0.52% |
| 27 | DISNEY WALT CO | 254687106 | 5,317 | $461,941 | 0.47% |
| 28 | BOEING CO | BA-PA | 2,401 | $457,366 | 0.46% |
| 29 | ROYALTY PHARMA PLC | RPRX | 10,604 | $419,062 | 0.42% |
| 30 | INMODE LTD | INMD | 11,250 | $401,625 | 0.41% |
| 31 | RESMED INC | RSMDF | 1,900 | $395,447 | 0.40% |
| 32 | FIVE BELOW INC | FIVE | 2,010 | $355,509 | 0.36% |
| 33 | SHOPIFY INC | SHOP | 10,125 | $351,439 | 0.36% |
| 34 | TJX COS INC NEW | 872540109 | 4,225 | $336,310 | 0.34% |
| 35 | VEEVA SYS INC | VEEV | 1,730 | $279,187 | 0.28% |
| 36 | JOHNSON & JOHNSON | JNJ | 1,575 | $278,224 | 0.28% |
| 37 | BLOCK INC | BSQKZ | 4,145 | $260,472 | 0.26% |
| 38 | AMGEN INC | AMGN | 951 | $249,771 | 0.25% |
| 39 | EQUINIX INC | EQIX | 375 | $245,636 | 0.25% |
| 40 | STERIS PLC | STE | 1,326 | $244,840 | 0.25% |
| 41 | THERMO FISHER SCIENTIFIC INC | TMO | 425 | $234,043 | 0.24% |
| 42 | SHOCKWAVE MED INC | 82489T104 | 1,120 | $230,283 | 0.23% |
| 43 | OLEMA PHARMACEUTICALS INC | OLMA | 26,500 | $64,925 | 0.07% |