13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001214659-24-019870
Total Value
$121.7M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 172,008 | $28.4M | 23.31% |
| 2 | AMAZON COM INC | AMZN | 125,060 | $12.9M | 10.62% |
| 3 | DECKERS OUTDOOR CORP | DECK | 18,660 | $8.4M | 6.89% |
| 4 | NVIDIA CORPORATION | NVDA | 29,300 | $8.1M | 6.69% |
| 5 | COSTCO WHSL CORP NEW | 22160K105 | 14,156 | $7.0M | 5.78% |
| 6 | MASTERCARD INCORPORATED | MA | 16,526 | $6.0M | 4.94% |
| 7 | NETFLIX INC | NFLX | 15,436 | $5.3M | 4.38% |
| 8 | TESLA INC | TSLA | 25,500 | $5.3M | 4.35% |
| 9 | STARBUCKS CORP | SBUX | 38,378 | $4.0M | 3.28% |
| 10 | ALPHABET INC | GOOG | 35,690 | $3.7M | 3.05% |
| 11 | MICROSOFT CORP | MSFT | 8,970 | $2.6M | 2.13% |
| 12 | ALPHABET INC | GOOG | 24,755 | $2.6M | 2.11% |
| 13 | BLACKSTONE INC | BX | 25,315 | $2.2M | 1.83% |
| 14 | BOSTON SCIENTIFIC CORP | BSX | 39,940 | $2.0M | 1.64% |
| 15 | EDWARDS LIFESCIENCES CORP | EW | 23,575 | $2.0M | 1.60% |
| 16 | TRACTOR SUPPLY CO | TSCO | 8,122 | $1.9M | 1.57% |
| 17 | INTUIT | INTU | 3,890 | $1.7M | 1.43% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,265 | $1.6M | 1.34% |
| 19 | NIKE INC | NKE | 11,656 | $1.4M | 1.17% |
| 20 | CANADIAN PAC RY LTD | 13645T100 | 16,608 | $1.3M | 1.05% |
| 21 | VISA INC | V | 5,600 | $1.3M | 1.04% |
| 22 | SYSCO CORP | SYY | 15,777 | $1.2M | 1.00% |
| 23 | CSX CORP | CSX | 39,850 | $1.2M | 0.98% |
| 24 | INTUITIVE SURGICAL INC | ISRG | 4,474 | $1.1M | 0.94% |
| 25 | FLOOR & DECOR HLDGS INC | FND | 8,950 | $879,069 | 0.72% |
| 26 | BOEING CO | BA-PA | 4,051 | $860,554 | 0.71% |
| 27 | SHOPIFY INC | SHOP | 12,300 | $589,662 | 0.48% |
| 28 | TJX COS INC NEW | 872540109 | 7,180 | $562,608 | 0.46% |
| 29 | DISNEY WALT CO | 254687106 | 5,317 | $532,391 | 0.44% |
| 30 | FIVE BELOW INC | FIVE | 2,350 | $484,030 | 0.40% |
| 31 | CLEARPOINT NEURO INC | CLPT | 51,875 | $437,825 | 0.36% |
| 32 | RESMED INC | RSMDF | 1,650 | $361,334 | 0.30% |
| 33 | ROYALTY PHARMA PLC | RPRX | 9,765 | $351,849 | 0.29% |
| 34 | BOOKING HOLDINGS INC | BKNG | 129 | $342,161 | 0.28% |
| 35 | VEEVA SYS INC | VEEV | 1,730 | $317,957 | 0.26% |
| 36 | BLOCK INC | BSQKZ | 4,145 | $284,554 | 0.23% |
| 37 | SHOCKWAVE MED INC | 82489T104 | 1,270 | $275,374 | 0.23% |
| 38 | ULTA BEAUTY INC | ULTA | 500 | $272,835 | 0.22% |
| 39 | EQUINIX INC | EQIX | 375 | $270,390 | 0.22% |
| 40 | STERIS PLC | STE | 1,327 | $253,821 | 0.21% |
| 41 | THERMO FISHER SCIENTIFIC INC | TMO | 425 | $244,957 | 0.20% |
| 42 | JOHNSON & JOHNSON | JNJ | 1,575 | $244,125 | 0.20% |
| 43 | INMODE LTD | INMD | 7,600 | $242,896 | 0.20% |
| 44 | AMGEN INC | AMGN | 951 | $229,904 | 0.19% |
| 45 | MARRIOTT INTL INC NEW | 571903202 | 1,251 | $207,716 | 0.17% |
| 46 | OLEMA PHARMACEUTICALS INC | OLMA | 26,500 | $91,955 | 0.08% |
| 47 | F45 TRAINING HLDGS INC | 30322L101 | 24,500 | $28,420 | 0.02% |