13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001214659-24-019871
Total Value
$142.0M
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 172,793 | $33.5M | 23.60% |
| 2 | AMAZON COM INC | AMZN | 125,241 | $16.3M | 11.50% |
| 3 | NVIDIA CORPORATION | NVDA | 29,471 | $12.5M | 8.78% |
| 4 | DECKERS OUTDOOR CORP | DECK | 18,225 | $9.6M | 6.77% |
| 5 | COSTCO WHSL CORP NEW | 22160K105 | 15,256 | $8.2M | 5.78% |
| 6 | NETFLIX INC | NFLX | 15,982 | $7.0M | 4.96% |
| 7 | TESLA INC | TSLA | 26,525 | $6.9M | 4.89% |
| 8 | MASTERCARD INCORPORATED | MA | 16,608 | $6.5M | 4.60% |
| 9 | ALPHABET INC | GOOG | 34,940 | $4.2M | 2.98% |
| 10 | STARBUCKS CORP | SBUX | 38,203 | $3.8M | 2.66% |
| 11 | MICROSOFT CORP | MSFT | 9,110 | $3.1M | 2.18% |
| 12 | ALPHABET INC | GOOG | 24,755 | $3.0M | 2.09% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,065 | $2.4M | 1.70% |
| 14 | BOSTON SCIENTIFIC CORP | BSX | 37,390 | $2.0M | 1.42% |
| 15 | EDWARDS LIFESCIENCES CORP | EW | 21,150 | $2.0M | 1.40% |
| 16 | TRACTOR SUPPLY CO | TSCO | 8,478 | $1.9M | 1.32% |
| 17 | INTUIT | INTU | 3,405 | $1.6M | 1.10% |
| 18 | INTUITIVE SURGICAL INC | ISRG | 4,319 | $1.5M | 1.04% |
| 19 | CSX CORP | CSX | 39,850 | $1.4M | 0.96% |
| 20 | CANADIAN PACIFIC KANSAS CITY | CP | 16,608 | $1.3M | 0.94% |
| 21 | VISA INC | V | 5,600 | $1.3M | 0.94% |
| 22 | BLACKSTONE INC | BX | 14,056 | $1.3M | 0.92% |
| 23 | NIKE INC | NKE | 11,160 | $1.2M | 0.87% |
| 24 | SYSCO CORP | SYY | 14,437 | $1.1M | 0.75% |
| 25 | WINGSTOP INC | WING | 4,836 | $967,915 | 0.68% |
| 26 | FLOOR & DECOR HLDGS INC | FND | 9,200 | $956,432 | 0.67% |
| 27 | SHOPIFY INC | SHOP | 12,450 | $804,270 | 0.57% |
| 28 | BOEING CO | BA-PA | 3,301 | $697,039 | 0.49% |
| 29 | SHOCKWAVE MED INC | 82489T104 | 1,760 | $502,322 | 0.35% |
| 30 | TJX COS INC NEW | 872540109 | 4,685 | $397,260 | 0.28% |
| 31 | META PLATFORMS INC | META | 1,320 | $378,814 | 0.27% |
| 32 | BOOKING HOLDINGS INC | BKNG | 129 | $348,343 | 0.25% |
| 33 | DISNEY WALT CO | 254687106 | 3,417 | $305,070 | 0.21% |
| 34 | EQUINIX INC | EQIX | 375 | $293,978 | 0.21% |
| 35 | VEEVA SYS INC | VEEV | 1,430 | $282,754 | 0.20% |
| 36 | FIVE BELOW INC | FIVE | 1,375 | $270,243 | 0.19% |
| 37 | JOHNSON & JOHNSON | JNJ | 1,575 | $260,694 | 0.18% |
| 38 | BLOCK INC | BSQKZ | 3,645 | $242,648 | 0.17% |
| 39 | CHIPOTLE MEXICAN GRILL INC | CMG | 113 | $241,707 | 0.17% |
| 40 | RESMED INC | RSMDF | 1,100 | $240,350 | 0.17% |
| 41 | OLEMA PHARMACEUTICALS INC | OLMA | 26,500 | $239,295 | 0.17% |
| 42 | MARRIOTT INTL INC NEW | 571903202 | 1,251 | $229,796 | 0.16% |
| 43 | XPEL INC | XPEL | 2,650 | $223,183 | 0.16% |
| 44 | THERMO FISHER SCIENTIFIC INC | TMO | 425 | $221,744 | 0.16% |
| 45 | AMGEN INC | AMGN | 951 | $211,141 | 0.15% |