13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001214659-24-019872
Total Value
$136.8M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 172,440 | $29.5M | 21.58% |
| 2 | AMAZON COM INC | AMZN | 127,216 | $16.2M | 11.82% |
| 3 | NVIDIA CORPORATION | NVDA | 29,609 | $12.9M | 9.41% |
| 4 | COSTCO WHSL CORP NEW | 22160K105 | 18,346 | $10.4M | 7.57% |
| 5 | DECKERS OUTDOOR CORP | DECK | 18,105 | $9.3M | 6.80% |
| 6 | MASTERCARD INCORPORATED | MA | 16,818 | $6.7M | 4.87% |
| 7 | TESLA INC | TSLA | 26,375 | $6.6M | 4.82% |
| 8 | NETFLIX INC | NFLX | 16,477 | $6.2M | 4.55% |
| 9 | ALPHABET INC | GOOG | 36,840 | $4.9M | 3.55% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 10,315 | $3.6M | 2.64% |
| 11 | STARBUCKS CORP | SBUX | 38,203 | $3.5M | 2.55% |
| 12 | ALPHABET INC | GOOG | 25,255 | $3.3M | 2.42% |
| 13 | MICROSOFT CORP | MSFT | 9,560 | $3.0M | 2.21% |
| 14 | INTUIT | INTU | 3,675 | $1.9M | 1.37% |
| 15 | BOSTON SCIENTIFIC CORP | BSX | 34,015 | $1.8M | 1.31% |
| 16 | TRACTOR SUPPLY CO | TSCO | 8,632 | $1.8M | 1.28% |
| 17 | BLACKSTONE INC | BX | 14,088 | $1.5M | 1.10% |
| 18 | VISA INC | V | 5,600 | $1.3M | 0.94% |
| 19 | CSX CORP | CSX | 41,850 | $1.3M | 0.94% |
| 20 | INTUITIVE SURGICAL INC | ISRG | 4,294 | $1.3M | 0.92% |
| 21 | CANADIAN PACIFIC KANSAS CITY | CP | 16,608 | $1.2M | 0.90% |
| 22 | EDWARDS LIFESCIENCES CORP | EW | 16,900 | $1.2M | 0.86% |
| 23 | SYSCO CORP | SYY | 13,419 | $886,336 | 0.65% |
| 24 | NIKE INC | NKE | 9,197 | $879,417 | 0.64% |
| 25 | FLOOR & DECOR HLDGS INC | FND | 9,700 | $877,850 | 0.64% |
| 26 | SHOPIFY INC | SHOP | 13,525 | $738,059 | 0.54% |
| 27 | BOEING CO | BA-PA | 3,301 | $632,736 | 0.46% |
| 28 | META PLATFORMS INC | META | 1,545 | $463,824 | 0.34% |
| 29 | TJX COS INC NEW | 872540109 | 5,150 | $457,718 | 0.33% |
| 30 | BOOKING HOLDINGS INC | BKNG | 137 | $422,501 | 0.31% |
| 31 | OLEMA PHARMACEUTICALS INC | OLMA | 26,500 | $327,275 | 0.24% |
| 32 | VEEVA SYS INC | VEEV | 1,355 | $275,675 | 0.20% |
| 33 | EQUINIX INC | EQIX | 375 | $272,348 | 0.20% |
| 34 | AMGEN INC | AMGN | 951 | $255,591 | 0.19% |
| 35 | WINGSTOP INC | WING | 1,405 | $252,675 | 0.18% |
| 36 | MARRIOTT INTL INC NEW | 571903202 | 1,251 | $245,897 | 0.18% |
| 37 | JOHNSON & JOHNSON | JNJ | 1,575 | $245,306 | 0.18% |
| 38 | XPEL INC | XPEL | 2,850 | $219,764 | 0.16% |
| 39 | CELSIUS HLDGS INC | CELH | 1,195 | $205,062 | 0.15% |