13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001214659-24-019873
Total Value
$154.9M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 165,897 | $31.9M | 20.62% |
| 2 | AMAZON COM INC | AMZN | 127,026 | $19.3M | 12.46% |
| 3 | NVIDIA CORPORATION | NVDA | 28,849 | $14.3M | 9.22% |
| 4 | DECKERS OUTDOOR CORP | DECK | 18,241 | $12.2M | 7.87% |
| 5 | COSTCO WHSL CORP NEW | 22160K105 | 18,353 | $12.1M | 7.82% |
| 6 | NETFLIX INC | NFLX | 17,558 | $8.5M | 5.52% |
| 7 | MASTERCARD INCORPORATED | MA | 16,705 | $7.1M | 4.60% |
| 8 | TESLA INC | TSLA | 25,300 | $6.3M | 4.06% |
| 9 | ALPHABET INC | GOOG | 37,140 | $5.2M | 3.38% |
| 10 | STARBUCKS CORP | SBUX | 38,928 | $3.7M | 2.41% |
| 11 | MICROSOFT CORP | MSFT | 9,450 | $3.6M | 2.29% |
| 12 | ALPHABET INC | GOOG | 24,680 | $3.4M | 2.23% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,625 | $3.4M | 2.22% |
| 14 | INTUIT | INTU | 4,630 | $2.9M | 1.87% |
| 15 | BLACKSTONE INC | BX | 14,331 | $1.9M | 1.21% |
| 16 | BOSTON SCIENTIFIC CORP | BSX | 31,925 | $1.8M | 1.19% |
| 17 | VISA INC | V | 5,600 | $1.5M | 0.94% |
| 18 | CSX CORP | CSX | 41,850 | $1.5M | 0.94% |
| 19 | INTUITIVE SURGICAL INC | ISRG | 4,219 | $1.4M | 0.92% |
| 20 | EDWARDS LIFESCIENCES CORP | EW | 16,225 | $1.2M | 0.80% |
| 21 | CANADIAN PACIFIC KANSAS CITY | CP | 15,608 | $1.2M | 0.80% |
| 22 | SHOPIFY INC | SHOP | 15,000 | $1.2M | 0.75% |
| 23 | TRACTOR SUPPLY CO | TSCO | 4,980 | $1.1M | 0.69% |
| 24 | FLOOR & DECOR HLDGS INC | FND | 9,550 | $1.1M | 0.69% |
| 25 | NIKE INC | NKE | 8,847 | $960,519 | 0.62% |
| 26 | CHIPOTLE MEXICAN GRILL INC | CMG | 283 | $647,210 | 0.42% |
| 27 | META PLATFORMS INC | META | 1,695 | $599,962 | 0.39% |
| 28 | LULULEMON ATHLETICA INC | LULU | 1,150 | $587,984 | 0.38% |
| 29 | BOEING CO | BA-PA | 2,051 | $534,614 | 0.35% |
| 30 | BOOKING HOLDINGS INC | BKNG | 137 | $485,969 | 0.31% |
| 31 | TJX COS INC NEW | 872540109 | 5,156 | $483,710 | 0.31% |
| 32 | SYSCO CORP | SYY | 6,302 | $460,859 | 0.30% |
| 33 | WINGSTOP INC | WING | 1,625 | $416,943 | 0.27% |
| 34 | OLEMA PHARMACEUTICALS INC | OLMA | 26,500 | $371,795 | 0.24% |
| 35 | BLOCK INC | BSQKZ | 4,270 | $330,285 | 0.21% |
| 36 | DISNEY WALT CO | 254687106 | 3,416 | $308,431 | 0.20% |
| 37 | MARRIOTT INTL INC NEW | 571903202 | 1,251 | $282,113 | 0.18% |
| 38 | AMGEN INC | AMGN | 951 | $273,907 | 0.18% |
| 39 | JOHNSON & JOHNSON | JNJ | 1,575 | $246,866 | 0.16% |