13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001214659-24-019874
Total Value
$178.8M
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 161,172 | $27.6M | 15.46% |
| 2 | NVIDIA CORPORATION | NVDA | 27,685 | $25.0M | 13.99% |
| 3 | AMAZON COM INC | AMZN | 127,801 | $23.1M | 12.89% |
| 4 | DECKERS OUTDOOR CORP | DECK | 17,241 | $16.2M | 9.08% |
| 5 | COSTCO WHSL CORP NEW | 22160K105 | 19,061 | $14.0M | 7.81% |
| 6 | NETFLIX INC | NFLX | 18,096 | $11.0M | 6.15% |
| 7 | MASTERCARD INCORPORATED | MA | 17,965 | $8.7M | 4.84% |
| 8 | ALPHABET INC | GOOG | 37,140 | $5.7M | 3.16% |
| 9 | MICROSOFT CORP | MSFT | 9,800 | $4.1M | 2.31% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,575 | $4.0M | 2.25% |
| 11 | ALPHABET INC | GOOG | 25,380 | $3.8M | 2.14% |
| 12 | STARBUCKS CORP | SBUX | 37,628 | $3.4M | 1.92% |
| 13 | WINGSTOP INC | WING | 7,785 | $2.9M | 1.60% |
| 14 | INTUIT | INTU | 4,080 | $2.7M | 1.48% |
| 15 | BOSTON SCIENTIFIC CORP | BSX | 31,925 | $2.2M | 1.22% |
| 16 | TESLA INC | TSLA | 12,310 | $2.2M | 1.21% |
| 17 | BLACKSTONE INC | BX | 14,712 | $1.9M | 1.08% |
| 18 | META PLATFORMS INC | META | 3,910 | $1.9M | 1.06% |
| 19 | INTUITIVE SURGICAL INC | ISRG | 4,619 | $1.8M | 1.03% |
| 20 | VISA INC | V | 5,850 | $1.6M | 0.91% |
| 21 | EDWARDS LIFESCIENCES CORP | EW | 15,625 | $1.5M | 0.84% |
| 22 | CSX CORP | CSX | 39,000 | $1.4M | 0.81% |
| 23 | CANADIAN PACIFIC KANSAS CITY | CP | 15,358 | $1.4M | 0.76% |
| 24 | FLOOR & DECOR HLDGS INC | FND | 9,450 | $1.2M | 0.69% |
| 25 | SHOPIFY INC | SHOP | 15,101 | $1.2M | 0.65% |
| 26 | TRACTOR SUPPLY CO | TSCO | 3,965 | $1.0M | 0.58% |
| 27 | CHIPOTLE MEXICAN GRILL INC | CMG | 288 | $837,150 | 0.47% |
| 28 | CELSIUS HLDGS INC | CELH | 8,635 | $716,014 | 0.40% |
| 29 | NIKE INC | NKE | 6,097 | $572,996 | 0.32% |
| 30 | UBER TECHNOLOGIES INC | UBER | 7,150 | $550,479 | 0.31% |
| 31 | TJX COS INC NEW | 872540109 | 5,162 | $523,544 | 0.29% |
| 32 | BOOKING HOLDINGS INC | BKNG | 137 | $497,020 | 0.28% |
| 33 | SYSCO CORP | SYY | 5,334 | $432,993 | 0.24% |
| 34 | DISNEY WALT CO | 254687106 | 3,419 | $418,384 | 0.23% |
| 35 | BLOCK INC | BSQKZ | 4,270 | $361,157 | 0.20% |
| 36 | MARRIOTT INTL INC NEW | 571903202 | 1,251 | $315,640 | 0.18% |
| 37 | FAIR ISAAC CORP | FICO | 239 | $298,657 | 0.17% |
| 38 | AMGEN INC | AMGN | 951 | $270,388 | 0.15% |
| 39 | LULULEMON ATHLETICA INC | LULU | 650 | $253,923 | 0.14% |
| 40 | JOHNSON & JOHNSON | JNJ | 1,575 | $249,149 | 0.14% |
| 41 | DELL TECHNOLOGIES INC | DELL | 2,000 | $228,220 | 0.13% |
| 42 | VEEVA SYS INC | VEEV | 955 | $221,264 | 0.12% |
| 43 | HOME DEPOT INC | HD | 561 | $215,200 | 0.12% |
| 44 | SHOCKWAVE MED INC | 82489T104 | 650 | $211,660 | 0.12% |
| 45 | OLEMA PHARMACEUTICALS INC | OLMA | 10,000 | $113,200 | 0.06% |