13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001214659-24-019875
Total Value
$199.0M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 158,800 | $33.4M | 16.81% |
| 2 | NVIDIA CORPORATION | NVDA | 251,793 | $31.1M | 15.63% |
| 3 | AMAZON COM INC | AMZN | 132,141 | $25.5M | 12.83% |
| 4 | COSTCO WHSL CORP NEW | 22160K105 | 19,456 | $16.5M | 8.31% |
| 5 | DECKERS OUTDOOR CORP | DECK | 14,777 | $14.3M | 7.19% |
| 6 | NETFLIX INC | NFLX | 19,826 | $13.4M | 6.72% |
| 7 | MASTERCARD INCORPORATED | MA | 18,977 | $8.4M | 4.21% |
| 8 | ALPHABET INC | GOOG | 37,140 | $6.8M | 3.42% |
| 9 | ALPHABET INC | GOOG | 26,705 | $4.9M | 2.44% |
| 10 | MICROSOFT CORP | MSFT | 10,300 | $4.6M | 2.31% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,530 | $3.9M | 1.95% |
| 12 | WINGSTOP INC | WING | 9,053 | $3.8M | 1.92% |
| 13 | STARBUCKS CORP | SBUX | 34,278 | $2.7M | 1.34% |
| 14 | CAVA GROUP INC | CAVA | 26,840 | $2.5M | 1.25% |
| 15 | BOSTON SCIENTIFIC CORP | BSX | 31,925 | $2.5M | 1.24% |
| 16 | TESLA INC | TSLA | 12,310 | $2.4M | 1.22% |
| 17 | INTUIT | INTU | 3,670 | $2.4M | 1.21% |
| 18 | META PLATFORMS INC | META | 4,485 | $2.3M | 1.14% |
| 19 | INTUITIVE SURGICAL INC | ISRG | 4,569 | $2.0M | 1.02% |
| 20 | BLACKSTONE INC | BX | 14,241 | $1.8M | 0.89% |
| 21 | VISA INC | V | 5,935 | $1.6M | 0.78% |
| 22 | EDWARDS LIFESCIENCES CORP | EW | 15,625 | $1.4M | 0.73% |
| 23 | CSX CORP | CSX | 39,000 | $1.3M | 0.66% |
| 24 | CANADIAN PACIFIC KANSAS CITY | CP | 15,358 | $1.2M | 0.61% |
| 25 | TRACTOR SUPPLY CO | TSCO | 3,965 | $1.1M | 0.54% |
| 26 | FLOOR & DECOR HLDGS INC | FND | 9,375 | $931,969 | 0.47% |
| 27 | CHIPOTLE MEXICAN GRILL INC | CMG | 14,400 | $902,160 | 0.45% |
| 28 | SHOPIFY INC | SHOP | 10,776 | $711,755 | 0.36% |
| 29 | TJX COS INC NEW | 872540109 | 5,168 | $569,022 | 0.29% |
| 30 | BOOKING HOLDINGS INC | BKNG | 137 | $542,726 | 0.27% |
| 31 | FAIR ISAAC CORP | FICO | 330 | $491,258 | 0.25% |
| 32 | NIKE INC | NKE | 6,097 | $459,531 | 0.23% |
| 33 | UBER TECHNOLOGIES INC | UBER | 5,375 | $390,655 | 0.20% |
| 34 | SYSCO CORP | SYY | 5,315 | $379,469 | 0.19% |
| 35 | DISNEY WALT CO | 254687106 | 3,419 | $339,501 | 0.17% |
| 36 | MARRIOTT INTL INC NEW | 571903202 | 1,251 | $302,454 | 0.15% |
| 37 | AMGEN INC | AMGN | 951 | $297,140 | 0.15% |
| 38 | DELL TECHNOLOGIES INC | DELL | 2,000 | $275,820 | 0.14% |
| 39 | BLOCK INC | BSQKZ | 4,270 | $275,372 | 0.14% |
| 40 | JOHNSON & JOHNSON | JNJ | 1,575 | $230,202 | 0.12% |
| 41 | OLEMA PHARMACEUTICALS INC | OLMA | 10,000 | $108,200 | 0.05% |
| 42 | ALLBIRDS INC | BIRD | 25,000 | $12,500 | 0.01% |