13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2024 · Filed January 21, 2025 · Accession 0001214659-25-000925
Total Value
$225.9M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 157,755 | $39.5M | 17.49% |
| 2 | AMAZON COM INC | AMZN | 132,521 | $29.1M | 12.87% |
| 3 | NVIDIA CORPORATION | NVDA | 214,022 | $28.7M | 12.72% |
| 4 | COSTCO WHSL CORP NEW | 22160K105 | 20,271 | $18.6M | 8.22% |
| 5 | NETFLIX INC | NFLX | 19,796 | $17.6M | 7.81% |
| 6 | DECKERS OUTDOOR CORP | DECK | 56,589 | $11.5M | 5.09% |
| 7 | MASTERCARD INCORPORATED | MA | 19,997 | $10.5M | 4.66% |
| 8 | ALPHABET INC | GOOG | 37,915 | $7.2M | 3.20% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 12,515 | $5.7M | 2.51% |
| 10 | CAVA GROUP INC | CAVA | 49,325 | $5.6M | 2.46% |
| 11 | TESLA INC | TSLA | 12,575 | $5.1M | 2.25% |
| 12 | ALPHABET INC | GOOG | 25,815 | $4.9M | 2.16% |
| 13 | MICROSOFT CORP | MSFT | 10,775 | $4.5M | 2.01% |
| 14 | META PLATFORMS INC | META | 6,859 | $4.0M | 1.78% |
| 15 | STARBUCKS CORP | SBUX | 31,878 | $2.9M | 1.29% |
| 16 | BOSTON SCIENTIFIC CORP | BSX | 31,925 | $2.9M | 1.26% |
| 17 | BLACKSTONE INC | BX | 16,388 | $2.8M | 1.25% |
| 18 | INTUITIVE SURGICAL INC | ISRG | 4,951 | $2.6M | 1.14% |
| 19 | CLEARPOINT NEURO INC | CLPT | 161,225 | $2.5M | 1.10% |
| 20 | INTUIT | INTU | 3,610 | $2.3M | 1.00% |
| 21 | VISA INC | V | 5,935 | $1.9M | 0.83% |
| 22 | WINGSTOP INC | WING | 6,213 | $1.8M | 0.78% |
| 23 | CSX CORP | CSX | 39,000 | $1.3M | 0.56% |
| 24 | SHOPIFY INC | SHOP | 11,676 | $1.2M | 0.55% |
| 25 | CANADIAN PACIFIC KANSAS CITY | CP | 15,358 | $1.1M | 0.49% |
| 26 | TRACTOR SUPPLY CO | TSCO | 19,810 | $1.1M | 0.47% |
| 27 | CHIPOTLE MEXICAN GRILL INC | CMG | 15,950 | $961,785 | 0.43% |
| 28 | EDWARDS LIFESCIENCES CORP | EW | 11,175 | $827,285 | 0.37% |
| 29 | FLOOR & DECOR HLDGS INC | FND | 7,525 | $750,243 | 0.33% |
| 30 | FAIR ISAAC CORP | FICO | 362 | $720,717 | 0.32% |
| 31 | BOOKING HOLDINGS INC | BKNG | 137 | $680,674 | 0.30% |
| 32 | TJX COS INC NEW | 872540109 | 5,304 | $640,783 | 0.28% |
| 33 | NVR INC | NVR | 56 | $458,018 | 0.20% |
| 34 | NIKE INC | NKE | 5,847 | $442,442 | 0.20% |
| 35 | BLOCK INC | BSQKZ | 4,270 | $362,907 | 0.16% |
| 36 | MARRIOTT INTL INC NEW | 571903202 | 1,251 | $348,954 | 0.15% |
| 37 | REDDIT INC | RDDT | 2,050 | $335,052 | 0.15% |
| 38 | AMERICAN EXPRESS CO | AXP | 1,050 | $311,630 | 0.14% |
| 39 | AAON INC | AAON | 2,602 | $306,208 | 0.14% |
| 40 | SYSCO CORP | SYY | 3,650 | $279,079 | 0.12% |
| 41 | UBER TECHNOLOGIES INC | UBER | 4,250 | $256,360 | 0.11% |
| 42 | DISNEY WALT CO | 254687106 | 2,216 | $246,752 | 0.11% |
| 43 | AMGEN INC | AMGN | 926 | $241,353 | 0.11% |
| 44 | SHIFT4 PMTS INC | 82452J109 | 2,250 | $233,505 | 0.10% |
| 45 | DELL TECHNOLOGIES INC | DELL | 2,000 | $230,480 | 0.10% |
| 46 | JOHNSON & JOHNSON | JNJ | 1,575 | $227,777 | 0.10% |
| 47 | HOME DEPOT INC | HD | 561 | $218,223 | 0.10% |
| 48 | OLEMA PHARMACEUTICALS INC | OLMA | 10,000 | $58,300 | 0.03% |