13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q1 2025 · Filed April 17, 2025 · Accession 0001214659-25-006050
Total Value
$200.0M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 152,123 | $33.8M | 16.90% |
| 2 | AMAZON COM INC | AMZN | 131,581 | $25.0M | 12.52% |
| 3 | NETFLIX INC | NFLX | 23,858 | $22.2M | 11.12% |
| 4 | COSTCO WHSL CORP NEW | 22160K105 | 22,115 | $20.9M | 10.46% |
| 5 | NVIDIA CORPORATION | NVDA | 141,709 | $15.4M | 7.68% |
| 6 | MASTERCARD INCORPORATED | MA | 21,557 | $11.8M | 5.91% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 19,564 | $10.4M | 5.21% |
| 8 | ALPHABET INC | GOOG | 42,160 | $6.6M | 3.29% |
| 9 | META PLATFORMS INC | META | 8,524 | $4.9M | 2.46% |
| 10 | BLACKSTONE INC | BX | 33,930 | $4.7M | 2.37% |
| 11 | STARBUCKS CORP | SBUX | 44,038 | $4.3M | 2.16% |
| 12 | MICROSOFT CORP | MSFT | 10,600 | $4.0M | 1.99% |
| 13 | TESLA INC | TSLA | 15,215 | $3.9M | 1.97% |
| 14 | ALPHABET INC | GOOG | 25,465 | $3.9M | 1.97% |
| 15 | BOSTON SCIENTIFIC CORP | BSX | 31,370 | $3.2M | 1.58% |
| 16 | DECKERS OUTDOOR CORP | DECK | 24,308 | $2.7M | 1.36% |
| 17 | INTUITIVE SURGICAL INC | ISRG | 5,354 | $2.7M | 1.33% |
| 18 | CLEARPOINT NEURO INC | CLPT | 211,325 | $2.5M | 1.26% |
| 19 | VISA INC | V | 6,385 | $2.2M | 1.12% |
| 20 | INTUIT | INTU | 3,475 | $2.1M | 1.07% |
| 21 | SHOPIFY INC | SHOP | 13,480 | $1.3M | 0.64% |
| 22 | CSX CORP | CSX | 39,000 | $1.1M | 0.57% |
| 23 | CANADIAN PACIFIC KANSAS CITY | CP | 15,353 | $1.1M | 0.54% |
| 24 | TRACTOR SUPPLY CO | TSCO | 18,135 | $999,239 | 0.50% |
| 25 | AMERICAN EXPRESS CO | AXP | 3,375 | $908,044 | 0.45% |
| 26 | CHIPOTLE MEXICAN GRILL INC | CMG | 16,725 | $839,762 | 0.42% |
| 27 | EDWARDS LIFESCIENCES CORP | EW | 11,145 | $807,790 | 0.40% |
| 28 | FAIR ISAAC CORP | FICO | 427 | $787,456 | 0.39% |
| 29 | TJX COS INC NEW | 872540109 | 5,309 | $646,689 | 0.32% |
| 30 | BOOKING HOLDINGS INC | BKNG | 128 | $589,684 | 0.29% |
| 31 | FLOOR & DECOR HLDGS INC | FND | 6,875 | $553,231 | 0.28% |
| 32 | NIKE INC | NKE | 5,747 | $364,820 | 0.18% |
| 33 | MARRIOTT INTL INC NEW | 571903202 | 1,251 | $297,988 | 0.15% |
| 34 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 1,435 | $297,404 | 0.15% |
| 35 | AMGEN INC | AMGN | 926 | $288,495 | 0.14% |
| 36 | JOHNSON & JOHNSON | JNJ | 1,575 | $261,198 | 0.13% |
| 37 | SYSCO CORP | SYY | 3,450 | $258,888 | 0.13% |
| 38 | PALANTIR TECHNOLOGIES INC | PLTR | 3,055 | $257,842 | 0.13% |
| 39 | BLOCK INC | BSQKZ | 4,270 | $231,989 | 0.12% |
| 40 | DISNEY WALT CO | 254687106 | 2,216 | $218,719 | 0.11% |
| 41 | VEEVA SYS INC | VEEV | 905 | $209,625 | 0.10% |
| 42 | HOME DEPOT INC | HD | 561 | $205,601 | 0.10% |
| 43 | OLEMA PHARMACEUTICALS INC | OLMA | 10,000 | $37,600 | 0.02% |