13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001214659-25-011023
Total Value
$223.5M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 23,063 | $30.9M | 13.82% |
| 2 | APPLE INC | AAPL | 149,568 | $30.7M | 13.73% |
| 3 | AMAZON COM INC | AMZN | 126,966 | $27.9M | 12.46% |
| 4 | NVIDIA CORPORATION | NVDA | 143,562 | $22.7M | 10.15% |
| 5 | COSTCO WHSL CORP NEW | 22160K105 | 21,962 | $21.7M | 9.73% |
| 6 | MASTERCARD INCORPORATED | MA | 21,349 | $12.0M | 5.37% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 19,891 | $9.7M | 4.32% |
| 8 | ALPHABET INC | GOOG | 41,660 | $7.4M | 3.31% |
| 9 | META PLATFORMS INC | META | 7,894 | $5.8M | 2.61% |
| 10 | MICROSOFT CORP | MSFT | 10,760 | $5.4M | 2.39% |
| 11 | TESLA INC | TSLA | 15,650 | $5.0M | 2.22% |
| 12 | BLACKSTONE INC | BX | 33,005 | $4.9M | 2.21% |
| 13 | ALPHABET INC | GOOG | 25,368 | $4.5M | 2.00% |
| 14 | STARBUCKS CORP | SBUX | 42,638 | $3.9M | 1.75% |
| 15 | BOSTON SCIENTIFIC CORP | BSX | 29,645 | $3.2M | 1.42% |
| 16 | INTUITIVE SURGICAL INC | ISRG | 5,202 | $2.8M | 1.26% |
| 17 | INTUIT | INTU | 3,355 | $2.6M | 1.18% |
| 18 | DECKERS OUTDOOR CORP | DECK | 24,213 | $2.5M | 1.12% |
| 19 | CLEARPOINT NEURO INC | CLPT | 164,225 | $2.0M | 0.88% |
| 20 | VISA INC | V | 5,385 | $1.9M | 0.86% |
| 21 | SHOPIFY INC | SHOP | 12,055 | $1.4M | 0.62% |
| 22 | ISHARES TR | 464287226 | 13,044 | $1.3M | 0.58% |
| 23 | CSX CORP | CSX | 39,000 | $1.3M | 0.57% |
| 24 | CANADIAN PACIFIC KANSAS CITY | CP | 15,353 | $1.2M | 0.54% |
| 25 | AMERICAN EXPRESS CO | AXP | 3,375 | $1.1M | 0.48% |
| 26 | TRACTOR SUPPLY CO | TSCO | 17,455 | $921,100 | 0.41% |
| 27 | EDWARDS LIFESCIENCES CORP | EW | 11,145 | $871,650 | 0.39% |
| 28 | CHIPOTLE MEXICAN GRILL INC | CMG | 14,425 | $809,964 | 0.36% |
| 29 | FAIR ISAAC CORP | FICO | 399 | $729,356 | 0.33% |
| 30 | BOOKING HOLDINGS INC | BKNG | 123 | $712,077 | 0.32% |
| 31 | TJX COS INC NEW | 872540109 | 5,309 | $655,662 | 0.29% |
| 32 | PALANTIR TECHNOLOGIES INC | PLTR | 4,025 | $548,688 | 0.25% |
| 33 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 1,860 | $451,701 | 0.20% |
| 34 | ETORO GROUP LTD | ETOR | 5,850 | $389,552 | 0.17% |
| 35 | NIKE INC | NKE | 4,997 | $354,987 | 0.16% |
| 36 | MARRIOTT INTL INC NEW | 571903202 | 1,251 | $341,786 | 0.15% |
| 37 | FLOOR & DECOR HLDGS INC | FND | 4,175 | $317,133 | 0.14% |
| 38 | BLOCK INC | BSQKZ | 4,270 | $290,061 | 0.13% |
| 39 | RALPH LAUREN CORP | RL | 1,025 | $281,137 | 0.13% |
| 40 | DISNEY WALT CO | 254687106 | 2,166 | $268,606 | 0.12% |
| 41 | SYSCO CORP | SYY | 3,450 | $261,303 | 0.12% |
| 42 | VEEVA SYS INC | VEEV | 905 | $260,622 | 0.12% |
| 43 | AMGEN INC | AMGN | 926 | $258,548 | 0.12% |
| 44 | CROWDSTRIKE HLDGS INC | CRWD | 490 | $249,562 | 0.11% |
| 45 | DELL TECHNOLOGIES INC | DELL | 2,000 | $245,200 | 0.11% |
| 46 | JOHNSON & JOHNSON | JNJ | 1,575 | $240,581 | 0.11% |
| 47 | HOME DEPOT INC | HD | 561 | $205,685 | 0.09% |
| 48 | BJS WHSL CLUB HLDGS INC | 05550J101 | 1,905 | $205,416 | 0.09% |
| 49 | OLEMA PHARMACEUTICALS INC | OLMA | 10,000 | $42,600 | 0.02% |