Conway Capital Management

Conway Capital Management as of Dec. 31, 2020

Portfolio Holdings for Conway Capital Management

Conway Capital Management holds 69 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 17.0 $23M 175k 132.69
Amazon (AMZN) 16.0 $22M 6.7k 3256.93
Tesla Motors (TSLA) 8.1 $11M 16k 705.67
Netflix (NFLX) 6.6 $9.0M 17k 540.73
Mastercard Incorporated Cl A (MA) 4.6 $6.3M 18k 356.94
Starbucks Corporation (SBUX) 3.0 $4.0M 38k 106.98
NVIDIA Corporation (NVDA) 2.9 $3.9M 7.5k 522.19
Costco Wholesale Corporation (COST) 2.6 $3.6M 9.6k 376.76
Facebook Cl A (META) 2.6 $3.5M 13k 273.16
Alphabet Cap Stk Cl C (GOOG) 2.0 $2.8M 1.6k 1751.88
Intuit (INTU) 1.7 $2.4M 6.3k 379.82
Fastly Cl A (FSLY) 1.6 $2.1M 24k 87.37
Edwards Lifesciences (EW) 1.5 $2.0M 22k 91.23
Alphabet Cap Stk Cl A (GOOGL) 1.3 $1.8M 1.0k 1752.64
Microsoft Corporation (MSFT) 1.2 $1.7M 7.6k 222.43
Blackstone Group Com Cl A (BX) 1.2 $1.7M 26k 64.81
The Trade Desk Com Cl A (TTD) 1.1 $1.5M 1.9k 801.00
Square Cl A (SQ) 1.1 $1.5M 7.0k 217.64
Visa Com Cl A (V) 1.1 $1.5M 6.9k 218.73
Twilio Cl A (TWLO) 0.9 $1.3M 3.7k 338.50
Roku Com Cl A (ROKU) 0.9 $1.3M 3.8k 332.02
Irhythm Technologies (IRTC) 0.9 $1.2M 5.2k 237.21
Nike CL B (NKE) 0.9 $1.2M 8.6k 141.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.2M 5.0k 231.87
Boston Scientific Corporation (BSX) 0.8 $1.1M 31k 35.95
Veeva Sys Cl A Com (VEEV) 0.8 $1.1M 4.1k 272.25
Paypal Holdings (PYPL) 0.8 $1.1M 4.7k 234.20
Plug Power Com New (PLUG) 0.8 $1.1M 31k 33.91
Okta Cl A (OKTA) 0.7 $1.0M 4.0k 254.26
Docusign (DOCU) 0.7 $1.0M 4.5k 222.30
Fiverr Intl Ord Shs (FVRR) 0.7 $901k 4.6k 195.10
Boston Beer Cl A (SAM) 0.6 $881k 886.00 994.29
Zoom Video Communications In Cl A (ZM) 0.6 $855k 2.5k 337.32
Intuitive Surgical Com New (ISRG) 0.6 $826k 1.0k 818.10
Crowdstrike Hldgs Cl A (CRWD) 0.6 $757k 3.6k 211.82
Avalara 0.5 $743k 4.5k 164.89
Teladoc (TDOC) 0.5 $733k 3.7k 199.96
Coupa Software 0.5 $712k 2.1k 338.91
CSX Corporation (CSX) 0.5 $687k 7.6k 90.75
Take-Two Interactive Software (TTWO) 0.5 $655k 3.2k 207.79
EXACT Sciences Corporation (EXAS) 0.5 $653k 4.9k 132.49
Equinix (EQIX) 0.5 $628k 879.00 714.31
Pinterest Cl A (PINS) 0.5 $622k 9.4k 65.90
SYSCO Corporation (SYY) 0.5 $616k 8.3k 74.26
Snap Cl A (SNAP) 0.4 $602k 12k 50.07
salesforce (CRM) 0.4 $569k 2.6k 222.53
Repay Hldgs Corp Com Cl A (RPAY) 0.4 $545k 20k 27.25
Walt Disney Company (DIS) 0.4 $508k 2.8k 181.18
Ansys (ANSS) 0.3 $464k 1.3k 363.80
MercadoLibre (MELI) 0.3 $451k 269.00 1675.22
Palantir Technologies Cl A (PLTR) 0.3 $389k 17k 23.55
Clearpoint Neuro (CLPT) 0.3 $377k 24k 15.89
Elastic N V Ord Shs (ESTC) 0.2 $330k 2.3k 146.13
Seagen 0.2 $328k 1.9k 175.14
Zscaler Incorporated (ZS) 0.2 $325k 1.6k 199.71
Gevo Com Par (GEVO) 0.2 $287k 68k 4.25
Johnson & Johnson (JNJ) 0.2 $275k 1.8k 157.38
Servicenow (NOW) 0.2 $262k 475.00 550.43
Global Payments (GPN) 0.2 $260k 1.2k 215.42
Qorvo (QRVO) 0.2 $258k 1.6k 166.27
Draftkings Com Cl A 0.2 $256k 5.5k 46.56
Unity Software (U) 0.2 $253k 1.7k 153.47
Floor & Decor Hldgs Cl A (FND) 0.2 $244k 2.6k 92.85
Viacomcbs CL B (PARA) 0.2 $231k 6.2k 37.26
Thermo Fisher Scientific (TMO) 0.2 $221k 475.00 465.78
Amgen (AMGN) 0.2 $213k 926.00 229.92
Kansas City Southern Com New 0.1 $204k 1.0k 204.13
Amyris Com New 0.1 $134k 22k 6.17
Sg Blocks Com New 0.1 $111k 18k 6.10