Conway Capital Management as of Dec. 31, 2021
Portfolio Holdings for Conway Capital Management
Conway Capital Management holds 62 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 18.1 | $31M | 174k | 177.57 | |
| Amazon (AMZN) | 13.3 | $23M | 6.8k | 3334.34 | |
| Tesla Motors (TSLA) | 9.2 | $16M | 15k | 1056.78 | |
| NVIDIA Corporation (NVDA) | 6.8 | $12M | 39k | 294.11 | |
| Netflix (NFLX) | 6.5 | $11M | 18k | 602.44 | |
| Costco Wholesale Corporation (COST) | 4.0 | $6.8M | 12k | 567.68 | |
| Intuit (INTU) | 3.3 | $5.6M | 8.8k | 643.19 | |
| Mastercard Incorporated Cl A (MA) | 3.3 | $5.6M | 15k | 359.32 | |
| Starbucks Corporation (SBUX) | 3.1 | $5.3M | 45k | 116.97 | |
| Meta Platforms Cl A (META) | 3.0 | $5.1M | 15k | 336.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $4.9M | 1.7k | 2893.59 | |
| Blackstone Group Inc Com Cl A (BX) | 2.3 | $3.9M | 30k | 129.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $3.4M | 1.2k | 2897.04 | |
| Edwards Lifesciences (EW) | 1.9 | $3.3M | 25k | 129.55 | |
| Microsoft Corporation (MSFT) | 1.7 | $3.0M | 8.8k | 336.33 | |
| Confluent Class A Com (CFLT) | 1.4 | $2.3M | 30k | 76.24 | |
| Tractor Supply Company (TSCO) | 1.1 | $1.9M | 8.0k | 238.60 | |
| Floor & Decor Hldgs Cl A (FND) | 1.1 | $1.9M | 15k | 130.01 | |
| Intuitive Surgical Com New (ISRG) | 0.9 | $1.6M | 4.4k | 359.30 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.5M | 5.1k | 299.00 | |
| Nike CL B (NKE) | 0.9 | $1.5M | 8.9k | 166.67 | |
| Digitalocean Hldgs (DOCN) | 0.8 | $1.4M | 18k | 80.33 | |
| Boston Scientific Corporation (BSX) | 0.8 | $1.3M | 31k | 42.48 | |
| Veeva Sys Cl A Com (VEEV) | 0.8 | $1.3M | 5.1k | 255.48 | |
| CSX Corporation (CSX) | 0.8 | $1.3M | 34k | 37.60 | |
| Visa Com Cl A (V) | 0.7 | $1.2M | 5.6k | 216.71 | |
| Block Cl A (SQ) | 0.6 | $1.1M | 6.7k | 161.51 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $993k | 4.9k | 204.75 | |
| Okta Cl A (OKTA) | 0.5 | $920k | 4.1k | 224.17 | |
| Twilio Cl A (TWLO) | 0.4 | $741k | 2.8k | 263.34 | |
| SYSCO Corporation (SYY) | 0.4 | $674k | 8.6k | 78.55 | |
| salesforce (CRM) | 0.4 | $651k | 2.6k | 254.13 | |
| Ansys (ANSS) | 0.3 | $592k | 1.5k | 401.12 | |
| Equinix (EQIX) | 0.3 | $588k | 695.00 | 845.84 | |
| Booking Holdings (BKNG) | 0.3 | $547k | 228.00 | 2399.23 | |
| Avalara | 0.3 | $509k | 3.9k | 129.11 | |
| Datadog Cl A Com (DDOG) | 0.3 | $503k | 2.8k | 178.11 | |
| Atlassian Corp Cl A | 0.3 | $486k | 1.3k | 381.29 | |
| Walt Disney Company (DIS) | 0.3 | $460k | 3.0k | 154.89 | |
| Docusign (DOCU) | 0.2 | $388k | 2.5k | 152.31 | |
| Plug Power Com New (PLUG) | 0.2 | $380k | 14k | 28.23 | |
| Take-Two Interactive Software (TTWO) | 0.2 | $338k | 1.9k | 177.72 | |
| The Trade Desk Com Cl A (TTD) | 0.2 | $337k | 3.7k | 91.64 | |
| EXACT Sciences Corporation (EXAS) | 0.2 | $331k | 4.3k | 77.83 | |
| Snap Cl A (SNAP) | 0.2 | $321k | 6.8k | 47.03 | |
| Olema Pharmaceuticals (OLMA) | 0.2 | $302k | 32k | 9.36 | |
| Clearpoint Neuro (CLPT) | 0.2 | $293k | 26k | 11.22 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $284k | 425.00 | 667.24 | |
| Shockwave Med | 0.2 | $283k | 1.6k | 178.33 | |
| Five Below (FIVE) | 0.2 | $272k | 1.3k | 206.89 | |
| Johnson & Johnson (JNJ) | 0.2 | $269k | 1.6k | 171.07 | |
| Fiverr Intl Ord Shs (FVRR) | 0.2 | $264k | 2.3k | 113.70 | |
| Servicenow (NOW) | 0.1 | $243k | 375.00 | 649.11 | |
| Zscaler Incorporated (ZS) | 0.1 | $241k | 750.00 | 321.33 | |
| Cloudflare Cl A Com (NET) | 0.1 | $240k | 1.8k | 131.50 | |
| Amgen (AMGN) | 0.1 | $231k | 1.0k | 224.97 | |
| Howard Hughes | 0.1 | $229k | 2.3k | 101.78 | |
| Unity Software (U) | 0.1 | $204k | 1.4k | 142.99 | |
| Snowflake Cl A (SNOW) | 0.1 | $203k | 600.00 | 338.75 | |
| Amyris Com New | 0.0 | $54k | 10k | 5.41 | |
| Gevo Com Par (GEVO) | 0.0 | $54k | 13k | 4.28 | |
| Citius Pharmaceuticals Com New (CTXR) | 0.0 | $31k | 20k | 1.54 |
