Conway Capital Management as of March 31, 2022
Portfolio Holdings for Conway Capital Management
Conway Capital Management holds 59 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 19.4 | $30M | 174k | 174.61 | |
| Amazon (AMZN) | 14.1 | $22M | 6.7k | 3259.95 | |
| Tesla Motors (TSLA) | 9.8 | $15M | 14k | 1077.60 | |
| NVIDIA Corporation (NVDA) | 7.1 | $11M | 41k | 272.86 | |
| Costco Wholesale Corporation (COST) | 4.7 | $7.4M | 13k | 575.83 | |
| Netflix (NFLX) | 4.1 | $6.5M | 17k | 374.59 | |
| Mastercard Incorporated Cl A (MA) | 3.5 | $5.5M | 15k | 357.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $5.0M | 1.8k | 2792.99 | |
| Intuit (INTU) | 2.5 | $4.0M | 8.2k | 480.81 | |
| Blackstone Group Inc Com Cl A (BX) | 2.5 | $3.8M | 30k | 126.94 | |
| Starbucks Corporation (SBUX) | 2.3 | $3.6M | 40k | 90.97 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $3.6M | 1.3k | 2781.35 | |
| Edwards Lifesciences (EW) | 2.1 | $3.3M | 28k | 117.72 | |
| Tractor Supply Company (TSCO) | 1.8 | $2.8M | 12k | 233.36 | |
| Microsoft Corporation (MSFT) | 1.8 | $2.7M | 8.9k | 308.32 | |
| Meta Platforms Cl A (META) | 1.6 | $2.6M | 12k | 222.36 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $1.8M | 5.1k | 352.91 | |
| Boston Scientific Corporation (BSX) | 1.0 | $1.6M | 36k | 44.29 | |
| CSX Corporation (CSX) | 1.0 | $1.5M | 40k | 37.45 | |
| Canadian Pacific Railway | 0.9 | $1.4M | 17k | 82.54 | |
| Floor & Decor Hldgs Cl A (FND) | 0.9 | $1.4M | 17k | 81.00 | |
| Intuitive Surgical Com New (ISRG) | 0.9 | $1.3M | 4.4k | 301.68 | |
| Visa Com Cl A (V) | 0.8 | $1.2M | 5.6k | 221.77 | |
| Nike CL B (NKE) | 0.8 | $1.2M | 9.1k | 134.56 | |
| SYSCO Corporation (SYY) | 0.7 | $1.1M | 14k | 81.65 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $1.0M | 4.6k | 227.08 | |
| Veeva Sys Cl A Com (VEEV) | 0.6 | $915k | 4.3k | 212.46 | |
| Shopify Cl A (SHOP) | 0.6 | $888k | 1.3k | 675.96 | |
| Steris Shs Usd (STE) | 0.6 | $859k | 3.6k | 241.77 | |
| Ralph Lauren Corp Cl A (RL) | 0.5 | $726k | 6.4k | 113.44 | |
| Irhythm Technologies (IRTC) | 0.4 | $636k | 4.0k | 157.47 | |
| Block Cl A (SQ) | 0.4 | $630k | 4.6k | 135.60 | |
| Booking Holdings (BKNG) | 0.4 | $571k | 243.00 | 2348.45 | |
| Equinix (EQIX) | 0.3 | $515k | 695.00 | 741.62 | |
| salesforce (CRM) | 0.3 | $501k | 2.4k | 212.32 | |
| Paramount Global Class B Com (PARA) | 0.3 | $442k | 12k | 37.81 | |
| Clearpoint Neuro (CLPT) | 0.3 | $440k | 42k | 10.41 | |
| Royalty Pharma Shs Class A (RPRX) | 0.3 | $422k | 11k | 38.96 | |
| Ansys (ANSS) | 0.3 | $421k | 1.3k | 317.65 | |
| Walt Disney Company (DIS) | 0.3 | $407k | 3.0k | 137.16 | |
| Atlassian Corp Cl A | 0.2 | $375k | 1.3k | 293.83 | |
| Plug Power Com New (PLUG) | 0.2 | $366k | 13k | 28.61 | |
| Bill Com Holdings Ord (BILL) | 0.2 | $346k | 1.5k | 226.79 | |
| EXACT Sciences Corporation (EXAS) | 0.2 | $297k | 4.3k | 69.92 | |
| Avalara | 0.2 | $286k | 2.9k | 99.51 | |
| Johnson & Johnson (JNJ) | 0.2 | $279k | 1.6k | 177.23 | |
| The Trade Desk Com Cl A (TTD) | 0.2 | $272k | 3.9k | 69.25 | |
| Confluent Class A Com (CFLT) | 0.2 | $270k | 6.6k | 41.00 | |
| Twilio Cl A (TWLO) | 0.2 | $270k | 1.6k | 164.81 | |
| Take-Two Interactive Software (TTWO) | 0.2 | $255k | 1.7k | 153.74 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $251k | 425.00 | 590.65 | |
| Okta Cl A (OKTA) | 0.2 | $242k | 1.6k | 150.96 | |
| Howard Hughes | 0.1 | $233k | 2.3k | 103.61 | |
| Amgen (AMGN) | 0.1 | $230k | 951.00 | 241.82 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $222k | 810.00 | 273.77 | |
| Five Below (FIVE) | 0.1 | $211k | 1.3k | 158.37 | |
| Olema Pharmaceuticals (OLMA) | 0.1 | $113k | 27k | 4.26 | |
| Fubotv (FUBO) | 0.0 | $69k | 11k | 6.57 | |
| Gevo Com Par (GEVO) | 0.0 | $59k | 13k | 4.68 |
