Conway Capital Management as of Sept. 30, 2022
Portfolio Holdings for Conway Capital Management
Conway Capital Management holds 49 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 21.7 | $24M | 176k | 138.20 | |
| Amazon (AMZN) | 13.3 | $15M | 132k | 113.00 | |
| Tesla Motors (TSLA) | 9.6 | $11M | 41k | 265.25 | |
| Costco Wholesale Corporation (COST) | 6.7 | $7.5M | 16k | 472.26 | |
| Deckers Outdoor Corporation (DECK) | 4.0 | $4.5M | 14k | 312.61 | |
| Mastercard Incorporated Cl A (MA) | 4.0 | $4.4M | 16k | 284.34 | |
| NVIDIA Corporation (NVDA) | 3.3 | $3.7M | 31k | 121.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $3.5M | 36k | 96.15 | |
| Starbucks Corporation (SBUX) | 3.1 | $3.4M | 41k | 84.26 | |
| Netflix (NFLX) | 2.7 | $3.0M | 13k | 235.44 | |
| Blackstone Group Inc Com Cl A (BX) | 2.7 | $3.0M | 36k | 83.70 | |
| Intuit (INTU) | 2.3 | $2.5M | 6.6k | 387.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $2.4M | 25k | 95.65 | |
| Edwards Lifesciences (EW) | 2.0 | $2.2M | 27k | 82.63 | |
| Microsoft Corporation (MSFT) | 1.8 | $2.1M | 8.9k | 232.91 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $1.4M | 5.1k | 267.02 | |
| Boston Scientific Corporation (BSX) | 1.2 | $1.4M | 35k | 38.73 | |
| Clearpoint Neuro (CLPT) | 1.1 | $1.2M | 114k | 10.36 | |
| SYSCO Corporation (SYY) | 1.0 | $1.1M | 16k | 70.71 | |
| Canadian Pacific Railway | 1.0 | $1.1M | 17k | 66.72 | |
| CSX Corporation (CSX) | 0.9 | $1.1M | 40k | 26.64 | |
| Nike CL B (NKE) | 0.9 | $1.0M | 12k | 83.12 | |
| Visa Com Cl A (V) | 0.9 | $995k | 5.6k | 177.65 | |
| Tractor Supply Company (TSCO) | 0.9 | $965k | 5.2k | 185.87 | |
| Walt Disney Company (DIS) | 0.8 | $884k | 9.4k | 94.33 | |
| Inmode SHS (INMD) | 0.8 | $866k | 30k | 29.11 | |
| Intuitive Surgical Com New (ISRG) | 0.7 | $758k | 4.0k | 187.44 | |
| Floor & Decor Hldgs Cl A (FND) | 0.6 | $675k | 9.6k | 70.26 | |
| Shockwave Med | 0.5 | $580k | 2.1k | 278.07 | |
| Irhythm Technologies (IRTC) | 0.5 | $554k | 4.4k | 125.28 | |
| Royalty Pharma Shs Class A (RPRX) | 0.4 | $426k | 11k | 40.18 | |
| ResMed (RMD) | 0.4 | $415k | 1.9k | 218.30 | |
| Veeva Sys Cl A Com (VEEV) | 0.4 | $392k | 2.4k | 164.88 | |
| Ansys (ANSS) | 0.3 | $382k | 1.7k | 221.70 | |
| Meta Platforms Cl A (META) | 0.3 | $360k | 2.7k | 135.68 | |
| Bj's Wholesale Club Holdings (BJ) | 0.3 | $355k | 4.9k | 72.81 | |
| Steris Shs Usd (STE) | 0.3 | $322k | 1.9k | 166.29 | |
| Shopify Cl A (SHOP) | 0.3 | $315k | 12k | 26.94 | |
| Johnson & Johnson (JNJ) | 0.2 | $257k | 1.6k | 163.36 | |
| Block Cl A (XYZ) | 0.2 | $255k | 4.6k | 54.99 | |
| Booking Holdings (BKNG) | 0.2 | $243k | 148.00 | 1643.21 | |
| salesforce (CRM) | 0.2 | $241k | 1.7k | 143.84 | |
| Xpel (XPEL) | 0.2 | $237k | 3.7k | 64.44 | |
| Global E Online SHS (GLBE) | 0.2 | $217k | 8.1k | 26.76 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $216k | 425.00 | 507.19 | |
| Amgen (AMGN) | 0.2 | $214k | 951.00 | 225.40 | |
| Equinix (EQIX) | 0.2 | $213k | 375.00 | 568.84 | |
| Olema Pharmaceuticals (OLMA) | 0.1 | $73k | 27k | 2.76 | |
| Gevo Com Par (GEVO) | 0.0 | $29k | 13k | 2.28 |
