Conway Capital Management as of Dec. 31, 2022
Portfolio Holdings for Conway Capital Management
Conway Capital Management holds 43 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 22.8 | $23M | 174k | 129.93 | |
| Amazon (AMZN) | 10.6 | $10M | 124k | 84.00 | |
| Deckers Outdoor Corporation (DECK) | 7.3 | $7.3M | 18k | 399.16 | |
| Costco Wholesale Corporation (COST) | 6.5 | $6.5M | 14k | 456.49 | |
| Mastercard Incorporated Cl A (MA) | 5.6 | $5.6M | 16k | 347.73 | |
| NVIDIA Corporation (NVDA) | 4.3 | $4.2M | 29k | 146.14 | |
| Netflix (NFLX) | 4.2 | $4.1M | 14k | 294.88 | |
| Starbucks Corporation (SBUX) | 3.9 | $3.8M | 38k | 99.20 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $3.2M | 36k | 88.73 | |
| Tesla Motors (TSLA) | 3.1 | $3.1M | 25k | 123.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $2.2M | 25k | 88.23 | |
| Microsoft Corporation (MSFT) | 2.2 | $2.2M | 9.0k | 239.83 | |
| Boston Scientific Corporation (BSX) | 2.0 | $2.0M | 43k | 46.27 | |
| Blackstone Group Inc Com Cl A (BX) | 1.9 | $1.9M | 26k | 74.19 | |
| Edwards Lifesciences (EW) | 1.8 | $1.8M | 25k | 74.61 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $1.6M | 5.2k | 308.90 | |
| Intuit (INTU) | 1.5 | $1.5M | 3.9k | 389.17 | |
| Nike CL B (NKE) | 1.4 | $1.4M | 12k | 117.01 | |
| Canadian Pacific Railway | 1.3 | $1.2M | 17k | 74.59 | |
| CSX Corporation (CSX) | 1.2 | $1.2M | 40k | 30.98 | |
| Intuitive Surgical Com New (ISRG) | 1.2 | $1.2M | 4.6k | 265.35 | |
| Tractor Supply Company (TSCO) | 1.2 | $1.2M | 5.4k | 224.96 | |
| SYSCO Corporation (SYY) | 1.2 | $1.2M | 16k | 76.45 | |
| Visa Com Cl A (V) | 1.2 | $1.2M | 5.6k | 207.76 | |
| Clearpoint Neuro (CLPT) | 0.6 | $547k | 65k | 8.47 | |
| Floor & Decor Hldgs Cl A (FND) | 0.5 | $519k | 7.5k | 69.63 | |
| Walt Disney Company (DIS) | 0.5 | $462k | 5.3k | 86.88 | |
| Boeing Company (BA) | 0.5 | $457k | 2.4k | 190.49 | |
| Royalty Pharma Shs Class A (RPRX) | 0.4 | $419k | 11k | 39.52 | |
| Inmode SHS (INMD) | 0.4 | $402k | 11k | 35.70 | |
| ResMed (RMD) | 0.4 | $395k | 1.9k | 208.13 | |
| Five Below (FIVE) | 0.4 | $356k | 2.0k | 176.87 | |
| Shopify Cl A (SHOP) | 0.4 | $351k | 10k | 34.71 | |
| TJX Companies (TJX) | 0.3 | $336k | 4.2k | 79.60 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $279k | 1.7k | 161.38 | |
| Johnson & Johnson (JNJ) | 0.3 | $278k | 1.6k | 176.65 | |
| Block Cl A (XYZ) | 0.3 | $261k | 4.1k | 62.84 | |
| Amgen (AMGN) | 0.3 | $250k | 951.00 | 262.64 | |
| Equinix (EQIX) | 0.2 | $246k | 375.00 | 655.03 | |
| Steris Shs Usd (STE) | 0.2 | $245k | 1.3k | 184.65 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $234k | 425.00 | 550.69 | |
| Shockwave Med | 0.2 | $230k | 1.1k | 205.61 | |
| Olema Pharmaceuticals (OLMA) | 0.1 | $65k | 27k | 2.45 |
