Conway Capital Management as of Sept. 30, 2023
Portfolio Holdings for Conway Capital Management
Conway Capital Management holds 39 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 21.6 | $30M | 172k | 171.21 | |
| Amazon (AMZN) | 11.8 | $16M | 127k | 127.12 | |
| NVIDIA Corporation (NVDA) | 9.4 | $13M | 30k | 434.98 | |
| Costco Wholesale Corporation (COST) | 7.6 | $10M | 18k | 564.95 | |
| Deckers Outdoor Corporation (DECK) | 6.8 | $9.3M | 18k | 514.09 | |
| Mastercard Incorporated Cl A (MA) | 4.9 | $6.7M | 17k | 395.91 | |
| Tesla Motors (TSLA) | 4.8 | $6.6M | 26k | 250.22 | |
| Netflix (NFLX) | 4.5 | $6.2M | 17k | 377.60 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.5 | $4.9M | 37k | 131.85 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $3.6M | 10k | 350.30 | |
| Starbucks Corporation (SBUX) | 2.5 | $3.5M | 38k | 91.27 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $3.3M | 25k | 130.86 | |
| Microsoft Corporation (MSFT) | 2.2 | $3.0M | 9.6k | 315.76 | |
| Intuit (INTU) | 1.4 | $1.9M | 3.7k | 510.88 | |
| Boston Scientific Corporation (BSX) | 1.3 | $1.8M | 34k | 52.80 | |
| Tractor Supply Company (TSCO) | 1.3 | $1.8M | 8.6k | 203.06 | |
| Blackstone Group Inc Com Cl A (BX) | 1.1 | $1.5M | 14k | 107.14 | |
| Visa Com Cl A (V) | 0.9 | $1.3M | 5.6k | 230.01 | |
| CSX Corporation (CSX) | 0.9 | $1.3M | 42k | 30.75 | |
| Intuitive Surgical Com New (ISRG) | 0.9 | $1.3M | 4.3k | 292.29 | |
| Canadian Pacific Kansas City (CP) | 0.9 | $1.2M | 17k | 74.41 | |
| Edwards Lifesciences (EW) | 0.9 | $1.2M | 17k | 69.28 | |
| SYSCO Corporation (SYY) | 0.6 | $886k | 13k | 66.05 | |
| Nike CL B (NKE) | 0.6 | $879k | 9.2k | 95.62 | |
| Floor & Decor Hldgs Cl A (FND) | 0.6 | $878k | 9.7k | 90.50 | |
| Shopify Cl A (SHOP) | 0.5 | $738k | 14k | 54.57 | |
| Boeing Company (BA) | 0.5 | $633k | 3.3k | 191.68 | |
| Meta Platforms Cl A (META) | 0.3 | $464k | 1.5k | 300.21 | |
| TJX Companies (TJX) | 0.3 | $458k | 5.2k | 88.88 | |
| Booking Holdings (BKNG) | 0.3 | $423k | 137.00 | 3083.95 | |
| Olema Pharmaceuticals (OLMA) | 0.2 | $327k | 27k | 12.35 | |
| Veeva Sys Cl A Com (VEEV) | 0.2 | $276k | 1.4k | 203.45 | |
| Equinix (EQIX) | 0.2 | $272k | 375.00 | 726.26 | |
| Amgen (AMGN) | 0.2 | $256k | 951.00 | 268.76 | |
| Wingstop (WING) | 0.2 | $253k | 1.4k | 179.84 | |
| Marriott Intl Cl A (MAR) | 0.2 | $246k | 1.3k | 196.56 | |
| Johnson & Johnson (JNJ) | 0.2 | $245k | 1.6k | 155.75 | |
| Xpel (XPEL) | 0.2 | $220k | 2.9k | 77.11 | |
| Celsius Hldgs Com New (CELH) | 0.1 | $205k | 1.2k | 171.60 |
