Conway Capital Management as of Dec. 31, 2023
Portfolio Holdings for Conway Capital Management
Conway Capital Management holds 39 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 20.6 | $32M | 166k | 192.53 | |
| Amazon (AMZN) | 12.5 | $19M | 127k | 151.94 | |
| NVIDIA Corporation (NVDA) | 9.2 | $14M | 29k | 495.22 | |
| Deckers Outdoor Corporation (DECK) | 7.9 | $12M | 18k | 668.43 | |
| Costco Wholesale Corporation (COST) | 7.8 | $12M | 18k | 660.07 | |
| Netflix (NFLX) | 5.5 | $8.5M | 18k | 486.88 | |
| Mastercard Incorporated Cl A (MA) | 4.6 | $7.1M | 17k | 426.51 | |
| Tesla Motors (TSLA) | 4.1 | $6.3M | 25k | 248.48 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $5.2M | 37k | 140.93 | |
| Starbucks Corporation (SBUX) | 2.4 | $3.7M | 39k | 96.01 | |
| Microsoft Corporation (MSFT) | 2.3 | $3.6M | 9.5k | 376.05 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $3.4M | 25k | 139.69 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $3.4M | 9.6k | 356.66 | |
| Intuit (INTU) | 1.9 | $2.9M | 4.6k | 624.97 | |
| Blackstone Group Inc Com Cl A (BX) | 1.2 | $1.9M | 14k | 130.92 | |
| Boston Scientific Corporation (BSX) | 1.2 | $1.8M | 32k | 57.81 | |
| Visa Com Cl A (V) | 0.9 | $1.5M | 5.6k | 260.35 | |
| CSX Corporation (CSX) | 0.9 | $1.5M | 42k | 34.67 | |
| Intuitive Surgical Com New (ISRG) | 0.9 | $1.4M | 4.2k | 337.36 | |
| Edwards Lifesciences (EW) | 0.8 | $1.2M | 16k | 76.25 | |
| Canadian Pacific Kansas City (CP) | 0.8 | $1.2M | 16k | 79.06 | |
| Shopify Cl A (SHOP) | 0.8 | $1.2M | 15k | 77.90 | |
| Tractor Supply Company (TSCO) | 0.7 | $1.1M | 5.0k | 215.03 | |
| Floor & Decor Hldgs Cl A (FND) | 0.7 | $1.1M | 9.6k | 111.56 | |
| Nike CL B (NKE) | 0.6 | $961k | 8.8k | 108.57 | |
| Chipotle Mexican Grill (CMG) | 0.4 | $647k | 283.00 | 2286.96 | |
| Meta Platforms Cl A (META) | 0.4 | $600k | 1.7k | 353.96 | |
| Lululemon Athletica (LULU) | 0.4 | $588k | 1.2k | 511.29 | |
| Boeing Company (BA) | 0.3 | $535k | 2.1k | 260.66 | |
| Booking Holdings (BKNG) | 0.3 | $486k | 137.00 | 3547.22 | |
| TJX Companies (TJX) | 0.3 | $484k | 5.2k | 93.81 | |
| SYSCO Corporation (SYY) | 0.3 | $461k | 6.3k | 73.13 | |
| Wingstop (WING) | 0.3 | $417k | 1.6k | 256.58 | |
| Olema Pharmaceuticals (OLMA) | 0.2 | $372k | 27k | 14.03 | |
| Block Cl A (SQ) | 0.2 | $330k | 4.3k | 77.35 | |
| Walt Disney Company (DIS) | 0.2 | $308k | 3.4k | 90.29 | |
| Marriott Intl Cl A (MAR) | 0.2 | $282k | 1.3k | 225.51 | |
| Amgen (AMGN) | 0.2 | $274k | 951.00 | 288.02 | |
| Johnson & Johnson (JNJ) | 0.2 | $247k | 1.6k | 156.74 |
