Conway Capital Management as of March 31, 2025
Portfolio Holdings for Conway Capital Management
Conway Capital Management holds 43 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 16.9 | $34M | 152k | 222.13 | |
| Amazon (AMZN) | 12.5 | $25M | 132k | 190.26 | |
| Netflix (NFLX) | 11.1 | $22M | 24k | 932.53 | |
| Costco Wholesale Corporation (COST) | 10.5 | $21M | 22k | 945.76 | |
| NVIDIA Corporation (NVDA) | 7.7 | $15M | 142k | 108.38 | |
| Mastercard Incorporated Cl A (MA) | 5.9 | $12M | 22k | 548.12 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.2 | $10M | 20k | 532.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $6.6M | 42k | 156.23 | |
| Meta Platforms Cl A (META) | 2.5 | $4.9M | 8.5k | 576.36 | |
| Blackstone Group Inc Com Cl A (BX) | 2.4 | $4.7M | 34k | 139.78 | |
| Starbucks Corporation (SBUX) | 2.2 | $4.3M | 44k | 98.09 | |
| Microsoft Corporation (MSFT) | 2.0 | $4.0M | 11k | 375.40 | |
| Tesla Motors (TSLA) | 2.0 | $3.9M | 15k | 259.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $3.9M | 26k | 154.64 | |
| Boston Scientific Corporation (BSX) | 1.6 | $3.2M | 31k | 100.88 | |
| Deckers Outdoor Corporation (DECK) | 1.4 | $2.7M | 24k | 111.81 | |
| Intuitive Surgical Com New (ISRG) | 1.3 | $2.7M | 5.4k | 495.27 | |
| Clearpoint Neuro (CLPT) | 1.3 | $2.5M | 211k | 11.89 | |
| Visa Com Cl A (V) | 1.1 | $2.2M | 6.4k | 350.46 | |
| Intuit (INTU) | 1.1 | $2.1M | 3.5k | 613.91 | |
| Shopify Cl A (SHOP) | 0.6 | $1.3M | 14k | 95.48 | |
| CSX Corporation (CSX) | 0.6 | $1.1M | 39k | 29.43 | |
| Canadian Pacific Kansas City (CP) | 0.5 | $1.1M | 15k | 70.21 | |
| Tractor Supply Company (TSCO) | 0.5 | $999k | 18k | 55.10 | |
| American Express Company (AXP) | 0.5 | $908k | 3.4k | 269.05 | |
| Chipotle Mexican Grill (CMG) | 0.4 | $840k | 17k | 50.21 | |
| Edwards Lifesciences (EW) | 0.4 | $808k | 11k | 72.48 | |
| Fair Isaac Corporation (FICO) | 0.4 | $788k | 427.00 | 1844.16 | |
| TJX Companies (TJX) | 0.3 | $647k | 5.3k | 121.81 | |
| Booking Holdings (BKNG) | 0.3 | $590k | 128.00 | 4606.91 | |
| Floor & Decor Hldgs Cl A (FND) | 0.3 | $553k | 6.9k | 80.47 | |
| Nike CL B (NKE) | 0.2 | $365k | 5.7k | 63.48 | |
| Marriott Intl Cl A (MAR) | 0.1 | $298k | 1.3k | 238.20 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $297k | 1.4k | 207.25 | |
| Amgen (AMGN) | 0.1 | $289k | 926.00 | 311.55 | |
| Johnson & Johnson (JNJ) | 0.1 | $261k | 1.6k | 165.84 | |
| SYSCO Corporation (SYY) | 0.1 | $259k | 3.5k | 75.04 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $258k | 3.1k | 84.40 | |
| Block Cl A (XYZ) | 0.1 | $232k | 4.3k | 54.33 | |
| Walt Disney Company (DIS) | 0.1 | $219k | 2.2k | 98.70 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $210k | 905.00 | 231.63 | |
| Home Depot (HD) | 0.1 | $206k | 561.00 | 366.49 | |
| Olema Pharmaceuticals (OLMA) | 0.0 | $38k | 10k | 3.76 |
