Conway Capital Management, Inc. Top Holdings and 13F Report (2025) About Conway Capital Management, Inc.Investment ActivityConway Capital Management, Inc. has $200.00 million in total holdings as of March 31, 2025.Conway Capital Management, Inc. owns shares of 43 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 9.38% of the portfolio was purchased this quarter.About 11.25% of the portfolio was sold this quarter.This quarter, Conway Capital Management, Inc. has purchased 48 new stocks and bought additional shares in 17 stocks.Conway Capital Management, Inc. sold shares of 15 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $33,791,077Amazon.com $25,034,601Netflix $22,248,301Costco Wholesale $20,915,536NVIDIA $15,358,444 Largest New Holdings this Quarter 874054109 - Take-Two Interactive Software $297,404 Holding69608A108 - PALANTIR TECHNOLOGIES INC $257,842 Holding922475108 - Veeva Systems $209,625 Holding Largest Purchases this Quarter Netflix 4,062 shares (about $3.79M)Berkshire Hathaway 7,049 shares (about $3.75M)Blackstone 17,542 shares (about $2.45M)Costco Wholesale 1,844 shares (about $1.74M)Starbucks 12,160 shares (about $1.19M) Largest Sales this Quarter NVIDIA 72,313 shares (about $7.84M)Deckers Outdoor 32,281 shares (about $3.61M)Apple 5,632 shares (about $1.25M)Amazon.com 940 shares (about $178.84K)Tractor Supply 1,675 shares (about $92.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofConway Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$33,791,077$1,251,036 ▼-3.6%152,12316.9%Computer and TechnologyAMZNAmazon.com$25,034,601$178,844 ▼-0.7%131,58112.5%Retail/WholesaleNFLXNetflix$22,248,301$3,787,937 ▲20.5%23,85811.1%Consumer DiscretionaryCOSTCostco Wholesale$20,915,536$1,743,986 ▲9.1%22,11510.5%Retail/WholesaleNVDANVIDIA$15,358,444$7,837,294 ▼-33.8%141,7097.7%Computer and TechnologyMAMastercard$11,815,861$855,070 ▲7.8%21,5575.9%Business ServicesBRK.BBerkshire Hathaway$10,419,395$3,754,156 ▲56.3%19,5645.2%FinanceGOOGAlphabet$6,586,657$663,196 ▲11.2%42,1603.3%Computer and TechnologyMETAMeta Platforms$4,912,893$959,639 ▲24.3%8,5242.5%Computer and TechnologyBXBlackstone$4,742,678$2,451,991 ▲107.0%33,9302.4%FinanceSBUXStarbucks$4,319,687$1,192,774 ▲38.1%44,0382.2%Retail/WholesaleMSFTMicrosoft$3,979,263$65,695 ▼-1.6%10,6002.0%Computer and TechnologyTSLATesla$3,943,119$684,182 ▲21.0%15,2152.0%Auto/Tires/TrucksGOOGLAlphabet$3,937,908$54,124 ▼-1.4%25,4652.0%Computer and TechnologyBSXBoston Scientific$3,164,606$55,988 ▼-1.7%31,3701.6%MedicalDECKDeckers Outdoor$2,717,877$3,609,338 ▼-57.0%24,3081.4%Retail/WholesaleISRGIntuitive Surgical$2,651,676$199,594 ▲8.1%5,3541.3%MedicalCLPTClearPoint Neuro$2,512,654$595,689 ▲31.1%211,3251.3%MedicalVVisa$2,237,687$157,707 ▲7.6%6,3851.1%Business ServicesINTUIntuit$2,133,333$82,878 ▼-3.7%3,4751.1%Computer and TechnologySHOPShopify$1,287,070$172,246 ▲15.5%13,4800.6%Computer and TechnologyCSXCSX$1,147,7840.0%39,0000.6%TransportationCPCanadian Pacific Kansas City$1,077,956$351 ▼0.0%15,3530.5%TransportationTSCOTractor Supply$999,239$92,293 ▼-8.5%18,1350.5%Retail/WholesaleAXPAmerican Express$908,044$625,541 ▲221.4%3,3750.5%FinanceCMGChipotle Mexican Grill$839,762$38,913 ▲4.9%16,7250.4%Retail/WholesaleEWEdwards Lifesciences$807,790$2,174 ▼-0.3%11,1450.4%MedicalFICOFair Isaac$787,456$119,870 ▲18.0%4270.4%Computer and TechnologyTJXTJX Companies$646,689$609 ▲0.1%5,3090.3%Retail/WholesaleBKNGBooking$589,684$41,462 ▼-6.6%1280.3%Retail/WholesaleFNDFloor & Decor$553,231$52,305 ▼-8.6%6,8750.3%Retail/WholesaleNKENIKE$364,820$6,348 ▼-1.7%5,7470.2%Consumer DiscretionaryMARMarriott International$297,9880.0%1,2510.1%Consumer DiscretionaryTTWOTake-Two Interactive Software$297,404$297,404 ▲New Holding1,4350.1%Consumer DiscretionaryAMGNAmgen$288,4950.0%9260.1%MedicalJNJJohnson & Johnson$261,1980.0%1,5750.1%MedicalSYYSysco$258,888$15,008 ▼-5.5%3,4500.1%Consumer StaplesPALANTIR TECHNOLOGIES INC$257,842$257,842 ▲New Holding3,0550.1%CL ABLOCK INC$231,9890.0%4,2700.1%CL ADISWalt Disney$218,7190.0%2,2160.1%Consumer DiscretionaryVEEVVeeva Systems$209,625$209,625 ▲New Holding9050.1%MedicalHDHome Depot$205,6010.0%5610.1%Retail/WholesaleOLMAOlema Pharmaceuticals$37,6000.0%10,0000.0%MedicalCAVACAVA Group$0$5,563,860 ▼-100.0%00.0%Retail/WholesaleWINGWingstop$0$1,765,735 ▼-100.0%00.0%Retail/WholesaleNVRNVR$0$458,018 ▼-100.0%00.0%ConstructionREDDIT INC$0$335,052 ▼-100.0%00.0%CL AAAONAAON$0$306,208 ▼-100.0%00.0%ConstructionUBERUber Technologies$0$256,360 ▼-100.0%00.0%Computer and TechnologyFOURShift4 Payments$0$233,505 ▼-100.0%00.0%Business ServicesDELLDell Technologies$0$230,480 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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