Conway Capital Management, Inc. Top Holdings and 13F Report (2025) About Conway Capital Management, Inc.Investment ActivityConway Capital Management, Inc. has $225.90 million in total holdings as of December 31, 2024.Conway Capital Management, Inc. owns shares of 48 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.27% of the portfolio was purchased this quarter.About 1.97% of the portfolio was sold this quarter.This quarter, Conway Capital Management, Inc. has purchased 47 new stocks and bought additional shares in 15 stocks.Conway Capital Management, Inc. sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $39,505,001Amazon.com $29,073,782NVIDIA $28,741,042Costco Wholesale $18,573,333Netflix $17,644,571 Largest New Holdings this Quarter REDDIT INC $335,052 HoldingShift4 Payments $233,505 Holding Largest Purchases this Quarter Berkshire Hathaway 2,830 shares (about $1.28M)Tractor Supply 15,845 shares (about $840.74K)Meta Platforms 1,142 shares (about $668.65K)CAVA Group 4,725 shares (about $532.98K)REDDIT INC 2,050 shares (about $335.05K) Largest Sales this Quarter NVIDIA 21,553 shares (about $2.89M)Wingstop 2,306 shares (about $655.37K)Floor & Decor 1,250 shares (about $124.63K)Netflix 95 shares (about $84.68K)Alphabet 390 shares (about $73.83K) 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$39,505,001$72,622 ▼-0.2%157,75517.5%Computer and TechnologyAMZNAmazon.com$29,073,782$12,066 ▼0.0%132,52112.9%Retail/WholesaleNVDANVIDIA$28,741,042$2,894,355 ▼-9.1%214,02212.7%Computer and TechnologyCOSTCostco Wholesale$18,573,333$48,561 ▲0.3%20,2718.2%Retail/WholesaleNFLXNetflix$17,644,571$84,675 ▼-0.5%19,7967.8%Consumer DiscretionaryDECKDeckers Outdoor$11,492,660$3,046 ▼0.0%56,5895.1%Retail/WholesaleMAMastercard$10,529,857$15,797 ▼-0.1%19,9974.7%Business ServicesGOOGAlphabet$7,220,533$66,654 ▲0.9%37,9153.2%Computer and TechnologyBRK.BBerkshire Hathaway$5,672,799$1,282,782 ▲29.2%12,5152.5%FinanceCAVACAVA Group$5,563,860$532,980 ▲10.6%49,3252.5%Retail/WholesaleTSLATesla$5,078,288$107,018 ▲2.2%12,5752.2%Auto/Tires/TrucksGOOGLAlphabet$4,886,780$73,827 ▼-1.5%25,8152.2%Computer and TechnologyMSFTMicrosoft$4,541,8070.0%10,7752.0%Computer and TechnologyMETAMeta Platforms$4,016,013$668,652 ▲20.0%6,8591.8%Computer and TechnologySBUXStarbucks$2,908,868$9,125 ▼-0.3%31,8781.3%Retail/WholesaleBSXBoston Scientific$2,851,5410.0%31,9251.3%MedicalBXBlackstone$2,825,639$313,979 ▲12.5%16,3881.3%FinanceISRGIntuitive Surgical$2,584,224$199,389 ▲8.4%4,9511.1%MedicalCLPTClearPoint Neuro$2,479,641$303,371 ▲13.9%161,2251.1%MedicalINTUIntuit$2,268,596$37,705 ▼-1.6%3,6101.0%Computer and TechnologyVVisa$1,875,6970.0%5,9350.8%Business ServicesWINGWingstop$1,765,735$655,365 ▼-27.1%6,2130.8%Retail/WholesaleCSXCSX$1,258,5460.0%39,0000.6%TransportationSHOPShopify$1,241,509$95,697 ▲8.4%11,6760.5%Computer and TechnologyCPCanadian Pacific Kansas City$1,111,4810.0%15,3580.5%TransportationTSCOTractor Supply$1,051,119$840,736 ▲399.6%19,8100.5%Retail/WholesaleCMGChipotle Mexican Grill$961,785$48,240 ▲5.3%15,9500.4%Retail/WholesaleEWEdwards Lifesciences$827,2850.0%11,1750.4%MedicalFNDFloor & Decor$750,243$124,625 ▼-14.2%7,5250.3%Retail/WholesaleFICOFair Isaac$720,717$39,819 ▼-5.2%3620.3%Computer and TechnologyBKNGBooking$680,6740.0%1370.3%Retail/WholesaleTJXTJX Companies$640,783$604 ▲0.1%5,3040.3%Retail/WholesaleNVRNVR$458,018$40,894 ▼-8.2%560.2%ConstructionNKENIKE$442,442$18,917 ▼-4.1%5,8470.2%Consumer DiscretionaryBLOCK INC$362,9070.0%4,2700.2%CL AMARMarriott International$348,9540.0%1,2510.2%Consumer DiscretionaryREDDIT INC$335,052$335,052 ▲New Holding2,0500.1%CL AAXPAmerican Express$311,630$44,519 ▲16.7%1,0500.1%FinanceAAONAAON$306,208$11,886 ▲4.0%2,6020.1%ConstructionSYYSysco$279,079$9,558 ▼-3.3%3,6500.1%Consumer StaplesUBERUber Technologies$256,360$22,620 ▼-8.1%4,2500.1%Computer and TechnologyDISWalt Disney$246,752$11,135 ▼-4.3%2,2160.1%Consumer DiscretionaryAMGNAmgen$241,353$6,516 ▼-2.6%9260.1%MedicalFOURShift4 Payments$233,505$233,505 ▲New Holding2,2500.1%Business ServicesDELLDell Technologies$230,4800.0%2,0000.1%Computer and TechnologyJNJJohnson & Johnson$227,7770.0%1,5750.1%MedicalHDHome Depot$218,2230.0%5610.1%Retail/WholesaleOLMAOlema Pharmaceuticals$58,3000.0%10,0000.0%MedicalGEGeneral Electric$0$315,872 ▼-100.0%00.0%TransportationShowing 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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