Conway Capital Management, Inc. Top Holdings and 13F Report (2024) About Conway Capital Management, Inc.Investment ActivityConway Capital Management, Inc. has $206.02 million in total holdings as of June 30, 2024.Conway Capital Management, Inc. owns shares of 47 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.13% of the portfolio was purchased this quarter.About 1.62% of the portfolio was sold this quarter.This quarter, Conway Capital Management, Inc. has purchased 42 new stocks and bought additional shares in 14 stocks.Conway Capital Management, Inc. sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $36,824,479NVIDIA $28,608,251Amazon.com $24,702,886Costco Wholesale $17,923,297Netflix $14,108,090 Largest New Holdings this Quarter ClearPoint Neuro $1,586,215 HoldingNVR $598,520 HoldingGeneral Electric $315,872 HoldingAAON $269,720 HoldingAmerican Express $244,080 Holding Largest Purchases this Quarter Deckers Outdoor 41,827 shares (about $6.67M)CAVA Group 17,760 shares (about $2.20M)ClearPoint Neuro 141,500 shares (about $1.59M)Meta Platforms 1,232 shares (about $705.25K)Costco Wholesale 762 shares (about $675.51K) Largest Sales this Quarter NVIDIA 16,218 shares (about $1.97M)Edwards Lifesciences 4,450 shares (about $293.66K)Starbucks 2,300 shares (about $224.23K)Wingstop 534 shares (about $222.18K)Apple 755 shares (about $175.91K) 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$36,824,479$175,915 ▼-0.5%158,04517.9%Computer and TechnologyNVDANVIDIA$28,608,251$1,969,516 ▼-6.4%235,57513.9%Computer and TechnologyAMZNAmazon.com$24,702,886$81,054 ▲0.3%132,57612.0%Retail/WholesaleCOSTCostco Wholesale$17,923,297$675,515 ▲3.9%20,2188.7%Retail/WholesaleNFLXNetflix$14,108,090$46,103 ▲0.3%19,8916.8%Consumer DiscretionaryMAMastercard$9,889,367$518,492 ▲5.5%20,0274.8%Business ServicesDECKDeckers Outdoor$9,025,508$6,669,315 ▲283.1%56,6044.4%Retail/WholesaleGOOGAlphabet$6,280,492$71,056 ▲1.1%37,5653.0%Computer and TechnologyCAVACAVA Group$5,523,710$2,199,576 ▲66.2%44,6002.7%Retail/WholesaleMSFTMicrosoft$4,636,631$204,399 ▲4.6%10,7752.3%Computer and TechnologyBRK.BBerkshire Hathaway$4,457,618$71,340 ▲1.6%9,6852.2%FinanceGOOGLAlphabet$4,346,099$82,925 ▼-1.9%26,2052.1%Computer and TechnologyWINGWingstop$3,544,482$222,180 ▼-5.9%8,5191.7%Retail/WholesaleMETAMeta Platforms$3,272,639$705,246 ▲27.5%5,7171.6%Computer and TechnologyTSLATesla$3,220,6650.0%12,3101.6%Auto/Tires/TrucksSBUXStarbucks$3,117,535$224,227 ▼-6.7%31,9781.5%Retail/WholesaleBSXBoston Scientific$2,675,3150.0%31,9251.3%MedicalINTUIntuit$2,278,7840.0%3,6701.1%Computer and TechnologyISRGIntuitive Surgical$2,244,6130.0%4,5691.1%MedicalBXBlackstone$2,230,614$49,920 ▲2.3%14,5671.1%FinanceVVisa$1,631,8280.0%5,9350.8%Business ServicesCLPTClearPoint Neuro$1,586,215$1,586,215 ▲New Holding141,5000.8%MedicalCSXCSX$1,346,6870.0%39,0000.7%TransportationCPCanadian Pacific Kansas City$1,313,7490.0%15,3580.6%TransportationTSCOTractor Supply$1,153,5370.0%3,9650.6%Retail/WholesaleFNDFloor & Decor$1,089,592$74,502 ▼-6.4%8,7750.5%Retail/WholesaleCMGChipotle Mexican Grill$872,943$43,215 ▲5.2%15,1500.4%Retail/WholesaleSHOPShopify$863,5890.0%10,7760.4%Computer and TechnologyFICOFair Isaac$742,425$101,063 ▲15.8%3820.4%Computer and TechnologyEWEdwards Lifesciences$737,438$293,655 ▼-28.5%11,1750.4%MedicalTJXTJX Companies$622,822$15,397 ▲2.5%5,2990.3%Retail/WholesaleNVRNVR$598,520$598,520 ▲New Holding610.3%ConstructionBKNGBooking$577,0600.0%1370.3%Retail/WholesaleNKENIKE$538,9750.0%6,0970.3%Consumer DiscretionaryUBERUber Technologies$347,615$56,370 ▼-14.0%4,6250.2%Computer and TechnologyGEGeneral Electric$315,872$315,872 ▲New Holding1,6750.2%TransportationMARMarriott International$310,9990.0%1,2510.2%Consumer DiscretionaryAMGNAmgen$306,4220.0%9510.1%MedicalSYYSysco$294,677$120,213 ▼-29.0%3,7750.1%Consumer StaplesSQBlock$286,6450.0%4,2700.1%Business ServicesAAONAAON$269,720$269,720 ▲New Holding2,5010.1%ConstructionJNJJohnson & Johnson$255,2450.0%1,5750.1%MedicalAXPAmerican Express$244,080$244,080 ▲New Holding9000.1%FinanceDELLDell Technologies$237,0800.0%2,0000.1%Computer and TechnologyHDHome Depot$227,317$227,317 ▲New Holding5610.1%Retail/WholesaleDISWalt Disney$222,776$106,098 ▼-32.3%2,3160.1%Consumer DiscretionaryOLMAOlema Pharmaceuticals$119,4000.0%10,0000.1%MedicalBIRDAllbirds$0$12,500 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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