Filed: 4/17/2025ACC: 0001214659-25-006050
📋 What this filing means
CONWAY CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $200.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$200.00M
Total AUM (reported)
1.14M
Total Shares
Allocation by class
COM$154.23M77.1%
CL A$19.36M9.7%
CL B NEW$10.42M5.2%
CAP STK CL C$6.59M3.3%
CAP STK CL A$3.94M2.0%
COM NEW$2.65M1.3%
COM CL A$2.24M1.1%
Portfolio Concentration
Top 3$81.07M40.5%
4–10$74.75M37.4%
11–25$37.02M18.5%
Rest$7.15M3.6%
Top 3 weight
40.5%
Top 10 weight
77.9%
Voting Authority Distribution
Total shares with voting rights: 1.14M
Sole
Full voting authority
1.14M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole43
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings43
Rows:
APPLE INC
SOLEShares152.12K
TypeSH
Market value$33.79M
16.90%
Sole
152.12K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares131.58K
TypeSH
Market value$25.03M
12.52%
Sole
131.58K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares23.86K
TypeSH
Market value$22.25M
11.12%
Sole
23.86K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares22.11K
TypeSH
Market value$20.92M
10.46%
Sole
22.11K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares141.71K
TypeSH
Market value$15.36M
7.68%
Sole
141.71K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares21.56K
TypeSH
Market value$11.82M
5.91%
Sole
21.56K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.56K
TypeSH
Market value$10.42M
5.21%
Sole
19.56K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares42.16K
TypeSH
Market value$6.59M
3.29%
Sole
42.16K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares8.52K
TypeSH
Market value$4.91M
2.46%
Sole
8.52K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares33.93K
TypeSH
Market value$4.74M
2.37%
Sole
33.93K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares44.04K
TypeSH
Market value$4.32M
2.16%
Sole
44.04K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares10.60K
TypeSH
Market value$3.98M
1.99%
Sole
10.60K
Shared
0.00
None
0.00
TESLA INC
SOLEShares15.21K
TypeSH
Market value$3.94M
1.97%
Sole
15.21K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares25.46K
TypeSH
Market value$3.94M
1.97%
Sole
25.46K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares31.37K
TypeSH
Market value$3.16M
1.58%
Sole
31.37K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares24.31K
TypeSH
Market value$2.72M
1.36%
Sole
24.31K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares5.35K
TypeSH
Market value$2.65M
1.33%
Sole
5.35K
Shared
0.00
None
0.00
CLEARPOINT NEURO INC
SOLEShares211.32K
TypeSH
Market value$2.51M
1.26%
Sole
211.32K
Shared
0.00
None
0.00
VISA INC
SOLEShares6.38K
TypeSH
Market value$2.24M
1.12%
Sole
6.38K
Shared
0.00
None
0.00
INTUIT
SOLEShares3.48K
TypeSH
Market value$2.13M
1.07%
Sole
3.48K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares13.48K
TypeSH
Market value$1.29M
0.64%
Sole
13.48K
Shared
0.00
None
0.00
CSX CORP
SOLEShares39K
TypeSH
Market value$1.15M
0.57%
Sole
39K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares15.35K
TypeSH
Market value$1.08M
0.54%
Sole
15.35K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares18.14K
TypeSH
Market value$999.2K
0.50%
Sole
18.14K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares3.38K
TypeSH
Market value$908.0K
0.45%
Sole
3.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 152.12K | SH | $33.79M 16.90% | 152.12K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 131.58K | SH | $25.03M 12.52% | 131.58K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 23.86K | SH | $22.25M 11.12% | 23.86K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 22.11K | SH | $20.92M 10.46% | 22.11K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 141.71K | SH | $15.36M 7.68% | 141.71K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 21.56K | SH | $11.82M 5.91% | 21.56K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.56K | SH | $10.42M 5.21% | 19.56K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 42.16K | SH | $6.59M 3.29% | 42.16K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8.52K | SH | $4.91M 2.46% | 8.52K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 33.93K | SH | $4.74M 2.37% | 33.93K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 44.04K | SH | $4.32M 2.16% | 44.04K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.60K | SH | $3.98M 1.99% | 10.60K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 15.21K | SH | $3.94M 1.97% | 15.21K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 25.46K | SH | $3.94M 1.97% | 25.46K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 31.37K | SH | $3.16M 1.58% | 31.37K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 24.31K | SH | $2.72M 1.36% | 24.31K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 5.35K | SH | $2.65M 1.33% | 5.35K | 0.00 | 0.00 |
CLEARPOINT NEURO INCSOLE | COM | 211.32K | SH | $2.51M 1.26% | 211.32K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 6.38K | SH | $2.24M 1.12% | 6.38K | 0.00 | 0.00 |
INTUITSOLE | COM | 3.48K | SH | $2.13M 1.07% | 3.48K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 13.48K | SH | $1.29M 0.64% | 13.48K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 39K | SH | $1.15M 0.57% | 39K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 15.35K | SH | $1.08M 0.54% | 15.35K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 18.14K | SH | $999.2K 0.50% | 18.14K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 3.38K | SH | $908.0K 0.45% | 3.38K | 0.00 | 0.00 |
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