Conway-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "AXP",
  "CP.TO",
  "BSX",
  "OLMA",
  "HD",
  "INTU",
  "ISRG",
  "BKNG",
  "META",
  "MA",
  "MSFT",
  "FICO",
  "FND",
  "BX",
  "AAPL",
  "NVDA",
  "PLTR",
  "AMGN",
  "SHOP",
  "SBUX",
  "TJX",
  "TSCO",
  "EW",
  "DECK",
  "CLPT",
  "AMZN",
  "TTWO",
  "VEEV",
  "V",
  "SYY",
  "BRK-B",
  null,
  "CMG",
  "COST",
  "CSX",
  "NKE",
  "MAR",
  "DIS",
  "GOOG",
  "JNJ",
  "TSLA",
  "NFLX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 43
Total Value: 199998127
Accession Number: 0001214659-25-006050
Form Type: 13F-HR
CIK: conway-capital-management
Manager Name: Conway-Capital-Management

Data Enrichment

98% identified

42 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

43 positions • $200.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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VEEVA SYSTEMS INC

VEEV|922475108

Shares:905

Value:$209.6K

% of Portfolio:0.1% ($209.6K/$200.0M)

HOME DEPOT, INC.

HD|437076102

Shares:561

Value:$205.6K

% of Portfolio:0.1% ($205.6K/$200.0M)

Olema Pharmaceuticals, Inc.

OLMA|68062P106

Shares:10.0K

Value:$37.6K

% of Portfolio:0.0% ($37.6K/$200.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VEEVA SYSTEMS INC(VEEVcusip922475108)	905	QoQ NEW(+905) YoY -5.23% (-50)	All Managers (Combined)	$209.6K	0.1% ($209.6K/$200.0M)	QoQ NEW(+$209.6K) YoY -5.26% (-$11.6K)
HOME DEPOT, INC.(HDcusip437076102)	561	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$205.6K	0.1% ($205.6K/$200.0M)	QoQ -5.78% (-$12.6K) YoY -4.46% (-$9.6K)
Olema Pharmaceuticals, Inc.(OLMAcusip68062P106)	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$37.6K	0.0% ($37.6K/$200.0M)	QoQ -35.50% (-$20.7K) YoY -66.78% (-$75.6K)