CONWAY CAPITAL MANAGEMENT, INC.
Holdings as of 2026-06-30, filed 2026-08-07
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 38 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
39
Value reported by manager
$224.7M
Sum of our stored positions
$224.7M
should match the line above
Disclosure lag
38 d
quarter end to filing
Top 5 concentration
59.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
39 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| APPLE INC | COM | $42.1M | 145,418 | — | 037833100 |
| AMAZON COM INC | COM | $29.6M | 124,346 | — | 023135106 |
| NVIDIA CORPORATION | COM | $26.5M | 132,285 | — | 67066G104 |
| COSTCO WHOLESALE CORPORATION | COM | $20.4M | 21,822 | — | 22160K105 |
| ALPHABET INC | CAP STK CL C | $15.7M | 44,391 | — | 02079K107 |
| NETFLIX INC. | COM | $12.3M | 172,510 | — | 64110L106 |
| MASTERCARD INCORPORATED | CL A | $10.9M | 21,189 | — | 57636Q104 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $9.6M | 19,111 | — | 084670702 |
| ALPHABET INC | CAP STK CL A | $9.5M | 26,538 | — | 02079K305 |
| TESLA INC | COM | $7.7M | 18,360 | — | 88160R101 |
| META PLATFORMS INC | CL A | $4M | 7,124 | — | 30303M102 |
| MICROSOFT CORP | COM | $3.9M | 10,445 | — | 594918104 |
| ADVANCED MICRO DEVICES INC | COM | $3.7M | 6,355 | — | 007903107 |
| BLACKSTONE INC | COM | $2.8M | 23,675 | — | 09260D107 |
| STARBUCKS CORP | COM | $2.7M | 26,783 | — | 855244109 |
| VISA INC | COM CL A | $2.2M | 6,358 | — | 92826C839 |
| CONSTELLATION ENERGY CORP | COM | $2.2M | 8,690 | — | 21037T109 |
| DECKERS OUTDOOR CORP | COM | $2M | 20,042 | — | 243537107 |
| CSX CORP | COM | $1.9M | 39,000 | — | 126408103 |
| INTUITIVE SURGICAL INC | COM NEW | $1.8M | 4,442 | — | 46120E602 |
| CLEARPOINT NEURO INC | COM | $1.7M | 92,975 | — | 18507C103 |
| CANADIAN PACIFIC KANSAS CITY | COM | $1.3M | 15,353 | — | 13646K108 |
| SHOPIFY INC | CL A SUB VTG SHS | $1.3M | 11,500 | — | 82509L107 |
| ISHARES TR | CORE US AGGBD ET | $1.3M | 13,044 | — | 464287226 |
| BOSTON SCIENTIFIC CORP | COM | $1.2M | 28,750 | — | 101137107 |
| AMERICAN EXPRESS CO | COM | $1.2M | 3,625 | — | 025816109 |
| EDWARDS LIFESCIENCES CORP | COM | $954.4K | 10,550 | — | 28176E108 |
| TJX COS INC NEW | COM | $785.4K | 5,184 | — | 872540109 |
| MARRIOTT INTL INC NEW | CL A | $463.6K | 1,251 | — | 571903202 |
| RALPH LAUREN CORP | CL A | $457.6K | 1,140 | — | 751212101 |
| HIMS & HERS HEALTH INC | COM CL A | $451.4K | 13,020 | — | 433000106 |
| JOHNSON & JOHNSON | COM | $400K | 1,575 | — | 478160104 |
| QUANTA SVCS INC | COM | $360K | 500 | — | 74762E102 |
| GOLDMAN SACHS GROUP INC | COM | $252.8K | 250 | — | 38141G104 |
| ASML HLDG NV | N Y REGISTRY SHS | $238.7K | 120 | — | N07059210 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $236.2K | 945 | — | 874054109 |
| GE VERNOVA INC | COM | $235K | 200 | — | 36828A101 |
| SYSCO CORP | COM | $231.9K | 2,775 | — | 871829107 |
| OSCAR HEALTH INC | CL A | $213.9K | 7,500 | — | 687793109 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-07