CONWAY CAPITAL MANAGEMENT, INC.
39 holdingsFiling period: 2026-06-30Current AUM: $233.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 145.4K | $42.1M | $48.2M | 20.60% | -1,815 | 2026-06-30 |
| 2 | AMZN | AMAZON COM INC | 124.3K | $29.6M | $30.9M | 13.21% | -835 | 2026-06-30 |
| 3 | NVDA | NVIDIA CORPORATION | 132.3K | $26.5M | $28.1M | 12.00% | -701 | 2026-06-30 |
| 4 | COST | COSTCO WHOLESALE CORPORATION | 21.8K | $20.4M | $19.7M | 8.41% | +298 | 2026-06-30 |
| 5 | GOOG | ALPHABET INC | 44.4K | $15.7M | $15.2M | 6.48% | +300 | 2026-06-30 |
| 6 | NFLX | NETFLIX INC. | 172.5K | $12.3M | $13.4M | 5.75% | -40,100 | 2026-06-30 |
| 7 | MA | MASTERCARD INCORPORATED | 21.2K | $10.9M | $12.1M | 5.19% | +25 | 2026-06-30 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 19.1K | $9.6M | $9.6M | 4.09% | -108 | 2026-06-30 |
| 9 | GOOGL | ALPHABET INC | 26.5K | $9.5M | $9.2M | 3.91% | +725 | 2026-06-30 |
| 10 | TSLA | TESLA INC | 18.4K | $7.7M | $6.5M | 2.80% | +325 | 2026-06-30 |
| 11 | META | META PLATFORMS INC | 7.1K | $4.0M | $4.8M | 2.04% | +90 | 2026-06-30 |
| 12 | MSFT | MICROSOFT CORP | 10.4K | $3.9M | $5.2M | 2.22% | -1,375 | 2026-06-30 |
| 13 | AMD | ADVANCED MICRO DEVICES INC | 6.4K | $3.7M | $3.2M | 1.37% | +5.1K | 2026-06-30 |
| 14 | BX | BLACKSTONE INC | 23.7K | $2.8M | $3.0M | 1.28% | -8,895 | 2026-06-30 |
| 15 | SBUX | STARBUCKS CORP | 26.8K | $2.7M | $2.6M | 1.11% | -3,575 | 2026-06-30 |
| 16 | V | VISA INC | 6.4K | $2.2M | $2.4M | 1.02% | -228 | 2026-06-30 |
| 17 | CEG | CONSTELLATION ENERGY CORP | 8.7K | $2.2M | $2.3M | 0.97% | -- | 2026-06-30 |
| 18 | DECK | DECKERS OUTDOOR CORP | 20.0K | $2.0M | $1.6M | 0.66% | -870 | 2026-06-30 |
| 19 | CSX | CSX CORP | 39.0K | $1.9M | $1.9M | 0.81% | -- | 2026-06-30 |
| 20 | ISRG | INTUITIVE SURGICAL INC | 4.4K | $1.8M | $1.7M | 0.72% | -199 | 2026-06-30 |
| 21 | CLPT | CLEARPOINT NEURO INC | 93.0K | $1.7M | $1.2M | 0.52% | -13,000 | 2026-06-30 |
| 22 | CP | CANADIAN PACIFIC KANSAS CITY | 15.4K | $1.3M | $1.4M | 0.58% | -- | 2026-06-30 |
| 23 | SHOP | SHOPIFY INC | 11.5K | $1.3M | $1.5M | 0.64% | -1,030 | 2026-06-30 |
| 24 | AGG | ISHARES TR | 13.0K | $1.3M | $1.3M | 0.53% | -- | 2026-06-30 |
| 25 | BSX | BOSTON SCIENTIFIC CORP | 28.8K | $1.2M | $1.3M | 0.54% | -150 | 2026-06-30 |
← Scroll →
Page 1 of 2