CONWAY CAPITAL MANAGEMENT, INC.
45 holdingsFiling period: 2026-03-31Current AUM: $234.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 147.2K | $37.4M | $45.5M | 19.36% | -2,365 | 2026-03-31 |
| 2 | AMZN | AMAZON COM INC | 125.2K | $26.1M | $34.0M | 14.47% | -1,110 | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 133.0K | $23.2M | $26.7M | 11.36% | -5,713 | 2026-03-31 |
| 4 | COST | COSTCO WHOLESALE CORPORATION | 21.5K | $21.4M | $20.5M | 8.72% | -25 | 2026-03-31 |
| 5 | NFLX | NETFLIX INC. | 212.6K | $20.4M | $15.2M | 6.49% | -17,045 | 2026-03-31 |
| 6 | GOOG | ALPHABET INC | 44.1K | $12.6M | $15.7M | 6.69% | +61 | 2026-03-31 |
| 7 | MA | MASTERCARD INCORPORATED | 21.2K | $10.6M | $12.1M | 5.16% | -105 | 2026-03-31 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 19.2K | $9.2M | $9.2M | 3.92% | -75 | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 25.8K | $7.4M | $9.2M | 3.91% | -1,280 | 2026-03-31 |
| 10 | TSLA | TESLA INC | 18.0K | $6.7M | $5.6M | 2.39% | -800 | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 11.8K | $4.4M | $5.5M | 2.34% | -125 | 2026-03-31 |
| 12 | META | META PLATFORMS INC | 7.0K | $4.0M | $3.9M | 1.67% | -535 | 2026-03-31 |
| 13 | BX | BLACKSTONE INC | 32.6K | $3.7M | $4.2M | 1.77% | -1,220 | 2026-03-31 |
| 14 | SBUX | STARBUCKS CORP | 30.4K | $2.7M | $3.2M | 1.36% | -300 | 2026-03-31 |
| 15 | ISRG | INTUITIVE SURGICAL INC | 4.6K | $2.1M | $1.6M | 0.70% | -155 | 2026-03-31 |
| 16 | DECK | DECKERS OUTDOOR CORP | 20.9K | $2.1M | $2.0M | 0.86% | -1,350 | 2026-03-31 |
| 17 | V | VISA INC | 6.6K | $2.0M | $2.4M | 1.03% | -17 | 2026-03-31 |
| 18 | BSX | BOSTON SCIENTIFIC CORP | 28.9K | $1.8M | $1.4M | 0.57% | -495 | 2026-03-31 |
| 19 | CSX | CSX CORP | 39.0K | $1.6M | $2.0M | 0.84% | -- | 2026-03-31 |
| 20 | SHOP | SHOPIFY INC | 12.5K | $1.5M | $1.5M | 0.62% | -500 | 2026-03-31 |
| 21 | AGG | ISHARES TR | 13.0K | $1.3M | $1.3M | 0.54% | -- | 2026-03-31 |
| 22 | CP | CANADIAN PACIFIC KANSAS CITY | 15.4K | $1.2M | $1.4M | 0.58% | -- | 2026-03-31 |
| 23 | INTU | INTUIT | 2.7K | $1.2M | $863K | 0.37% | -65 | 2026-03-31 |
| 24 | AXP | AMERICAN EXPRESS CO | 3.6K | $1.1M | $1.2M | 0.52% | -- | 2026-03-31 |
| 25 | CLPT | CLEARPOINT NEURO INC | 106.0K | $964K | $1.6M | 0.67% | -20,750 | 2026-03-31 |
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