CONWAY CAPITAL MANAGEMENT, INC.

Est. AUM

$213.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$37.4M	147233	17.48%	SOLE
2	AMAZON COM INC	COM	$26.1M	125181	12.20%	SOLE
3	NVIDIA CORPORATION	COM	$23.2M	132986	10.85%	SOLE
4	COSTCO WHOLESALE CORPORATION	COM	$21.4M	21524	10.04%	SOLE
5	NETFLIX INC.	COM	$20.4M	212610	9.57%	SOLE
6	ALPHABET INC	CAP STK CL C	$12.6M	44091	5.92%	SOLE
7	MASTERCARD INCORPORATED	CL A	$10.6M	21164	4.95%	SOLE
8	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.2M	19219	4.31%	SOLE
9	ALPHABET INC	CAP STK CL A	$7.4M	25813	3.47%	SOLE
10	TESLA INC	COM	$6.7M	18035	3.14%	SOLE
11	MICROSOFT CORP	COM	$4.4M	11820	2.05%	SOLE
12	META PLATFORMS INC	CL A	$4.0M	7034	1.88%	SOLE
13	BLACKSTONE INC	COM	$3.7M	32570	1.75%	SOLE
14	STARBUCKS CORP	COM	$2.7M	30358	1.27%	SOLE
15	INTUITIVE SURGICAL INC	COM NEW	$2.1M	4641	1.00%	SOLE
16	DECKERS OUTDOOR CORP	COM	$2.1M	20912	0.98%	SOLE
17	VISA INC	COM CL A	$2.0M	6586	0.93%	SOLE
18	BOSTON SCIENTIFIC CORP	COM	$1.8M	28900	0.85%	SOLE
19	CSX CORP	COM	$1.6M	39000	0.75%	SOLE
20	SHOPIFY INC	CL A SUB VTG SHS	$1.5M	12530	0.70%	SOLE
21	ISHARES TR	CORE US AGGBD ET	$1.3M	13044	0.61%	SOLE
22	CANADIAN PACIFIC KANSAS CITY	COM	$1.2M	15353	0.57%	SOLE
23	INTUIT	COM	$1.2M	2730	0.55%	SOLE
24	AMERICAN EXPRESS CO	COM	$1.1M	3625	0.51%	SOLE
25	CLEARPOINT NEURO INC	COM	$964K	105975	0.45%	SOLE
26	EDWARDS LIFESCIENCES CORP	COM	$852K	10645	0.40%	SOLE
27	TJX COS INC NEW	COM	$828K	5184	0.39%	SOLE
28	TRACTOR SUPPLY CO	COM	$680K	15005	0.32%	SOLE
29	RALPH LAUREN CORP	CL A	$409K	1190	0.19%	SOLE
30	MARRIOTT INTL INC NEW	CL A	$409K	1251	0.19%	SOLE
31	JOHNSON & JOHNSON	COM	$385K	1575	0.18%	SOLE
32	PALANTIR TECHNOLOGIES INC	CL A	$333K	2275	0.16%	SOLE
33	AMGEN INC	COM	$326K	926	0.15%	SOLE
34	FASTLY INC	CL A	$291K	10000	0.14%	SOLE
35	QUANTA SVCS INC	COM	$275K	500	0.13%	SOLE
36	NIKE INC	CL B	$264K	4997	0.12%	SOLE
37	BLOCK INC	CL A	$256K	4250	0.12%	SOLE
38	ADVANCED MICRO DEVICES INC	COM	$254K	1250	0.12%	SOLE
39	TEXAS PACIFIC LAND CORPORATI	COM	$237K	500	0.11%	SOLE
40	TAKE-TWO INTERACTIVE SOFTWAR	COM	$226K	1145	0.11%	SOLE
41	SYSCO CORP	COM	$225K	3150	0.11%	SOLE
42	GOLDMAN SACHS GROUP INC	COM	$211K	250	0.10%	SOLE
43	DISNEY WALT CO	COM	$209K	2166	0.10%	SOLE
44	OLEMA PHARMACEUTICALS INC	COM	$149K	10000	0.07%	SOLE
45	PLUG PWR INC	COM NEW	$81K	36000	0.04%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.