CONWAY CAPITAL MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, CONWAY CAPITAL MANAGEMENT, INC. held in its portfolio 44 assets valued at $235,723,170 (i.e. $235.72M).
The most valuable assets in the portfolio included: APPLE INC ($40.67M), AMAZON COM INC ($29.15M), and NVIDIA CORPORATION ($25.87M).
The chart below shows the top 10 valuable assets, and the table below shows the top 44 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CONWAY CAPITAL MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 149598 | 40669706 | COM |
| AMAZON COM INC | 126291 | 29150489 | COM |
| NVIDIA CORPORATION | 138699 | 25867402 | COM |
| NETFLIX INC | 229655 | 21532453 | COM |
| COSTCO WHSL CORP NEW | 21549 | 18582210 | COM |
| ALPHABET INC | 44030 | 13816614 | CAP STK CL C |
| MASTERCARD INCORPORATED | 21269 | 12142086 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 19294 | 9698129 | CL B NEW |
| ALPHABET INC | 27093 | 8480109 | CAP STK CL A |
| TESLA INC | 18835 | 8470476 | COM |
| MICROSOFT CORP | 11945 | 5777007 | COM |
| BLACKSTONE INC | 33790 | 5208327 | COM |
| META PLATFORMS INC | 7569 | 4996221 | CL A |
| BOSTON SCIENTIFIC CORP | 29395 | 2802813 | COM |
| INTUITIVE SURGICAL INC | 4796 | 2716263 | COM NEW |
| STARBUCKS CORP | 30658 | 2581710 | COM |
| VISA INC | 6603 | 2315738 | COM CL A |
| DECKERS OUTDOOR CORP | 22262 | 2307902 | COM |
| SHOPIFY INC | 13030 | 2097439 | CL A SUB VTG SHS |
| INTUIT | 2795 | 1851159 | COM |
| CLEARPOINT NEURO INC | 126725 | 1733598 | COM |
| CSX CORP | 39000 | 1413768 | COM |
| AMERICAN EXPRESS CO | 3625 | 1341069 | COM |
| ISHARES TR | 13044 | 1302825 | CORE US AGGBD ET |
| CANADIAN PACIFIC KANSAS | 15353 | 1130464 | COM |
| EDWARDS LIFESCIENCES CORP | 10895 | 928799 | COM |
| TJX COS INC NEW | 5284 | 811742 | COM |
| TRACTOR SUPPLY CO | 15255 | 762903 | COM |
| BOOKING HOLDINGS INC | 114 | 610508 | COM |
| PALANTIR TECHNOLOGIES INC | 2525 | 448819 | CL A |
| RALPH LAUREN CORP | 1210 | 427868 | CL A |
| TAKE-TWO INTERACTIVE | 1535 | 393006 | COM |
| MARRIOTT INTL INC NEW | 1251 | 388110 | CL A |
| FAIR ISAAC CORP | 200 | 338124 | COM |
| JOHNSON & JOHNSON | 1575 | 325946 | COM |
| NIKE INC | 4997 | 318359 | CL B |
| AMGEN INC | 926 | 303089 | COM |
| BLOCK INC | 4270 | 277934 | CL A |
| SYSCO CORP | 3450 | 254231 | COM |
| OLEMA PHARMACEUTICALS INC | 10000 | 250000 | COM |
| DISNEY WALT CO | 2166 | 246426 | COM |
| LEMONADE INC | 3225 | 229556 | COM |
| GOLDMAN SACHS GROUP INC | 250 | 219750 | COM |
| VEEVA SYS INC | 905 | 202023 | CL A COM |
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