CONWAY CAPITAL MANAGEMENT, INC. 13F Holdings

CIK 0002044929 · Burbank, CA

As of Sep 30, 2025, CONWAY CAPITAL MANAGEMENT, INC. reported 50 positions worth $238.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology147,683$37.6M15.78%
NETFLIX INCNFLXCommunication Services23,558$28.2M11.85%
AMAZON.COM INCAMZNEquity126,316$27.7M11.64%
NVIDIA CORPNVDATechnology141,812$26.5M11.10%
COSTCO WHOLESALE CORPCOSTConsumer Defensive21,699$20.1M8.43%
MASTERCARD INCMAFinancial Services21,314 2.1M5.09%
ALPHABET INCGOOGEquity42,300 0.3M4.32%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services19,532$9.8M4.12%
TESLA INCTSLAConsumer Cyclical18,375$8.2M3.43%
ALPHABET INCGOOGLEquity25,693$6.2M2.62%
MICROSOFT CORPMSFTTechnology12,045$6.2M2.62%
META PLATFORMS INCMETACommunication Services7,944$5.8M2.45%
BLACKSTONE INCBXFinancial Services33,790$5.8M2.42%
CLEARPOINT NEURO INCCLPTHealthcare146,425$3.2M1.34%
BOSTON SCIENTIFIC CORPBSXHealthcare29,645$2.9M1.21%
STARBUCKS CORPSBUXConsumer Cyclical32,533$2.8M1.15%
INTUITIVE SURGICAL INCISRGHealthcare5,046$2.3M0.95%
VISA INC-CLASS A SHARESVFinancial Services6,378$2.2M0.91%
DECKERS OUTDOOR CORPDECKConsumer Cyclical21,212$2.2M0.90%
INTUIT INCINTUTechnology2,795 .9M0.80%
SHOPIFY INCSHOPTechnology12,555 .9M0.78%
CSX CORPCSXIndustrials39,000 .4M0.58%
ISHARES CORE US AGGREGATE BOND ETFAGG—13,044 .3M0.55%
CANADIAN PACIFIC KANSAS CITY LTDCPIndustrials15,353 .1M0.48%
AMERICAN EXPRESS COAXPFinancial Services3,375 .1M0.47%