13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q3 2025 · Filed October 23, 2025 · Accession 0001214659-25-015257
Total Value
$238.3M
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 147,683 | $37.6M | 15.78% |
| 2 | NETFLIX INC | NFLX | 23,558 | $28.2M | 11.85% |
| 3 | AMAZON COM INC | AMZN | 126,316 | $27.7M | 11.64% |
| 4 | NVIDIA CORPORATION | NVDA | 141,812 | $26.5M | 11.10% |
| 5 | COSTCO WHSL CORP NEW | 22160K105 | 21,699 | $20.1M | 8.43% |
| 6 | MASTERCARD INCORPORATED | MA | 21,314 | $12.1M | 5.09% |
| 7 | ALPHABET INC | GOOG | 42,300 | $10.3M | 4.32% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 19,532 | $9.8M | 4.12% |
| 9 | TESLA INC | TSLA | 18,375 | $8.2M | 3.43% |
| 10 | ALPHABET INC | GOOG | 25,693 | $6.2M | 2.62% |
| 11 | MICROSOFT CORP | MSFT | 12,045 | $6.2M | 2.62% |
| 12 | META PLATFORMS INC | META | 7,944 | $5.8M | 2.45% |
| 13 | BLACKSTONE INC | BX | 33,790 | $5.8M | 2.42% |
| 14 | CLEARPOINT NEURO INC | CLPT | 146,425 | $3.2M | 1.34% |
| 15 | BOSTON SCIENTIFIC CORP | BSX | 29,645 | $2.9M | 1.21% |
| 16 | STARBUCKS CORP | SBUX | 32,533 | $2.8M | 1.15% |
| 17 | INTUITIVE SURGICAL INC | ISRG | 5,046 | $2.3M | 0.95% |
| 18 | VISA INC | V | 6,378 | $2.2M | 0.91% |
| 19 | DECKERS OUTDOOR CORP | DECK | 21,212 | $2.2M | 0.90% |
| 20 | INTUIT | INTU | 2,795 | $1.9M | 0.80% |
| 21 | SHOPIFY INC | SHOP | 12,555 | $1.9M | 0.78% |
| 22 | CSX CORP | CSX | 39,000 | $1.4M | 0.58% |
| 23 | ISHARES TR | 464287226 | 13,044 | $1.3M | 0.55% |
| 24 | CANADIAN PACIFIC KANSAS CITY | CP | 15,353 | $1.1M | 0.48% |
| 25 | AMERICAN EXPRESS CO | AXP | 3,375 | $1.1M | 0.47% |
| 26 | TRACTOR SUPPLY CO | TSCO | 16,205 | $921,578 | 0.39% |
| 27 | EDWARDS LIFESCIENCES CORP | EW | 11,145 | $866,747 | 0.36% |
| 28 | TJX COS INC NEW | 872540109 | 5,309 | $767,426 | 0.32% |
| 29 | PALANTIR TECHNOLOGIES INC | PLTR | 3,775 | $688,636 | 0.29% |
| 30 | BOOKING HOLDINGS INC | BKNG | 116 | $626,315 | 0.26% |
| 31 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 1,860 | $480,550 | 0.20% |
| 32 | NEBIUS GROUP N.V. | NBIS | 3,650 | $409,786 | 0.17% |
| 33 | RALPH LAUREN CORP | RL | 1,210 | $379,408 | 0.16% |
| 34 | CHIPOTLE MEXICAN GRILL INC | CMG | 8,925 | $349,771 | 0.15% |
| 35 | NIKE INC | NKE | 4,997 | $348,441 | 0.15% |
| 36 | MARRIOTT INTL INC NEW | 571903202 | 1,251 | $325,810 | 0.14% |
| 37 | BLOCK INC | BSQKZ | 4,270 | $308,593 | 0.13% |
| 38 | FAIR ISAAC CORP | FICO | 200 | $299,306 | 0.13% |
| 39 | FLOOR & DECOR HLDGS INC | FND | 3,975 | $292,958 | 0.12% |
| 40 | JOHNSON & JOHNSON | JNJ | 1,575 | $292,037 | 0.12% |
| 41 | SYSCO CORP | SYY | 3,450 | $284,073 | 0.12% |
| 42 | ROBLOX CORP | RBLX | 1,975 | $273,577 | 0.11% |
| 43 | VEEVA SYS INC | VEEV | 905 | $269,609 | 0.11% |
| 44 | AMGEN INC | AMGN | 926 | $261,317 | 0.11% |
| 45 | DISNEY WALT CO | 254687106 | 2,166 | $248,007 | 0.10% |
| 46 | REDDIT INC | RDDT | 1,075 | $247,239 | 0.10% |
| 47 | UBIQUITI INC | UI | 365 | $241,112 | 0.10% |
| 48 | HOME DEPOT INC | HD | 561 | $227,312 | 0.10% |
| 49 | OLEMA PHARMACEUTICALS INC | OLMA | 10,000 | $97,900 | 0.04% |
| 50 | PLUG POWER INC | PLUG | 10,000 | $23,300 | 0.01% |