13F HOLDINGS REPORT
CONWAY CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0001214659-26-001264
Total Value
$235.7M
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 149,598 | $40.7M | 17.25% |
| 2 | AMAZON COM INC | AMZN | 126,291 | $29.2M | 12.37% |
| 3 | NVIDIA CORPORATION | NVDA | 138,699 | $25.9M | 10.97% |
| 4 | NETFLIX INC | NFLX | 229,655 | $21.5M | 9.13% |
| 5 | COSTCO WHSL CORP NEW | 22160K105 | 21,549 | $18.6M | 7.88% |
| 6 | ALPHABET INC | GOOG | 44,030 | $13.8M | 5.86% |
| 7 | MASTERCARD INCORPORATED | MA | 21,269 | $12.1M | 5.15% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 19,294 | $9.7M | 4.11% |
| 9 | ALPHABET INC | GOOG | 27,093 | $8.5M | 3.60% |
| 10 | TESLA INC | TSLA | 18,835 | $8.5M | 3.59% |
| 11 | MICROSOFT CORP | MSFT | 11,945 | $5.8M | 2.45% |
| 12 | BLACKSTONE INC | BX | 33,790 | $5.2M | 2.21% |
| 13 | META PLATFORMS INC | META | 7,569 | $5.0M | 2.12% |
| 14 | BOSTON SCIENTIFIC CORP | BSX | 29,395 | $2.8M | 1.19% |
| 15 | INTUITIVE SURGICAL INC | ISRG | 4,796 | $2.7M | 1.15% |
| 16 | STARBUCKS CORP | SBUX | 30,658 | $2.6M | 1.10% |
| 17 | VISA INC | V | 6,603 | $2.3M | 0.98% |
| 18 | DECKERS OUTDOOR CORP | DECK | 22,262 | $2.3M | 0.98% |
| 19 | SHOPIFY INC | SHOP | 13,030 | $2.1M | 0.89% |
| 20 | INTUIT | INTU | 2,795 | $1.9M | 0.79% |
| 21 | CLEARPOINT NEURO INC | CLPT | 126,725 | $1.7M | 0.74% |
| 22 | CSX CORP | CSX | 39,000 | $1.4M | 0.60% |
| 23 | AMERICAN EXPRESS CO | AXP | 3,625 | $1.3M | 0.57% |
| 24 | ISHARES TR | 464287226 | 13,044 | $1.3M | 0.55% |
| 25 | CANADIAN PACIFIC KANSAS | CP | 15,353 | $1.1M | 0.48% |
| 26 | EDWARDS LIFESCIENCES CORP | EW | 10,895 | $928,799 | 0.39% |
| 27 | TJX COS INC NEW | 872540109 | 5,284 | $811,742 | 0.34% |
| 28 | TRACTOR SUPPLY CO | TSCO | 15,255 | $762,903 | 0.32% |
| 29 | BOOKING HOLDINGS INC | BKNG | 114 | $610,508 | 0.26% |
| 30 | PALANTIR TECHNOLOGIES INC | PLTR | 2,525 | $448,819 | 0.19% |
| 31 | RALPH LAUREN CORP | RL | 1,210 | $427,868 | 0.18% |
| 32 | TAKE-TWO INTERACTIVE | TTWO | 1,535 | $393,006 | 0.17% |
| 33 | MARRIOTT INTL INC NEW | 571903202 | 1,251 | $388,110 | 0.16% |
| 34 | FAIR ISAAC CORP | FICO | 200 | $338,124 | 0.14% |
| 35 | JOHNSON & JOHNSON | JNJ | 1,575 | $325,946 | 0.14% |
| 36 | NIKE INC | NKE | 4,997 | $318,359 | 0.14% |
| 37 | AMGEN INC | AMGN | 926 | $303,089 | 0.13% |
| 38 | BLOCK INC | BSQKZ | 4,270 | $277,934 | 0.12% |
| 39 | SYSCO CORP | SYY | 3,450 | $254,231 | 0.11% |
| 40 | OLEMA PHARMACEUTICALS INC | OLMA | 10,000 | $250,000 | 0.11% |
| 41 | DISNEY WALT CO | 254687106 | 2,166 | $246,426 | 0.10% |
| 42 | LEMONADE INC | LMND | 3,225 | $229,556 | 0.10% |
| 43 | GOLDMAN SACHS GROUP INC | GSCE | 250 | $219,750 | 0.09% |
| 44 | VEEVA SYS INC | VEEV | 905 | $202,023 | 0.09% |