Institutional Manager · CIK 0002044929
CONWAY CAPITAL MANAGEMENT, INC.
Burbank, CA · File #028-24505
Latest AUM
$235.7M
Positions
44
Top-10 Concentration
79.9%
Filings
20
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202544 pos · $235.7M
- 13F HOLDINGS REPORTQ/E Sep 202550 pos · $238.3M
- 13F HOLDINGS REPORTQ/E Jun 202549 pos · $223.5M
- 13F HOLDINGS REPORTQ/E Mar 202543 pos · $200.0M
- 13F HOLDINGS REPORTQ/E Dec 202448 pos · $225.9M
- 13F HOLDINGS REPORTQ/E Dec 202469 pos · $136.6M
- 13F HOLDINGS REPORTQ/E Dec 202445 pos · $142.0M
- 13F HOLDINGS REPORTQ/E Dec 202439 pos · $154.9M
- 13F HOLDINGS REPORTQ/E Dec 202449 pos · $111.8M
- 13F HOLDINGS REPORTQ/E Dec 202447 pos · $121.7M
- 13F HOLDINGS REPORTQ/E Dec 202475 pos · $133.7M
- 13F HOLDINGS REPORTQ/E Dec 202459 pos · $156.1M
- 13F HOLDINGS REPORTQ/E Dec 202475 pos · $146.4M
- 13F HOLDINGS REPORTQ/E Dec 202439 pos · $136.8M
- 13F HOLDINGS REPORTQ/E Dec 202443 pos · $98.9M
- 13F HOLDINGS REPORTQ/E Dec 202449 pos · $112.1M
- 13F HOLDINGS REPORTQ/E Dec 202445 pos · $178.8M
- 13F HOLDINGS REPORTQ/E Dec 202469 pos · $147.6M
- 13F HOLDINGS REPORTQ/E Dec 202462 pos · $170.3M
- 13F HOLDINGS REPORTQ/E Dec 202442 pos · $199.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |