Conway Capital Management, Inc.
Conway Capital Management, Inc. reported 39 holdings worth US$225M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Conway Capital Management, Inc. reported 39 holdings worth US$225M as of Jun 30, 2026. Largest: Apple Inc, Amazon.com, Inc. and Nvidia Corporation. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 39
- Value as reported
- US$225M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 145K | US$42.1M | 18.7% |
| Amazon.com, Inc. | 124K | US$29.6M | 13.2% |
| Nvidia Corporation | 132K | US$26.5M | 11.8% |
| Alphabet Inc (google) Class C | 70,427 | US$25.2M | 11.2% |
| Costco Wholesale Corporation | 21,822 | US$20.4M | 9.1% |
| Netflix, Inc. | 173K | US$12.3M | 5.5% |
| Mastercard Incorporated | 21,189 | US$10.9M | 4.8% |
| Berkshire Hathaway Inc. | 19,111 | US$9.56M | 4.3% |
| Tesla, Inc. | 18,360 | US$7.72M | 3.4% |
| Meta Platforms, Inc. | 7,124 | US$4.01M | 1.8% |
| Microsoft Corp. | 10,445 | US$3.9M | 1.7% |
| Advanced Micro Devices Inc | 6,355 | US$3.69M | 1.6% |
| Blackstone Inc. | 23,675 | US$2.79M | 1.2% |
| Starbucks Corporation | 26,783 | US$2.74M | 1.2% |
| Visa Inc. | 6,358 | US$2.18M | 0.97% |
| Constellation Energy Corporation | 8,690 | US$2.16M | 0.96% |
| Deckers Outdoor Corporation | 20,042 | US$1.99M | 0.89% |
| Csx Corporation | 39,000 | US$1.85M | 0.83% |
| Intuitive Surgical, Inc. | 4,442 | US$1.77M | 0.79% |
| Clearpoint Neuro Inc. | 92,975 | US$1.66M | 0.74% |
| Canadian Pacific Kansas City Limited | 15,353 | US$1.33M | 0.59% |
| Shopify Inc. | 11,500 | US$1.31M | 0.58% |
| Boston Scientific Corporation | 28,750 | US$1.23M | 0.55% |
| American Express Company | 3,625 | US$1.23M | 0.55% |
| Edwards Lifesciences Corporation | 10,550 | US$954K | 0.42% |
| Tjx Companies, Inc. (the) | 5,184 | US$785K | 0.35% |
| Marriott International | 1,251 | US$464K | 0.21% |
| Ralph Lauren Corporation | 1,140 | US$458K | 0.20% |
| Hims & Hers Health, Inc. | 13,020 | US$451K | 0.20% |
| Johnson & Johnson | 1,575 | US$400K | 0.18% |
| Quanta Services, Inc. | 500 | US$360K | 0.16% |
| Goldman Sachs Group, Inc. (the) | 250 | US$253K | 0.11% |
| Asml Holding Nv | 120 | US$239K | 0.11% |
| Take-two Interactive Software, Inc. | 945 | US$236K | 0.11% |
| Ge Vernova Inc. | 200 | US$235K | 0.10% |
| Sysco Corporation | 2,775 | US$232K | 0.10% |
| Oscar Health, Inc. | 7,500 | US$214K | 0.10% |
| Texas Pacific Land Corporation | 0 | US$0 | 0.00% |
| Tractor Supply Company | 0 | US$0 | 0.00% |
| Amgen Inc. | 0 | US$0 | 0.00% |
| Block, Inc. | 0 | US$0 | 0.00% |
| Walt Disney Company (the) | 0 | US$0 | 0.00% |
| Fastly, Inc. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Olema Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Plug Power, Inc. | 0 | US$0 | 0.00% |
Source
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