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CONWAY CAPITAL MANAGEMENT, INC.
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $235,979,593
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $48,735,138
- AMAZON COM INC · COM · 023135106 · shares: $31,254,871
- NVIDIA CORPORATION · COM · 67066G104 · shares: $30,245,553
- COSTCO WHOLESALE CORPORATION · COM · 22160K105 · shares: $20,342,994
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $15,219,493
- MASTERCARD INCORPORATED · CL A · 57636Q104 · shares: $11,685,136
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $9,486,445
- NETFLIX INC. · COM · 64110L106 · shares: $9,212,392
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $9,165,603
- META PLATFORMS INC · CL A · 30303M102 · shares: $7,403,363
Reported holdings
40 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 146,343 shares | $48,735,138 |
| AMAZON COM INC | COM | 023135106 | — | 125,446 shares | $31,254,871 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 132,435 shares | $30,245,553 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 22,347 shares | $20,342,994 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 44,666 shares | $15,219,493 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 21,189 shares | $11,685,136 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 19,051 shares | $9,486,445 |
| NETFLIX INC. | COM | 64110L106 | — | 132,400 shares | $9,212,392 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 26,638 shares | $9,165,603 |
| META PLATFORMS INC | CL A | 30303M102 | — | 10,209 shares | $7,403,363 |
| TESLA INC | COM | 88160R101 | — | 18,960 shares | $6,727,198 |
| MICROSOFT CORP | COM | 594918104 | — | 10,345 shares | $5,306,127 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 6,985 shares | $4,273,144 |
| STARBUCKS CORP | COM | 855244109 | — | 26,533 shares | $2,493,041 |
| VISA INC | COM CL A | 92826C839 | — | 6,358 shares | $2,284,620 |
| BLACKSTONE INC | COM | 09260D107 | — | 17,825 shares | $1,997,958 |
| CSX CORP | COM | 126408103 | — | 39,000 shares | $1,813,913 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 4,442 shares | $1,806,250 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 11,500 shares | $1,705,450 |
| DECKERS OUTDOOR CORP | COM | 243537107 | — | 19,967 shares | $1,560,221 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 15,353 shares | $1,306,566 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 5,140 shares | $1,305,663 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 13,044 shares | $1,233,170 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 26,600 shares | $1,161,090 |
| CLEARPOINT NEURO INC | COM | 18507C103 | — | 87,975 shares | $1,074,175 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 6,750 shares | $1,018,305 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 3,175 shares | $965,518 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 10,550 shares | $910,676 |
| TJX COS INC NEW | COM | 872540109 | — | 5,684 shares | $752,108 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 2,125 shares | $562,594 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 2,500 shares | $467,625 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 1,251 shares | $444,943 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,575 shares | $416,966 |
| RALPH LAUREN CORP | CL A | 751212101 | — | 1,140 shares | $404,780 |
| QUANTA SVCS INC | COM | 74762E102 | — | 500 shares | $321,255 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 250 shares | $225,090 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 120 shares | $217,400 |
| AMGEN INC | COM | 031162100 | — | 501 shares | $211,177 |
| SYSCO CORP | COM | 871829107 | — | 2,575 shares | $200,747 |
| KOPIN CORP | COM | 500600101 | — | 13,225 shares | $60,835 |