CONWAY CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NFLX | 230K | $21.53M |
 | AAPL | 150K | $40.67M |
 | NVDA | 139K | $25.87M |
 | CLPT | 127K | $1.73M |
 | AMZN | 126K | $29.15M |
 | GOOG | 44K | $13.82M |
 | CSX | 39K | $1.41M |
 | BX | 34K | $5.21M |
 | SBUX | 31K | $2.58M |
 | BSX | 29K | $2.80M |
 | GOOGL | 27K | $8.48M |
 | DECK | 22K | $2.31M |
 | COST | 22K | $18.58M |
 | MA | 21K | $12.14M |
 | BRK-B | 19K | $9.70M |
 | TSLA | 19K | $8.47M |
 | CP | 15K | $1.13M |
 | TSCO | 15K | $762.90K |
 | SHOP | 13K | $2.10M |
 | MSFT | 12K | $5.78M |
Netflix, Inc.
NFLX
Shares Held
230K
Value
$21.53M
Apple Inc.
AAPL
Shares Held
150K
Value
$40.67M
NVIDIA Corporation
NVDA
Shares Held
139K
Value
$25.87M
ClearPoint Neuro, Inc.
CLPT
Shares Held
127K
Value
$1.73M
Amazon.com, Inc.
AMZN
Shares Held
126K
Value
$29.15M
Alphabet Inc.
GOOG
Shares Held
44K
Value
$13.82M
CSX Corporation
CSX
Shares Held
39K
Value
$1.41M
Blackstone Inc.
BX
Shares Held
34K
Value
$5.21M
Starbucks Corporation
SBUX
Shares Held
31K
Value
$2.58M
Boston Scientific Corporation
BSX
Shares Held
29K
Value
$2.80M
Alphabet Inc.
GOOGL
Shares Held
27K
Value
$8.48M
Deckers Outdoor Corporation
DECK
Shares Held
22K
Value
$2.31M
Costco Wholesale Corporation
COST
Shares Held
22K
Value
$18.58M
Mastercard Incorporated
MA
Shares Held
21K
Value
$12.14M
Berkshire Hathaway Inc.
BRK-B
Shares Held
19K
Value
$9.70M
Tesla, Inc.
TSLA
Shares Held
19K
Value
$8.47M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
15K
Value
$1.13M
Tractor Supply Company
TSCO
Shares Held
15K
Value
$762.90K
Shopify Inc.
SHOP
Shares Held
13K
Value
$2.10M
Microsoft Corporation
MSFT
Shares Held
12K
Value
$5.78M