Stock Taper

CONWAY CAPITAL MANAGEMENT, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ASML Holding N.V.ASML120$238.73K
GE Vernova Inc.GEV200$234.97K
The Goldman Sachs Group, Inc.GS250$252.84K
Quanta Services, Inc.PWR500$360.02K
Take-Two Interactive Software, Inc.TTWO945$236.23K
Ralph Lauren CorporationRL1.14K$457.61K
Marriott International, Inc.MAR1.25K$463.61K
Johnson & JohnsonJNJ1.57K$400K
Sysco CorporationSYY2.77K$231.94K
American Express CompanyAXP3.63K$1.23M
Intuitive Surgical, Inc.ISRG4.44K$1.77M
The TJX Companies, Inc.TJX5.18K$785.44K
Advanced Micro Devices, Inc.AMD6.36K$3.69M
Visa Inc.V6.36K$2.18M
Meta Platforms, Inc.META7.12K$4.01M
Oscar Health, Inc.OSCR7.5K$213.9K
Constellation Energy CorporationCEG8.69K$2.16M
Microsoft CorporationMSFT10.45K$3.9M
Edwards Lifesciences CorporationEW10.55K$954.35K
Shopify Inc.SHOP11.5K$1.31M