Stock Taper 
CONWAY CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Microsoft Corporation | MSFT | 10.45K | $3.9M |
 Constellation Energy Corporation | CEG | 8.69K | $2.16M |
 Oscar Health, Inc. | OSCR | 7.5K | $213.9K |
 Meta Platforms, Inc. | META | 7.12K | $4.01M |
 Visa Inc. | V | 6.36K | $2.18M |
 Advanced Micro Devices, Inc. | AMD | 6.36K | $3.69M |
 The TJX Companies, Inc. | TJX | 5.18K | $785.44K |
 Intuitive Surgical, Inc. | ISRG | 4.44K | $1.77M |
 American Express Company | AXP | 3.63K | $1.23M |
 Sysco Corporation | SYY | 2.77K | $231.94K |
 Johnson & Johnson | JNJ | 1.57K | $400K |
 Marriott International, Inc. | MAR | 1.25K | $463.61K |
 Ralph Lauren Corporation | RL | 1.14K | $457.61K |
 Take-Two Interactive Software, Inc. | TTWO | 945 | $236.23K |
 Quanta Services, Inc. | PWR | 500 | $360.02K |
 The Goldman Sachs Group, Inc. | GS | 250 | $252.84K |
 GE Vernova Inc. | GEV | 200 | $234.97K |
 ASML Holding N.V. | ASML | 120 | $238.73K |