§ 13F · FUND PROFILE
CONWAY CAPITAL MANAGEMENT, INC..
AUM · $225M (13F)Positions · 39Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 145K | $42M | 18.7% | −1% |
| 2 | AMZN | AMAZON COM INC | 124K | $30M | 13.2% | −1% |
| 3 | NVDA | NVIDIA CORPORATION | 132K | $26M | 11.8% | −1% |
| 4 | COST | COSTCO WHOLESALE CORPORATION | 22K | $20M | 9.1% | +1% |
| 5 | GOOG | ALPHABET INC | 44K | $16M | 7.0% | +1% |
| 6 | NFLX | NETFLIX INC. | 173K | $12M | 5.5% | −19% |
| 7 | MA | MASTERCARD INCORPORATED | 21K | $11M | 4.8% | ±0% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 19K | $10M | 4.3% | −1% |
| 9 | GOOGL | ALPHABET INC | 27K | $9M | 4.2% | +3% |
| 10 | TSLA | TESLA INC | 18K | $8M | 3.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONWAY SIGNAL
AC read
CONWAY CAPITAL MANAGEMENT, INC. is a Other fund managing $225 million in assets. The fund runs a portfolio of 39 positions.
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