§ 13F · FUND PROFILE
CONWAY CAPITAL MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $238M (13F)Positions · 50Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 147K | $37M | 17.5% | −2% |
| 2 | AMZN | AMAZON COM INC | 125K | $26M | 12.2% | −1% |
| 3 | NVDA | NVIDIA CORPORATION | 133K | $23M | 10.9% | −4% |
| 4 | COST | COSTCO WHOLESALE CORPORATION | 22K | $21M | 10.0% | ±0% |
| 5 | NFLX | NETFLIX INC. | 213K | $20M | 9.6% | −7% |
| 6 | GOOG | ALPHABET INC | 44K | $13M | 5.9% | ±0% |
| 7 | MA | MASTERCARD INCORPORATED | 21K | $11M | 4.9% | ±0% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 19K | $9M | 4.3% | ±0% |
| 9 | GOOGL | ALPHABET INC | 26K | $7M | 3.5% | −5% |
| 10 | TSLA | TESLA INC | 18K | $7M | 3.1% | −4% |
§ 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 $238 million in assets. The fund runs a portfolio of 50 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed