Filed: 10/23/2025ACC: 0001214659-25-015257
📋 What this filing means
CONWAY CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $238.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$238.32M
Total AUM (reported)
1.07M
Total Shares
Allocation by class
COM$182.82M76.7%
CL A$20.47M8.6%
CAP STK CL C$10.30M4.3%
CL B NEW$9.82M4.1%
CAP STK CL A$6.25M2.6%
COM NEW$2.28M1.0%
COM CL A$2.18M0.9%
Portfolio Concentration
Top 3$93.58M39.3%
4–10$93.21M39.1%
11–25$42.00M17.6%
Rest$9.53M4.0%
Top 3 weight
39.3%
Top 10 weight
78.4%
Voting Authority Distribution
Total shares with voting rights: 1.07M
Sole
Full voting authority
1.07M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings50
Rows:
APPLE INC
SOLEShares147.68K
TypeSH
Market value$37.60M
15.78%
Sole
147.68K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares23.56K
TypeSH
Market value$28.24M
11.85%
Sole
23.56K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares126.32K
TypeSH
Market value$27.74M
11.64%
Sole
126.32K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares141.81K
TypeSH
Market value$26.46M
11.10%
Sole
141.81K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares21.70K
TypeSH
Market value$20.08M
8.43%
Sole
21.70K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares21.31K
TypeSH
Market value$12.12M
5.09%
Sole
21.31K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares42.30K
TypeSH
Market value$10.30M
4.32%
Sole
42.30K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.53K
TypeSH
Market value$9.82M
4.12%
Sole
19.53K
Shared
0.00
None
0.00
TESLA INC
SOLEShares18.38K
TypeSH
Market value$8.17M
3.43%
Sole
18.38K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares25.69K
TypeSH
Market value$6.25M
2.62%
Sole
25.69K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares12.04K
TypeSH
Market value$6.24M
2.62%
Sole
12.04K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares7.94K
TypeSH
Market value$5.83M
2.45%
Sole
7.94K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares33.79K
TypeSH
Market value$5.77M
2.42%
Sole
33.79K
Shared
0.00
None
0.00
CLEARPOINT NEURO INC
SOLEShares146.43K
TypeSH
Market value$3.19M
1.34%
Sole
146.43K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares29.64K
TypeSH
Market value$2.89M
1.21%
Sole
29.64K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares32.53K
TypeSH
Market value$2.75M
1.15%
Sole
32.53K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares5.05K
TypeSH
Market value$2.26M
0.95%
Sole
5.05K
Shared
0.00
None
0.00
VISA INC
SOLEShares6.38K
TypeSH
Market value$2.18M
0.91%
Sole
6.38K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares21.21K
TypeSH
Market value$2.15M
0.90%
Sole
21.21K
Shared
0.00
None
0.00
INTUIT
SOLEShares2.79K
TypeSH
Market value$1.91M
0.80%
Sole
2.79K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares12.55K
TypeSH
Market value$1.87M
0.78%
Sole
12.55K
Shared
0.00
None
0.00
CSX CORP
SOLEShares39K
TypeSH
Market value$1.38M
0.58%
Sole
39K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.04K
TypeSH
Market value$1.31M
0.55%
Sole
13.04K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares15.35K
TypeSH
Market value$1.14M
0.48%
Sole
15.35K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares3.38K
TypeSH
Market value$1.12M
0.47%
Sole
3.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 147.68K | SH | $37.60M 15.78% | 147.68K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 23.56K | SH | $28.24M 11.85% | 23.56K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 126.32K | SH | $27.74M 11.64% | 126.32K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 141.81K | SH | $26.46M 11.10% | 141.81K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 21.70K | SH | $20.08M 8.43% | 21.70K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 21.31K | SH | $12.12M 5.09% | 21.31K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 42.30K | SH | $10.30M 4.32% | 42.30K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.53K | SH | $9.82M 4.12% | 19.53K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 18.38K | SH | $8.17M 3.43% | 18.38K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 25.69K | SH | $6.25M 2.62% | 25.69K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.04K | SH | $6.24M 2.62% | 12.04K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 7.94K | SH | $5.83M 2.45% | 7.94K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 33.79K | SH | $5.77M 2.42% | 33.79K | 0.00 | 0.00 |
CLEARPOINT NEURO INCSOLE | COM | 146.43K | SH | $3.19M 1.34% | 146.43K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 29.64K | SH | $2.89M 1.21% | 29.64K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 32.53K | SH | $2.75M 1.15% | 32.53K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 5.05K | SH | $2.26M 0.95% | 5.05K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 6.38K | SH | $2.18M 0.91% | 6.38K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 21.21K | SH | $2.15M 0.90% | 21.21K | 0.00 | 0.00 |
INTUITSOLE | COM | 2.79K | SH | $1.91M 0.80% | 2.79K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 12.55K | SH | $1.87M 0.78% | 12.55K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 39K | SH | $1.38M 0.58% | 39K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 13.04K | SH | $1.31M 0.55% | 13.04K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 15.35K | SH | $1.14M 0.48% | 15.35K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 3.38K | SH | $1.12M 0.47% | 3.38K | 0.00 | 0.00 |
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