Filed: 2/6/2026ACC: 0001214659-26-001264
📋 What this filing means
CONWAY CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $235.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$235.72M
Total AUM (reported)
1.23M
Total Shares
Allocation by class
COM$176.09M74.7%
CL A$18.68M7.9%
CAP STK CL C$13.82M5.9%
CL B NEW$9.70M4.1%
CAP STK CL A$8.48M3.6%
COM NEW$2.72M1.2%
COM CL A$2.32M1.0%
Portfolio Concentration
Top 3$95.69M40.6%
4–10$92.72M39.3%
11–25$39.58M16.8%
Rest$7.74M3.3%
Top 3 weight
40.6%
Top 10 weight
79.9%
Voting Authority Distribution
Total shares with voting rights: 1.23M
Sole
Full voting authority
1.23M
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)
Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:
APPLE INC
SOLEShares149.60K
TypeSH
Market value$40.67M
17.25%
Sole
149.60K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares126.29K
TypeSH
Market value$29.15M
12.37%
Sole
126.29K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares138.70K
TypeSH
Market value$25.87M
10.97%
Sole
138.70K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares229.66K
TypeSH
Market value$21.53M
9.13%
Sole
229.66K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares21.55K
TypeSH
Market value$18.58M
7.88%
Sole
21.55K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares44.03K
TypeSH
Market value$13.82M
5.86%
Sole
44.03K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares21.27K
TypeSH
Market value$12.14M
5.15%
Sole
21.27K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.29K
TypeSH
Market value$9.70M
4.11%
Sole
19.29K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares27.09K
TypeSH
Market value$8.48M
3.60%
Sole
27.09K
Shared
0.00
None
0.00
TESLA INC
SOLEShares18.84K
TypeSH
Market value$8.47M
3.59%
Sole
18.84K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.95K
TypeSH
Market value$5.78M
2.45%
Sole
11.95K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares33.79K
TypeSH
Market value$5.21M
2.21%
Sole
33.79K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares7.57K
TypeSH
Market value$5.00M
2.12%
Sole
7.57K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares29.39K
TypeSH
Market value$2.80M
1.19%
Sole
29.39K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares4.80K
TypeSH
Market value$2.72M
1.15%
Sole
4.80K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares30.66K
TypeSH
Market value$2.58M
1.10%
Sole
30.66K
Shared
0.00
None
0.00
VISA INC
SOLEShares6.60K
TypeSH
Market value$2.32M
0.98%
Sole
6.60K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares22.26K
TypeSH
Market value$2.31M
0.98%
Sole
22.26K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares13.03K
TypeSH
Market value$2.10M
0.89%
Sole
13.03K
Shared
0.00
None
0.00
INTUIT
SOLEShares2.79K
TypeSH
Market value$1.85M
0.79%
Sole
2.79K
Shared
0.00
None
0.00
CLEARPOINT NEURO INC
SOLEShares126.72K
TypeSH
Market value$1.73M
0.74%
Sole
126.72K
Shared
0.00
None
0.00
CSX CORP
SOLEShares39K
TypeSH
Market value$1.41M
0.60%
Sole
39K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares3.63K
TypeSH
Market value$1.34M
0.57%
Sole
3.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.04K
TypeSH
Market value$1.30M
0.55%
Sole
13.04K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS
SOLEShares15.35K
TypeSH
Market value$1.13M
0.48%
Sole
15.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 149.60K | SH | $40.67M 17.25% | 149.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 126.29K | SH | $29.15M 12.37% | 126.29K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 138.70K | SH | $25.87M 10.97% | 138.70K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 229.66K | SH | $21.53M 9.13% | 229.66K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 21.55K | SH | $18.58M 7.88% | 21.55K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 44.03K | SH | $13.82M 5.86% | 44.03K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 21.27K | SH | $12.14M 5.15% | 21.27K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.29K | SH | $9.70M 4.11% | 19.29K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 27.09K | SH | $8.48M 3.60% | 27.09K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 18.84K | SH | $8.47M 3.59% | 18.84K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.95K | SH | $5.78M 2.45% | 11.95K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 33.79K | SH | $5.21M 2.21% | 33.79K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 7.57K | SH | $5.00M 2.12% | 7.57K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 29.39K | SH | $2.80M 1.19% | 29.39K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 4.80K | SH | $2.72M 1.15% | 4.80K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 30.66K | SH | $2.58M 1.10% | 30.66K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 6.60K | SH | $2.32M 0.98% | 6.60K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 22.26K | SH | $2.31M 0.98% | 22.26K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 13.03K | SH | $2.10M 0.89% | 13.03K | 0.00 | 0.00 |
INTUITSOLE | COM | 2.79K | SH | $1.85M 0.79% | 2.79K | 0.00 | 0.00 |
CLEARPOINT NEURO INCSOLE | COM | 126.72K | SH | $1.73M 0.74% | 126.72K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 39K | SH | $1.41M 0.60% | 39K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 3.63K | SH | $1.34M 0.57% | 3.63K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 13.04K | SH | $1.30M 0.55% | 13.04K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSASSOLE | COM | 15.35K | SH | $1.13M 0.48% | 15.35K | 0.00 | 0.00 |
Page 1 of 2