Filed: 5/7/2026ACC: 0001214659-26-005692
📋 What this filing means
CONWAY CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $213.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$213.71M
Total AUM (reported)
1.22M
Total Shares
Allocation by class
COM$160.88M75.3%
CL A$16.30M7.6%
CAP STK CL C$12.65M5.9%
CL B NEW$9.21M4.3%
CAP STK CL A$7.42M3.5%
COM NEW$2.22M1.0%
COM CL A$1.99M0.9%
Portfolio Concentration
Top 3$86.63M40.5%
4–10$88.45M41.4%
11–25$31.73M14.8%
Rest$6.90M3.2%
Top 3 weight
40.5%
Top 10 weight
81.9%
Voting Authority Distribution
Total shares with voting rights: 1.22M
Sole
Full voting authority
1.22M
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)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
APPLE INC
SOLEShares147.23K
TypeSH
Market value$37.37M
17.48%
Sole
147.23K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares125.18K
TypeSH
Market value$26.07M
12.20%
Sole
125.18K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares132.99K
TypeSH
Market value$23.19M
10.85%
Sole
132.99K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares21.52K
TypeSH
Market value$21.45M
10.04%
Sole
21.52K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares212.61K
TypeSH
Market value$20.44M
9.57%
Sole
212.61K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares44.09K
TypeSH
Market value$12.65M
5.92%
Sole
44.09K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares21.16K
TypeSH
Market value$10.57M
4.95%
Sole
21.16K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.22K
TypeSH
Market value$9.21M
4.31%
Sole
19.22K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares25.81K
TypeSH
Market value$7.42M
3.47%
Sole
25.81K
Shared
0.00
None
0.00
TESLA INC
SOLEShares18.04K
TypeSH
Market value$6.70M
3.14%
Sole
18.04K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.82K
TypeSH
Market value$4.38M
2.05%
Sole
11.82K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares7.03K
TypeSH
Market value$4.02M
1.88%
Sole
7.03K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares32.57K
TypeSH
Market value$3.75M
1.75%
Sole
32.57K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares30.36K
TypeSH
Market value$2.72M
1.27%
Sole
30.36K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares4.64K
TypeSH
Market value$2.14M
1.00%
Sole
4.64K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares20.91K
TypeSH
Market value$2.09M
0.98%
Sole
20.91K
Shared
0.00
None
0.00
VISA INC
SOLEShares6.59K
TypeSH
Market value$1.99M
0.93%
Sole
6.59K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares28.90K
TypeSH
Market value$1.81M
0.85%
Sole
28.90K
Shared
0.00
None
0.00
CSX CORP
SOLEShares39K
TypeSH
Market value$1.60M
0.75%
Sole
39K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares12.53K
TypeSH
Market value$1.49M
0.70%
Sole
12.53K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.04K
TypeSH
Market value$1.29M
0.61%
Sole
13.04K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares15.35K
TypeSH
Market value$1.21M
0.57%
Sole
15.35K
Shared
0.00
None
0.00
INTUIT
SOLEShares2.73K
TypeSH
Market value$1.18M
0.55%
Sole
2.73K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares3.63K
TypeSH
Market value$1.10M
0.51%
Sole
3.63K
Shared
0.00
None
0.00
CLEARPOINT NEURO INC
SOLEShares105.97K
TypeSH
Market value$964.4K
0.45%
Sole
105.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 147.23K | SH | $37.37M 17.48% | 147.23K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 125.18K | SH | $26.07M 12.20% | 125.18K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 132.99K | SH | $23.19M 10.85% | 132.99K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 21.52K | SH | $21.45M 10.04% | 21.52K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 212.61K | SH | $20.44M 9.57% | 212.61K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 44.09K | SH | $12.65M 5.92% | 44.09K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 21.16K | SH | $10.57M 4.95% | 21.16K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.22K | SH | $9.21M 4.31% | 19.22K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 25.81K | SH | $7.42M 3.47% | 25.81K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 18.04K | SH | $6.70M 3.14% | 18.04K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.82K | SH | $4.38M 2.05% | 11.82K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 7.03K | SH | $4.02M 1.88% | 7.03K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 32.57K | SH | $3.75M 1.75% | 32.57K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 30.36K | SH | $2.72M 1.27% | 30.36K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 4.64K | SH | $2.14M 1.00% | 4.64K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 20.91K | SH | $2.09M 0.98% | 20.91K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 6.59K | SH | $1.99M 0.93% | 6.59K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 28.90K | SH | $1.81M 0.85% | 28.90K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 39K | SH | $1.60M 0.75% | 39K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 12.53K | SH | $1.49M 0.70% | 12.53K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 13.04K | SH | $1.29M 0.61% | 13.04K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 15.35K | SH | $1.21M 0.57% | 15.35K | 0.00 | 0.00 |
INTUITSOLE | COM | 2.73K | SH | $1.18M 0.55% | 2.73K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 3.63K | SH | $1.10M 0.51% | 3.63K | 0.00 | 0.00 |
CLEARPOINT NEURO INCSOLE | COM | 105.97K | SH | $964.4K 0.45% | 105.97K | 0.00 | 0.00 |
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