CONWAY CAPITAL MANAGEMENT, INC.

PrivateCIK: 2044929
Location

BURBANK, CA

45
Positions
$213.71M
Total AUM (reported)
1.22M
Total Shares

Allocation by class

TOTAL AUM$213.71M45 positions
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 340.5%4–1041.4%11–2514.8%Rest3.2%TOP 1081.9%0%100%
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

SOLE
COM
Shares147.23K
TypeSH
Market value$37.37M
17.48%
Sole
147.23K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares125.18K
TypeSH
Market value$26.07M
12.20%
Sole
125.18K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares132.99K
TypeSH
Market value$23.19M
10.85%
Sole
132.99K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares21.52K
TypeSH
Market value$21.45M
10.04%
Sole
21.52K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares212.61K
TypeSH
Market value$20.44M
9.57%
Sole
212.61K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares44.09K
TypeSH
Market value$12.65M
5.92%
Sole
44.09K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares21.16K
TypeSH
Market value$10.57M
4.95%
Sole
21.16K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares19.22K
TypeSH
Market value$9.21M
4.31%
Sole
19.22K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares25.81K
TypeSH
Market value$7.42M
3.47%
Sole
25.81K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares18.04K
TypeSH
Market value$6.70M
3.14%
Sole
18.04K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares11.82K
TypeSH
Market value$4.38M
2.05%
Sole
11.82K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares7.03K
TypeSH
Market value$4.02M
1.88%
Sole
7.03K
Shared
0.00
None
0.00

BLACKSTONE INC

SOLE
COM
Shares32.57K
TypeSH
Market value$3.75M
1.75%
Sole
32.57K
Shared
0.00
None
0.00

STARBUCKS CORP

SOLE
COM
Shares30.36K
TypeSH
Market value$2.72M
1.27%
Sole
30.36K
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares4.64K
TypeSH
Market value$2.14M
1.00%
Sole
4.64K
Shared
0.00
None
0.00

DECKERS OUTDOOR CORP

SOLE
COM
Shares20.91K
TypeSH
Market value$2.09M
0.98%
Sole
20.91K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares6.59K
TypeSH
Market value$1.99M
0.93%
Sole
6.59K
Shared
0.00
None
0.00

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares28.90K
TypeSH
Market value$1.81M
0.85%
Sole
28.90K
Shared
0.00
None
0.00

CSX CORP

SOLE
COM
Shares39K
TypeSH
Market value$1.60M
0.75%
Sole
39K
Shared
0.00
None
0.00

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares12.53K
TypeSH
Market value$1.49M
0.70%
Sole
12.53K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE US AGGBD ET
Shares13.04K
TypeSH
Market value$1.29M
0.61%
Sole
13.04K
Shared
0.00
None
0.00

CANADIAN PACIFIC KANSAS CITY

SOLE
COM
Shares15.35K
TypeSH
Market value$1.21M
0.57%
Sole
15.35K
Shared
0.00
None
0.00

INTUIT

SOLE
COM
Shares2.73K
TypeSH
Market value$1.18M
0.55%
Sole
2.73K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares3.63K
TypeSH
Market value$1.10M
0.51%
Sole
3.63K
Shared
0.00
None
0.00

CLEARPOINT NEURO INC

SOLE
COM
Shares105.97K
TypeSH
Market value$964.4K
0.45%
Sole
105.97K
Shared
0.00
None
0.00
Page 1 of 2