Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CONWAY CAPITAL MANAGEMENT, INC. (CIK 2044929) reported $213.7M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($37.4M, 17.48%), AMZN ($26.1M, 12.20%), NVDA ($23.2M, 10.85%), COST ($21.4M, 10.04%), NFLX ($20.4M, 9.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $37.4M | 17.48% | 147,233 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $26.1M | 12.20% | 125,181 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $23.2M | 10.85% | 132,986 | Trimmed |
| 4 | COST | COSTCO WHOLESALE CORPORATION | $21.4M | 10.04% | 21,524 | Trimmed |
| 5 | NFLX | NETFLIX INC. | $20.4M | 9.57% | 212,610 | Trimmed |
| 6 | GOOG | ALPHABET INC | $12.6M | 5.92% | 44,091 | Added |
| 7 | MA | MASTERCARD INCORPORATED | $10.6M | 4.95% | 21,164 | Trimmed |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.2M | 4.31% | 19,219 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $7.4M | 3.47% | 25,813 | Trimmed |
| 10 | TSLA | TESLA INC | $6.7M | 3.14% | 18,035 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $4.4M | 2.05% | 11,820 | Trimmed |
| 12 | META | META PLATFORMS INC | $4.0M | 1.88% | 7,034 | Trimmed |
| 13 | BX | BLACKSTONE INC | $3.7M | 1.75% | 32,570 | Trimmed |
| 14 | SBUX | STARBUCKS CORP | $2.7M | 1.27% | 30,358 | Trimmed |
| 15 | ISRG | INTUITIVE SURGICAL INC | $2.1M | 1.00% | 4,641 | Trimmed |
| 16 | DECK | DECKERS OUTDOOR CORP | $2.1M | 0.98% | 20,912 | Trimmed |
| 17 | V | VISA INC | $2.0M | 0.93% | 6,586 | Trimmed |
| 18 | BSX | BOSTON SCIENTIFIC CORP | $1.8M | 0.85% | 28,900 | Trimmed |
| 19 | CSX | CSX CORP | $1.6M | 0.75% | 39,000 | Hold |
| 20 | SHOP | SHOPIFY INC | $1.5M | 0.70% | 12,530 | Trimmed |
| 21 | AGG | ISHARES TR | $1.3M | 0.61% | 13,044 | Hold |
| 22 | CP | CANADIAN PACIFIC KANSAS CITY | $1.2M | 0.57% | 15,353 | Hold |
| 23 | INTU | INTUIT | $1.2M | 0.55% | 2,730 | Trimmed |
| 24 | AXP | AMERICAN EXPRESS CO | $1.1M | 0.51% | 3,625 | Hold |
| 25 | CLPT | CLEARPOINT NEURO INC | $964,373 | 0.45% | 105,975 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31