Conway Capital Management as of June 30, 2026
Portfolio Holdings for Conway Capital Management
Conway Capital Management holds 39 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 18.7 | $42M | 145k | 289.36 | |
| Amazon (AMZN) | 13.2 | $30M | 124k | 238.34 | |
| NVIDIA Corporation (NVDA) | 11.8 | $27M | 132k | 200.09 | |
| Costco Wholesale Corporation (COST) | 9.1 | $20M | 22k | 935.45 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.0 | $16M | 44k | 353.33 | |
| Netflix (NFLX) | 5.5 | $12M | 173k | 71.40 | |
| Mastercard Incorporated Cl A (MA) | 4.8 | $11M | 21k | 513.60 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.3 | $9.6M | 19k | 500.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $9.5M | 27k | 357.37 | |
| Tesla Motors (TSLA) | 3.4 | $7.7M | 18k | 420.60 | |
| Meta Platforms Cl A (META) | 1.8 | $4.0M | 7.1k | 563.29 | |
| Microsoft Corporation (MSFT) | 1.7 | $3.9M | 10k | 373.03 | |
| Advanced Micro Devices (AMD) | 1.6 | $3.7M | 6.4k | 580.91 | |
| Blackstone Group Inc Com Cl A (BX) | 1.2 | $2.8M | 24k | 117.67 | |
| Starbucks Corporation (SBUX) | 1.2 | $2.7M | 27k | 102.19 | |
| Visa Com Cl A (V) | 1.0 | $2.2M | 6.4k | 343.09 | |
| Constellation Energy (CEG) | 1.0 | $2.2M | 8.7k | 248.37 | |
| Deckers Outdoor Corporation (DECK) | 0.9 | $2.0M | 20k | 99.29 | |
| CSX Corporation (CSX) | 0.8 | $1.9M | 39k | 47.53 | |
| Intuitive Surgical Com New (ISRG) | 0.8 | $1.8M | 4.4k | 397.68 | |
| Clearpoint Neuro (CLPT) | 0.7 | $1.7M | 93k | 17.84 | |
| Canadian Pacific Kansas City (CP) | 0.6 | $1.3M | 15k | 86.65 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.6 | $1.3M | 12k | 114.18 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $1.3M | 13k | 98.98 | |
| Boston Scientific Corporation (BSX) | 0.5 | $1.2M | 29k | 42.68 | |
| American Express Company (AXP) | 0.5 | $1.2M | 3.6k | 338.25 | |
| Edwards Lifesciences (EW) | 0.4 | $954k | 11k | 90.46 | |
| TJX Companies (TJX) | 0.3 | $785k | 5.2k | 151.51 | |
| Marriott Intl Cl A (MAR) | 0.2 | $464k | 1.3k | 370.59 | |
| Ralph Lauren Corp Cl A (RL) | 0.2 | $458k | 1.1k | 401.41 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.2 | $451k | 13k | 34.67 | |
| Johnson & Johnson (JNJ) | 0.2 | $400k | 1.6k | 253.97 | |
| Quanta Services (PWR) | 0.2 | $360k | 500.00 | 720.04 | |
| Goldman Sachs (GS) | 0.1 | $253k | 250.00 | 1011.37 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $239k | 120.00 | 1989.44 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $236k | 945.00 | 249.98 | |
| Ge Vernova (GEV) | 0.1 | $235k | 200.00 | 1174.86 | |
| SYSCO Corporation (SYY) | 0.1 | $232k | 2.8k | 83.58 | |
| Oscar Health Cl A (OSCR) | 0.1 | $214k | 7.5k | 28.52 |
