CONWAY CAPITAL MANAGEMENT, INC.

Burbank, CA · CIK 2044929 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBurbank, CA

$224.7m reported value +5.1% vs Q1 2026

39positions

82.0%in top 10

5 new 7 added 18 reduced 11 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	145,418	$42.1m18.73%	18.73%	Reduced -1.8k	-1,815 -1.2%
2	AMAZON COM INC COM AMZN	AMZN	124,346	$29.6m13.19%	13.19%	Reduced -835	-835 -0.7%
3	NVIDIA CORPORATION COM NVDA	NVDA	132,285	$26.5m11.78%	11.78%	Reduced -701	-701 -0.5%
4	COSTCO WHSL CORP NEW COM COST	COST	21,822	$20.4m9.09%	9.09%	Added +298	+298 1.4%
5	ALPHABET INC CAP STK CL C GOOG	GOOG	44,391	$15.7m6.98%	6.98%	Added +300	+300 0.7%
6	NETFLIX INC COM NFLX	NFLX	172,510	$12.3m5.48%	5.48%	Reduced -40.1k	-40,100 -18.9%
7	MASTERCARD INCORPORATED CL A MA	MA	21,189	$10.9m4.84%	4.84%	Added +25	+25 0.1%
8	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	19,111	$9.6m4.26%	4.26%	Reduced -108	-108 -0.6%
9	ALPHABET INC CAP STK CL A GOOGL	GOOGL	26,538	$9.5m4.22%	4.22%	Added +725	+725 2.8%
10	TESLA INC COM TSLA	TSLA	18,360	$7.7m3.44%	3.44%	Added +325	+325 1.8%
11	META PLATFORMS INC CL A META	META	7,124	$4.0m1.79%	1.79%	Added +90	+90 1.3%
12	MICROSOFT CORP COM MSFT	MSFT	10,445	$3.9m1.73%	1.73%	Reduced -1.4k	-1,375 -11.6%
13	ADVANCED MICRO DEVICES INC COM AMD	AMD	6,355	$3.7m1.64%	1.64%	Added +5.1k	+5,105 408.4%
14	BLACKSTONE INC COM BX	BX	23,675	$2.8m1.24%	1.24%	Reduced -8.9k	-8,895 -27.3%
15	STARBUCKS CORP COM SBUX	SBUX	26,783	$2.7m1.22%	1.22%	Reduced -3.6k	-3,575 -11.8%
16	VISA INC COM CL A V	V	6,358	$2.2m0.97%	0.97%	Reduced -228	-228 -3.5%
17	CONSTELLATION ENERGY CORP COM CEG	CEG	8,690	$2.2m0.96%	0.96%	New
18	DECKERS OUTDOOR CORP COM DECK	DECK	20,042	$2.0m0.89%	0.89%	Reduced -870	-870 -4.2%
19	CSX CORP COM CSX	CSX	39,000	$1.9m0.83%	0.83%	Unchanged
20	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	4,442	$1.8m0.79%	0.79%	Reduced -199	-199 -4.3%
21	CLEARPOINT NEURO INC COM CLPT	CLPT	92,975	$1.7m0.74%	0.74%	Reduced -13.0k	-13,000 -12.3%
22	CANADIAN PACIFIC KANSAS CITY COM CP	CP	15,353	$1.3m0.59%	0.59%	Unchanged
23	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	11,500	$1.3m0.58%	0.58%	Reduced -1.0k	-1,030 -8.2%
24	ISHARES TR CORE US AGGBD ET AGG	AGG	13,044	$1.3m0.57%	0.57%	Unchanged
25	BOSTON SCIENTIFIC CORP COM BSX	BSX	28,750	$1.2m0.55%	0.55%	Reduced -150	-150 -0.5%
26	AMERICAN EXPRESS CO COM AXP	AXP	3,625	$1.2m0.55%	0.55%	Unchanged
27	EDWARDS LIFESCIENCES CORP COM EW	EW	10,550	$954.4k0.42%	0.42%	Reduced -95	-95 -0.9%
28	TJX COS INC NEW COM TJX	TJX	5,184	$785.4k0.35%	0.35%	Unchanged
29	MARRIOTT INTL INC NEW CL A MAR	MAR	1,251	$463.6k0.21%	0.21%	Unchanged
30	RALPH LAUREN CORP CL A RL	RL	1,140	$457.6k0.20%	0.20%	Reduced -50	-50 -4.2%
31	HIMS & HERS HEALTH INC COM CL A HIMS	HIMS	13,020	$451.4k0.20%	0.20%	New
32	JOHNSON & JOHNSON COM JNJ	JNJ	1,575	$400.0k0.18%	0.18%	Unchanged
33	QUANTA SVCS INC COM PWR	PWR	500	$360.0k0.16%	0.16%	Unchanged
34	GOLDMAN SACHS GROUP INC COM GS	GS	250	$252.8k0.11%	0.11%	Unchanged
35	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	120	$238.7k0.11%	0.11%	New
36	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	945	$236.2k0.11%	0.11%	Reduced -200	-200 -17.5%
37	GE VERNOVA INC COM GEV	GEV	200	$235.0k0.10%	0.10%	New
38	SYSCO CORP COM SYY	SYY	2,775	$231.9k0.10%	0.10%	Reduced -375	-375 -11.9%
39	OSCAR HEALTH INC CL A OSCR	OSCR	7,500	$213.9k0.10%	0.10%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INTUIT INTU	INTU	2,730	$1.2m2.7k shares
TRACTOR SUPPLY CO TSCO	TSCO	15,005	$679.7k15.0k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	2,275	$332.8k2.3k shares
AMGEN INC AMGN	AMGN	926	$325.8k926 shares
FASTLY INC FSLY	FSLY	10,000	$290.6k10.0k shares
NIKE INC NKE	NKE	4,997	$263.9k5.0k shares
BLOCK INC XYZ	XYZ	4,250	$255.8k4.2k shares
TEXAS PACIFIC LAND CORPORATI TPL	TPL	500	$237.3k500 shares
DISNEY WALT CO DIS	DIS	2,166	$208.8k2.2k shares
OLEMA PHARMACEUTICALS INC OLMA	OLMA	10,000	$149.1k10.0k shares
PLUG POWER INC PLUG	PLUG	36,000	$81.4k36.0k shares