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Manager Profile

CONWAY CAPITAL MANAGEMENT, INC.

Diversified · Technology 35%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

—

Portfolio Value

$224.7M

Latest reported 13F value

Holdings

39

Distinct positions in last filing

Top Position

Apple Inc

Latest disclosed holding

Top 4

AAPL AMZN NVDA COST GOOG

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
34.5%
Consumer Cyclical
18.9%
Communication Services
18.4%
Financial Services
11.9%
Consumer Defensive
9.1%
Healthcare
2.9%
Industrials
1.6%
Utilities
0.9%
Basic Materials
0%
Energy
0%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
Apple Inc

Shares: 145.4K

42.1M

Position Value
2
Amazon.com Inc

Shares: 124.3K

29.6M

Position Value
3
NVIDIA Corp

Shares: 132.3K

26.5M

Position Value
4
Costco Wholesale Corp

Shares: 21.8K

20.4M

Position Value
5
Alphabet Inc

Shares: 44.4K

15.7M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID