Conway Capital Management, Inc. Top Holdings and 13F Report (2025) About Conway Capital Management, Inc.Investment ActivityConway Capital Management, Inc. has $238.32 million in total holdings as of September 30, 2025.Conway Capital Management, Inc. owns shares of 50 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.91% of the portfolio was purchased this quarter.About 2.17% of the portfolio was sold this quarter.This quarter, Conway Capital Management, Inc. has purchased 49 new stocks and bought additional shares in 10 stocks.Conway Capital Management, Inc. sold shares of 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $37,604,516Netflix $28,244,157Amazon.com $27,735,204NVIDIA $26,459,322Costco Wholesale $20,084,865 Largest New Holdings this Quarter N97284108 - Yandex $409,786 Holding771049103 - Roblox $273,577 Holding75734B100 - REDDIT INC $247,239 Holding90353W103 - Ubiquiti $241,112 Holding72919P202 - Plug Power $23,300 Holding Largest Purchases this Quarter Tesla 2,725 shares (about $1.21M)Microsoft 1,285 shares (about $665.58K)Netflix 495 shares (about $593.47K)Yandex 3,650 shares (about $409.79K)Visa 993 shares (about $338.99K) Largest Sales this Quarter Starbucks 10,105 shares (about $854.88K)Apple 1,885 shares (about $479.98K)ClearPoint Neuro 17,800 shares (about $387.86K)Intuit 560 shares (about $382.37K)NVIDIA 1,750 shares (about $326.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofConway Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$37,604,516$479,977 ▼-1.3%147,68315.8%Computer and TechnologyNFLXNetflix$28,244,157$593,465 ▲2.1%23,55811.9%Consumer DiscretionaryAMZNAmazon.com$27,735,204$142,720 ▼-0.5%126,31611.6%Retail/WholesaleNVDANVIDIA$26,459,322$326,515 ▼-1.2%141,81211.1%Computer and TechnologyCOSTCostco Wholesale$20,084,865$243,436 ▼-1.2%21,6998.4%Retail/WholesaleMAMastercard$12,123,656$19,908 ▼-0.2%21,3145.1%Business ServicesGOOGAlphabet$10,302,165$155,872 ▲1.5%42,3004.3%Computer and TechnologyBRK.BBerkshire Hathaway$9,819,518$180,484 ▼-1.8%19,5324.1%FinanceTSLATesla$8,171,730$1,211,862 ▲17.4%18,3753.4%Auto/Tires/TrucksGOOGLAlphabet$6,245,968$79,007 ▲1.3%25,6932.6%Computer and TechnologyMSFTMicrosoft$6,238,886$665,585 ▲11.9%12,0452.6%Computer and TechnologyMETAMeta Platforms$5,833,915$36,719 ▲0.6%7,9442.4%Computer and TechnologyBXBlackstone$5,772,951$134,116 ▲2.4%33,7902.4%FinanceCLPTClearPoint Neuro$3,190,601$387,862 ▼-10.8%146,4251.3%MedicalBSXBoston Scientific$2,894,2410.0%29,6451.2%MedicalSBUXStarbucks$2,752,292$854,883 ▼-23.7%32,5331.2%Retail/WholesaleISRGIntuitive Surgical$2,256,723$69,768 ▼-3.0%5,0460.9%MedicalVVisa$2,177,322$338,990 ▲18.4%6,3780.9%Business ServicesDECKDeckers Outdoor$2,150,260$304,211 ▼-12.4%21,2120.9%Retail/WholesaleINTUIntuit$1,908,419$382,367 ▼-16.7%2,7950.8%Computer and TechnologySHOPIFY INC$1,865,799$74,305 ▲4.1%12,5550.8%CL A SUB VTG SHSCSXCSX$1,384,9070.0%39,0000.6%TransportationAGGiShares Core U.S. Aggregate Bond ETF$1,307,6510.0%13,0440.5%FinanceCPCanadian Pacific Kansas City$1,143,6680.0%15,3530.5%TransportationAXPAmerican Express$1,121,0400.0%3,3750.5%FinanceTSCOTractor Supply$921,578$71,087 ▼-7.2%16,2050.4%Retail/WholesaleEWEdwards Lifesciences$866,7470.0%11,1450.4%MedicalTJXTJX Companies$767,4260.0%5,3090.3%Retail/WholesalePALANTIR TECHNOLOGIES INC$688,636$45,605 ▼-6.2%3,7750.3%CL ABKNGBooking$626,315$37,795 ▼-5.7%1160.3%Retail/WholesaleTTWOTake-Two Interactive Software$480,5500.0%1,8600.2%Consumer DiscretionaryYNDXYandex$409,786$409,786 ▲New Holding3,6500.2%Computer and TechnologyRLRalph Lauren$379,408$58,009 ▲18.0%1,2100.2%Consumer DiscretionaryCMGChipotle Mexican Grill$349,771$215,545 ▼-38.1%8,9250.1%Retail/WholesaleNKENIKE$348,4410.0%4,9970.1%Consumer DiscretionaryMARMarriott International$325,8100.0%1,2510.1%Consumer DiscretionaryBLOCK INC$308,5930.0%4,2700.1%CL AFICOFair Isaac$299,306$297,809 ▼-49.9%2000.1%Computer and TechnologyFNDFloor & Decor$292,958$14,740 ▼-4.8%3,9750.1%Retail/WholesaleJNJJohnson & Johnson$292,0370.0%1,5750.1%MedicalSYYSysco$284,0730.0%3,4500.1%Consumer StaplesRBLXRoblox$273,577$273,577 ▲New Holding1,9750.1%Consumer DiscretionaryVEEVVeeva Systems$269,6090.0%9050.1%MedicalAMGNAmgen$261,3170.0%9260.1%MedicalDISWalt Disney$248,0070.0%2,1660.1%Consumer DiscretionaryREDDIT INC$247,239$247,239 ▲New Holding1,0750.1%CL AUIUbiquiti$241,112$241,112 ▲New Holding3650.1%Computer and TechnologyHDHome Depot$227,3120.0%5610.1%Retail/WholesaleOLMAOlema Pharmaceuticals$97,9000.0%10,0000.0%MedicalPLUGPlug Power$23,300$23,300 ▲New Holding10,0000.0%IndustrialsETORO GROUP LTD$0$389,552 ▼-100.0%00.0%SHS CL ACRWDCrowdStrike$0$249,562 ▼-100.0%00.0%Computer and TechnologyDELLDell Technologies$0$245,200 ▼-100.0%00.0%Computer and TechnologyBJBJ's Wholesale Club$0$205,416 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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