Conway Capital Management, Inc. Top Holdings and 13F Report (2026) About Conway Capital Management, Inc.Investment ActivityConway Capital Management, Inc. has $213.71 million in total holdings as of March 31, 2026.Conway Capital Management, Inc. owns shares of 45 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 0.54% of the portfolio was purchased this quarter.About 3.21% of the portfolio was sold this quarter.This quarter, Conway Capital Management, Inc. has purchased 44 new stocks and bought additional shares in 1 stock.Conway Capital Management, Inc. sold shares of 28 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $37,366,257Amazon.com $26,071,447NVIDIA $23,192,795Costco Wholesale $21,446,750Netflix $20,442,452 Largest New Holdings this Quarter 31188V100 - Fastly $290,600 Holding74762E102 - Quanta Services $274,510 Holding007903107 - Advanced Micro Devices $254,288 Holding88262P102 - Texas Pacific Land $237,280 Holding72919P202 - Plug Power $81,360 Holding Largest Purchases this Quarter Fastly 10,000 shares (about $290.60K)Quanta Services 500 shares (about $274.51K)Advanced Micro Devices 1,250 shares (about $254.29K)Texas Pacific Land 500 shares (about $237.28K)Plug Power 36,000 shares (about $81.36K) Largest Sales this Quarter Netflix 17,045 shares (about $1.64M)NVIDIA 5,713 shares (about $996.35K)Apple 2,365 shares (about $600.21K)Alphabet 1,280 shares (about $368.08K)Meta Platforms 535 shares (about $306.09K) 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$37,366,257$600,213 â–¼-1.6%147,23317.5%Computer and TechnologyAMZNAmazon.com$26,071,447$231,180 â–¼-0.9%125,18112.2%Retail/WholesaleNVDANVIDIA$23,192,795$996,349 â–¼-4.1%132,98610.9%Computer and TechnologyCOSTCostco Wholesale$21,446,750$24,910 â–¼-0.1%21,52410.0%Retail/WholesaleNFLXNetflix$20,442,452$1,638,877 â–¼-7.4%212,6109.6%Consumer DiscretionaryGOOGAlphabet$12,647,944$17,498 â–²0.1%44,0915.9%Computer and TechnologyMAMastercard$10,574,839$52,464 â–¼-0.5%21,1644.9%Business ServicesBRK.BBerkshire Hathaway$9,209,745$35,940 â–¼-0.4%19,2194.3%FinanceGOOGLAlphabet$7,422,786$368,077 â–¼-4.7%25,8133.5%Computer and TechnologyTSLATesla$6,704,511$297,400 â–¼-4.2%18,0353.1%Auto/Tires/TrucksMSFTMicrosoft$4,375,537$46,273 â–¼-1.0%11,8202.0%Computer and TechnologyMETAMeta Platforms$4,024,362$306,090 â–¼-7.1%7,0341.9%Computer and TechnologyBXBlackstone$3,745,177$140,286 â–¼-3.6%32,5701.8%FinanceSBUXStarbucks$2,719,773$26,877 â–¼-1.0%30,3581.3%Retail/WholesaleISRGIntuitive Surgical$2,139,455$71,453 â–¼-3.2%4,6411.0%MedicalDECKDeckers Outdoor$2,093,082$135,121 â–¼-6.1%20,9121.0%Retail/WholesaleVVisa$1,990,553$5,138 â–¼-0.3%6,5860.9%Business ServicesBSXBoston Scientific$1,813,475$31,061 â–¼-1.7%28,9000.8%MedicalCSXCSX$1,600,9700.0%39,0000.7%TransportationSHOPIFY INC$1,486,309$59,310 â–¼-3.8%12,5300.7%CL A SUB VTG SHSAGGiShares Core U.S. Aggregate Bond ETF$1,294,8680.0%13,0440.6%FinanceCPCanadian Pacific Kansas City$1,207,6910.0%15,3530.6%TransportationINTUIntuit$1,180,199$28,100 â–¼-2.3%2,7300.6%Computer and TechnologyAXPAmerican Express$1,096,4900.0%3,6250.5%FinanceCLPTClearPoint Neuro$964,373$188,825 â–¼-16.4%105,9750.5%MedicalEWEdwards Lifesciences$852,452$20,020 â–¼-2.3%10,6450.4%MedicalTJXTJX Companies$827,955$15,971 â–¼-1.9%5,1840.4%Retail/WholesaleTSCOTractor Supply$679,727$11,325 â–¼-1.6%15,0050.3%Retail/WholesaleRLRalph Lauren$409,348$6,880 â–¼-1.7%1,1900.2%Consumer DiscretionaryMARMarriott International$409,1650.0%1,2510.2%Consumer DiscretionaryJNJJohnson & Johnson$384,9930.0%1,5750.2%MedicalPALANTIR TECHNOLOGIES INC$332,787$36,570 â–¼-9.9%2,2750.2%CL AAMGNAmgen$325,8130.0%9260.2%MedicalFSLYFastly$290,600$290,600 â–²New Holding10,0000.1%Computer and TechnologyPWRQuanta Services$274,510$274,510 â–²New Holding5000.1%ConstructionNKENIKE$263,9420.0%4,9970.1%Consumer DiscretionaryBLOCK INC$255,765$1,204 â–¼-0.5%4,2500.1%CL AAMDAdvanced Micro Devices$254,288$254,288 â–²New Holding1,2500.1%Computer and TechnologyTPLTexas Pacific Land$237,280$237,280 â–²New Holding5000.1%EnergyTTWOTake-Two Interactive Software$226,138$77,025 â–¼-25.4%1,1450.1%Consumer DiscretionarySYYSysco$224,690$21,399 â–¼-8.7%3,1500.1%Consumer StaplesGSThe Goldman Sachs Group$211,4980.0%2500.1%FinanceDISWalt Disney$208,7590.0%2,1660.1%Consumer DiscretionaryOLMAOlema Pharmaceuticals$149,1000.0%10,0000.1%MedicalPLUGPlug Power$81,360$81,360 â–²New Holding36,0000.0%IndustrialsBKNGBooking$0$610,508 â–¼-100.0%00.0%Retail/WholesaleFICOFair Isaac$0$338,124 â–¼-100.0%00.0%Computer and TechnologyLMNDLemonade$0$229,556 â–¼-100.0%00.0%FinanceVEEVVeeva Systems$0$202,023 â–¼-100.0%00.0%MedicalShowing 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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