Conway Capital Management, Inc. Top Holdings and 13F Report (2026) About Conway Capital Management, Inc.Investment ActivityConway Capital Management, Inc. has $224.65 million in total holdings as of June 30, 2026.Conway Capital Management, Inc. owns shares of 39 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.16% of the portfolio was purchased this quarter.About 4.64% of the portfolio was sold this quarter.This quarter, Conway Capital Management, Inc. has purchased 45 new stocks and bought additional shares in 7 stocks.Conway Capital Management, Inc. sold shares of 18 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $42,078,146Amazon.com $29,636,626NVIDIA $26,468,947Costco Wholesale $20,413,442Alphabet $15,684,672 Largest New Holdings this Quarter 21037T109 - Constellation Energy $2,158,335 Holding433000106 - Hims & Hers Health $451,403 HoldingN07059210 - ASML $238,733 Holding36828A101 - GE VERNOVA INC $234,972 Holding687793109 - Oscar Health $213,900 Holding Largest Purchases this Quarter Advanced Micro Devices 5,105 shares (about $2.97M)Constellation Energy 8,690 shares (about $2.16M)Hims & Hers Health 13,020 shares (about $451.40K)Costco Wholesale 298 shares (about $278.76K)Alphabet 725 shares (about $259.09K) Largest Sales this Quarter Netflix 40,100 shares (about $2.86M)Blackstone 8,895 shares (about $1.05M)Apple 1,815 shares (about $525.19K)Microsoft 1,375 shares (about $512.92K)Starbucks 3,575 shares (about $365.33K) 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$42,078,146$525,188 â–¼-1.2%145,41818.7%TechnologyAMZNAmazon.com$29,636,626$199,014 â–¼-0.7%124,34613.2%Consumer DiscretionaryNVDANVIDIA$26,468,947$140,263 â–¼-0.5%132,28511.8%TechnologyCOSTCostco Wholesale$20,413,442$278,765 â–²1.4%21,8229.1%Consumer StaplesGOOGAlphabet$15,684,672$105,999 â–²0.7%44,3917.0%Communication ServicesNFLXNetflix$12,317,214$2,863,140 â–¼-18.9%172,5105.5%Communication ServicesMAMastercard$10,882,706$12,840 â–²0.1%21,1894.8%FinanceBRK.BBerkshire Hathaway$9,562,953$54,042 â–¼-0.6%19,1114.3%FinanceGOOGLAlphabet$9,483,885$259,093 â–²2.8%26,5384.2%Communication ServicesTSLATesla$7,722,216$136,695 â–²1.8%18,3603.4%Consumer DiscretionaryMETAMeta Platforms$4,012,878$50,696 â–²1.3%7,1241.8%Communication ServicesMSFTMicrosoft$3,896,322$512,919 â–¼-11.6%10,4451.7%TechnologyAMDAdvanced Micro Devices$3,691,683$2,965,546 â–²408.4%6,3551.6%TechnologyBXBlackstone$2,785,789$1,046,657 â–¼-27.3%23,6751.2%FinanceSBUXStarbucks$2,736,955$365,329 â–¼-11.8%26,7831.2%Consumer DiscretionaryVVisa$2,181,366$78,225 â–¼-3.5%6,3581.0%FinanceCEGConstellation Energy$2,158,335$2,158,335 â–²New Holding8,6901.0%UtilitiesDECKDeckers Outdoor$1,989,970$86,382 â–¼-4.2%20,0420.9%Consumer DiscretionaryCSXCSX$1,853,6930.0%39,0000.8%IndustrialsISRGIntuitive Surgical$1,766,495$79,138 â–¼-4.3%4,4420.8%HealthcareCLPTClearPoint Neuro$1,658,674$231,920 â–¼-12.3%92,9750.7%HealthcareCPCanadian Pacific Kansas City$1,330,3640.0%15,3530.6%IndustrialsSHOPIFY INC$1,313,070$117,605 â–¼-8.2%11,5000.6%CL A SUB VTG SHSAGGiShares Core U.S. Aggregate Bond ETF$1,291,0850.0%13,0440.6%ETFBSXBoston Scientific$1,227,050$6,402 â–¼-0.5%28,7500.5%HealthcareAXPAmerican Express$1,226,1560.0%3,6250.5%FinanceEWEdwards Lifesciences$954,353$8,594 â–¼-0.9%10,5500.4%HealthcareTJXTJX Companies$785,4420.0%5,1840.3%Consumer DiscretionaryMARMarriott International$463,6080.0%1,2510.2%Consumer DiscretionaryRLRalph Lauren$457,607$20,070 â–¼-4.2%1,1400.2%Consumer DiscretionaryHIMSHims & Hers Health$451,403$451,403 â–²New Holding13,0200.2%HealthcareJNJJohnson & Johnson$400,0030.0%1,5750.2%HealthcarePWRQuanta Services$360,0200.0%5000.2%IndustrialsGSThe Goldman Sachs Group$252,8430.0%2500.1%FinanceASMLASML$238,733$238,733 â–²New Holding1200.1%TechnologyTTWOTake-Two Interactive Software$236,231$49,996 â–¼-17.5%9450.1%Communication ServicesGE VERNOVA INC$234,972$234,972 â–²New Holding2000.1%COMSYYSysco$231,935$31,343 â–¼-11.9%2,7750.1%Consumer StaplesOSCROscar Health$213,900$213,900 â–²New Holding7,5000.1%HealthcareINTUIntuit$0$1,180,199 â–¼-100.0%00.0%TechnologyTSCOTractor Supply$0$679,727 â–¼-100.0%00.0%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$0$332,787 â–¼-100.0%00.0%CL AAMGNAmgen$0$325,813 â–¼-100.0%00.0%HealthcareFSLYFastly$0$290,600 â–¼-100.0%00.0%TechnologyNKENIKE$0$263,942 â–¼-100.0%00.0%Consumer DiscretionaryBLOCK INC$0$255,765 â–¼-100.0%00.0%CL ATPLTexas Pacific Land$0$237,280 â–¼-100.0%00.0%EnergyDISWalt Disney$0$208,759 â–¼-100.0%00.0%Communication ServicesOLMAOlema Pharmaceuticals$0$149,100 â–¼-100.0%00.0%HealthcarePLUGPlug Power$0$81,360 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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