13F Insight
DOSSIER · 13F-HR · Q2 2026

CONWAY CAPITAL MANAGEMENT, INC.

$225M in tracked AUM across 39 positions as of Q2 2026.

CC
CIK 0002044929 · last filed Jun 30, 2026
Total AUM
$225M
as of Q2 2026
Holdings
39
—
positions
Whale Score
73
73
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CONWAY CAPITAL MANAGEMENT, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$42M145K18.7%02
AMZN
AMAZON COM INC
$30M124K13.2%03
NVDA
NVIDIA CORPORATION
$26M132K11.8%04
COST
COSTCO WHOLESALE CORPORATION
$20M22K9.1%05
GOOG
ALPHABET INC
$16M44K7.0%06
NFLX
NETFLIX INC.
$12M173K5.5%07
MA
MASTERCARD INCORPORATED
$11M21K4.8%08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$10M19K4.3%09
GOOGL
ALPHABET INC
$9M27K4.2%10
TSLA
TESLA INC
$8M18K3.4%

Filing history

2026Q2Jun 30
$225M▲ 5.1%
39 positionsView →2026Q1Mar 31
$214M▼ 9.3%
45 positionsView →2025Q4Dec 31
$236M▼ 1.1%
44 positionsView →2025Q3Sep 30
$238M▲ 6.6%
50 positionsView →2025Q2Jun 30
$224M▲ 11.8%
49 positionsLocked2025Q1Mar 31
$200M▼ 11.5%
43 positionsLocked2024Q4Dec 31
$226M▲ 9.6%
48 positionsLocked2024Q3Sep 30
$206M▲ 3.5%
47 positionsLocked2024Q2Jun 30
$199M▲ 11.3%
42 positionsLocked2024Q1Mar 31
$179M▲ 15.4%
45 positionsLocked2023Q4Dec 31
$155M▲ 13.2%
39 positionsLocked2023Q3Sep 30
$137M▼ 3.7%
39 positionsLocked
Showing 12 of 23