Institutions / Conway Capital Management, Inc.
Conway Capital Management, Inc.
CIK 2044929 · Institution · as of Jun 30, 2026
Portfolio value
$224.65M
Positions
39
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$224.65M-4.7%Positions
39-11.4%Top holdings
Jun 30, 2026View all 39 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $42.08M | 18.7% |
| Amazon.com Inc | $29.64M | 13.2% |
| NVIDIA Corp | $26.47M | 11.8% |
| Costco Wholesale Corp /New | $20.41M | 9.1% |
| Alphabet Inc. | $15.68M | 7.0% |
| Netflix Inc | $12.32M | 5.5% |
| Mastercard Inc | $10.88M | 4.8% |
| Warren E. Buffett | $9.56M | 4.3% |
| Alphabet Inc. | $9.48M | 4.2% |
| Tesla Inc | $7.72M | 3.4% |
| Meta Platforms Inc | $4.01M | 1.8% |
| Microsoft Corp | $3.90M | 1.7% |
| Advanced Micro Devices Inc | $3.69M | 1.6% |
| Blackstone Inc | $2.79M | 1.2% |
| Starbucks Corp | $2.74M | 1.2% |
| Visa Inc | $2.18M | 1.0% |
| Constellation Energy Corp | $2.16M | 1.0% |
| Deckers Outdoor Corp | $1.99M | 0.9% |
| Csx Corp | $1.85M | 0.8% |
| Intuitive Surgical Inc | $1.77M | 0.8% |
| ClearPoint Neuro, Inc. | $1.66M | 0.7% |
| Canadian Pacific Kansas City | $1.33M | 0.6% |
| Shopify Inc | $1.31M | 0.6% |
| iShares Tr | $1.29M | 0.6% |
| Boston Scientific Corp | $1.23M | 0.5% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Netflix Inc Common stock | $-4.08M | -57K -24.88% | 172,510 5.48% of portfolio | low |
| Q2 2026 as of | New | Advanced Micro Devices Inc Common stock | $3.69M | +6K | 6,355 1.64% of portfolio | low |
| Q2 2026 as of | New | Constellation Energy Corp Common stock | $2.16M | +9K | 8,690 0.96% of portfolio | low |
| Q2 2026 as of | Exit | Intuit Inc. Common stock | $-1.85M | -3K -100.00% | 0 | low |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-1.28M | -6K -4.62% | 132,285 11.78% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-1.21M | -4K -2.79% | 145,418 18.73% of portfolio | low |
| Q2 2026 as of | Trim | Blackstone Inc Common stock | $-1.19M | -10K -29.93% | 23,675 1.24% of portfolio | low |
| Q2 2026 as of | Exit | Tractor Supply Co /De Common stock | $-762.9K | -15K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Booking Holdings Inc Common stock | $-610.5K | -114 -100.00% | 0 | low |
| Q2 2026 as of | Trim | ClearPoint Neuro, Inc. Common stock | $-602.1K | -34K -26.63% | 92,975 0.74% of portfolio | low |