The Analysis of CONWAY CAPITAL MANAGEMENT, INC.'s Holdings
Currently, CONWAY CAPITAL MANAGEMENT, INC. holds 44 types of securities in its portfolio with a total value $235.7M. In the most recent quarter, they have increased their positions in NFLX (+206.1K shares, valued at $19.3M), N/A (+1.7K shares, valued at $542.9K), AAPL (+1.9K shares, valued at $520.6K); decreased their positions in NVDA (-3.1K shares, valued at $580.6K), CLPT (-19.7K shares, valued at $269.5K), META (-375 shares, valued at $247.5K); initiated new positions in LMND (+3.2K shares, valued at $229.6K), GS (+250 shares, valued at $219.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC149.6K shares1.30%2025-12-312026-02-06
AMZN AMAZON COM INC126.3K shares-0.02%2025-12-312026-02-06 NVDA NVIDIA CORPORATION138.7K shares-2.20%2025-12-312026-02-06 NFLX NETFLIX INC229.7K shares874.85%2025-12-312026-02-06 COST COSTCO WHSL CORP NEW21.5K shares-0.69%2025-12-312026-02-06 ALPHABET INC ALPHABET INC44.0K shares4.09%2025-12-312026-02-06 MA MASTERCARD INCORPORATED21.3K shares-0.21%2025-12-312026-02-06 ALPHABET INC ALPHABET INC27.1K shares5.45%2025-12-312026-02-06 TSLA TESLA INC18.8K shares2.50%2025-12-312026-02-06 MSFT MICROSOFT CORP11.9K shares-0.83%2025-12-312026-02-06 META META PLATFORMS INC7.6K shares-4.72%2025-12-312026-02-06 BSX BOSTON SCIENTIFIC CORP29.4K shares-0.84%2025-12-312026-02-06 ISRG INTUITIVE SURGICAL INC4.8K shares-4.95%2025-12-312026-02-06 SBUX STARBUCKS CORP30.7K shares-5.76%2025-12-312026-02-06 V VISA INC6.6K shares3.53%2025-12-312026-02-06 DECK DECKERS OUTDOOR CORP22.3K shares4.95%2025-12-312026-02-06 SHOP SHOPIFY INC13.0K shares3.78%2025-12-312026-02-06 INTU INTUIT2.8K shares0.00%2025-12-312026-02-06 CLPT CLEARPOINT NEURO INC126.7K shares-13.45%2025-12-312026-02-06 CSX CSX CORP39.0K shares0.00%2025-12-312026-02-06 AXP AMERICAN EXPRESS CO3.6K shares7.41%2025-12-312026-02-06 AGG ISHARES TR13.0K shares0.00%2025-12-312026-02-06 EW EDWARDS LIFESCIENCES CORP10.9K shares-2.24%2025-12-312026-02-06 TJX TJX COS INC NEW5.3K shares-0.47%2025-12-312026-02-06 TSCO TRACTOR SUPPLY CO15.3K shares-5.86%2025-12-312026-02-06 BKNG BOOKING HOLDINGS INC114 shares-1.72%2025-12-312026-02-06 PLTR PALANTIR TECHNOLOGIES INC2.5K shares-33.11%2025-12-312026-02-06 RL RALPH LAUREN CORP1.2K shares0.00%2025-12-312026-02-06 TTWO TAKE-TWO INTERACTIVE1.5K shares-17.47%2025-12-312026-02-06 MAR MARRIOTT INTL INC NEW1.3K shares0.00%2025-12-312026-02-06 FICO FAIR ISAAC CORP200 shares0.00%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON1.6K shares0.00%2025-12-312026-02-06 NKE NIKE INC5.0K shares0.00%2025-12-312026-02-06 AMGN AMGEN INC926 shares0.00%2025-12-312026-02-06 XYZ BLOCK INC4.3K shares0.00%2025-12-312026-02-06 SYY SYSCO CORP3.5K shares0.00%2025-12-312026-02-06 OLMA OLEMA PHARMACEUTICALS INC10.0K shares0.00%2025-12-312026-02-06 DIS DISNEY WALT CO2.2K shares0.00%2025-12-312026-02-06 LMND LEMONADE INC3.2K sharesnew addition2025-12-312026-02-06 GS GOLDMAN SACHS GROUP INC250 sharesnew addition2025-12-312026-02-06 VEEV VEEVA SYS INC905 shares0.00%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available