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The Analysis of CONWAY CAPITAL MANAGEMENT, INC.'s Holdings & P&L

Currently, CONWAY CAPITAL MANAGEMENT, INC. holds 39 types of securities in its portfolio with a total value $224.7M. In the most recent quarter, they have increased their positions in AMD (+5.1K shares, valued at $3.0M), CEG (+8.7K shares, valued at $2.2M), HIMS (+13.0K shares, valued at $451.4K); decreased their positions in N/A (-40.1K shares, valued at $2.9M), BX (-8.9K shares, valued at $1.0M), AAPL (-1.8K shares, valued at $525.2K); initiated new positions in CEG (+8.7K shares, valued at $2.2M), HIMS (+13.0K shares, valued at $451.4K), ASML (+120 shares, valued at $238.7K).

1M P&L

-591.2K-0.34%

3M P&L

+6.5M+3.91%

HY P&L

+23.6M+15.74%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Consumer Electronics42.1M

24.3%

2Semiconductors30.2M

17.4%

3Internet Retail29.6M

17.1%

Top Industries by Stock Count

1Medical Devices3 stocks

9.4%

2Semiconductors2 stocks

6.3%

3Internet Content & Information2 stocks

6.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC145.4K shares-1.23%2026-06-302026-08-07

AMZN AMAZON COM INC124.3K shares-0.67%2026-06-302026-08-07

NVDA NVIDIA CORPORATION132.3K shares-0.53%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION21.8K shares1.38%2026-06-302026-08-07

GOOG ALPHABET INC44.4K shares0.68%2026-06-302026-08-07

NETFLIX INC. NETFLIX INC.172.5K shares-18.86%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED21.2K shares0.12%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL19.1K shares-0.56%2026-06-302026-08-07

Sponsored

GOOGL ALPHABET INC26.5K shares2.81%2026-06-302026-08-07

TSLA TESLA INC18.4K shares1.80%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC7.1K shares1.28%2026-06-302026-08-07

MSFT MICROSOFT CORP10.4K shares-11.63%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC6.4K shares408.40%2026-06-302026-08-07

BX BLACKSTONE INC23.7K shares-27.31%2026-06-302026-08-07

SBUX STARBUCKS CORP26.8K shares-11.78%2026-06-302026-08-07

VISA INC VISA INC6.4K shares-3.46%2026-06-302026-08-07

Sponsored

CEG CONSTELLATION ENERGY CORP8.7K sharesnew addition2026-06-302026-08-07

DECK DECKERS OUTDOOR CORP20.0K shares-4.16%2026-06-302026-08-07

CSX CSX CORP39.0K shares0.00%2026-06-302026-08-07

ISRG INTUITIVE SURGICAL INC4.4K shares-4.29%2026-06-302026-08-07

CLPT CLEARPOINT NEURO INC93.0K shares-12.27%2026-06-302026-08-07

CP CANADIAN PACIFIC KANSAS CITY15.4K shares0.00%2026-06-302026-08-07

SHOP SHOPIFY INC11.5K shares-8.22%2026-06-302026-08-07

ISHARES TR ISHARES TR13.0K shares0.00%2026-06-302026-08-07

Sponsored

BSX BOSTON SCIENTIFIC CORP28.8K shares-0.52%2026-06-302026-08-07

AXP AMERICAN EXPRESS CO3.6K shares0.00%2026-06-302026-08-07

EW EDWARDS LIFESCIENCES CORP10.6K shares-0.89%2026-06-302026-08-07

TJX TJX COS INC NEW5.2K shares0.00%2026-06-302026-08-07

MAR MARRIOTT INTL INC NEW1.3K shares0.00%2026-06-302026-08-07

RL RALPH LAUREN CORP1.1K shares-4.20%2026-06-302026-08-07

HIMS HIMS & HERS HEALTH INC13.0K sharesnew addition2026-06-302026-08-07

JNJ JOHNSON & JOHNSON1.6K shares0.00%2026-06-302026-08-07

Sponsored

QUANTA SVCS INC QUANTA SVCS INC500 shares0.00%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC250 shares0.00%2026-06-302026-08-07

ASML ASML HLDG NV120 sharesnew addition2026-06-302026-08-07

TTWO TAKE-TWO INTERACTIVE SOFTWAR945 shares-17.47%2026-06-302026-08-07

GEV GE VERNOVA INC200 sharesnew addition2026-06-302026-08-07

SYY SYSCO CORP2.8K shares-11.90%2026-06-302026-08-07

OSCR OSCAR HEALTH INC7.5K sharesnew addition2026-06-302026-08-07

AAPL

APPLE INC

-1.23%

Shares145.4K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

-0.67%

Shares124.3K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

-0.53%

Shares132.3K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

1.38%

Shares21.8K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

0.68%

Shares44.4K

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

-18.86%

Shares172.5K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

0.12%

Shares21.2K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.56%

Shares19.1K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

2.81%

Shares26.5K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

1.80%

Shares18.4K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

1.28%

Shares7.1K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-11.63%

Shares10.4K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

408.40%

Shares6.4K

Event2026-06-30

Filed2026-08-07

BLACKSTONE INC

-27.31%

Shares23.7K

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

-11.78%

Shares26.8K

Event2026-06-30

Filed2026-08-07

VISA INC

-3.46%

Shares6.4K

Event2026-06-30

Filed2026-08-07

CEG

CONSTELLATION ENERGY CORP

New

Shares8.7K

Event2026-06-30

Filed2026-08-07

DECK

DECKERS OUTDOOR CORP

-4.16%

Shares20.0K

Event2026-06-30

Filed2026-08-07

CSX

CSX CORP

0.00%

Shares39.0K

Event2026-06-30

Filed2026-08-07

ISRG

INTUITIVE SURGICAL INC

-4.29%

Shares4.4K

Event2026-06-30

Filed2026-08-07

CLPT

CLEARPOINT NEURO INC

-12.27%

Shares93.0K

Event2026-06-30

Filed2026-08-07

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares15.4K

Event2026-06-30

Filed2026-08-07

SHOP

SHOPIFY INC

-8.22%

Shares11.5K

Event2026-06-30

Filed2026-08-07

ISHARES TR

0.00%

Shares13.0K

Event2026-06-30

Filed2026-08-07

BSX

BOSTON SCIENTIFIC CORP

-0.52%

Shares28.8K

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-07

EDWARDS LIFESCIENCES CORP

-0.89%

Shares10.6K

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-07

MAR

MARRIOTT INTL INC NEW

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-07

RALPH LAUREN CORP

-4.20%

Shares1.1K

Event2026-06-30

Filed2026-08-07

HIMS

HIMS & HERS HEALTH INC

New

Shares13.0K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-07

QUANTA SVCS INC

0.00%

Shares500

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

0.00%

Shares250

Event2026-06-30

Filed2026-08-07

ASML

ASML HLDG NV

New

Shares120

Event2026-06-30

Filed2026-08-07

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

-17.47%

Shares945

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

New

Shares200

Event2026-06-30

Filed2026-08-07

SYY

SYSCO CORP

-11.90%

Shares2.8K

Event2026-06-30

Filed2026-08-07

OSCR

OSCAR HEALTH INC

New

Shares7.5K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available