The Analysis of CONWAY CAPITAL MANAGEMENT, INC.'s Holdings
Currently, CONWAY CAPITAL MANAGEMENT, INC. holds 50 types of securities in its portfolio with a total value $238.3M. In the most recent quarter, they have increased their positions in TSLA (+2.7K shares, valued at $1.2M), MSFT (+1.3K shares, valued at $665.6K), NFLX (+495 shares, valued at $593.5K); decreased their positions in SBUX (-10.1K shares, valued at $854.9K), AAPL (-1.9K shares, valued at $480.0K), CLPT (-17.8K shares, valued at $387.9K); initiated new positions in NBIS (+3.6K shares, valued at $409.8K), RBLX (+2.0K shares, valued at $273.6K), RDDT (+1.1K shares, valued at $247.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC147.7K shares-1.26%2025-09-302025-10-23
NFLX NETFLIX INC23.6K shares2.15%2025-09-302025-10-23 AMZN AMAZON COM INC126.3K shares-0.51%2025-09-302025-10-23 NVDA NVIDIA CORPORATION141.8K shares-1.22%2025-09-302025-10-23 COST COSTCO WHSL CORP NEW21.7K shares-1.20%2025-09-302025-10-23 MA MASTERCARD INCORPORATED21.3K shares-0.16%2025-09-302025-10-23 GOOG ALPHABET INC42.3K shares1.54%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL19.5K shares-1.80%2025-09-302025-10-23 TSLA TESLA INC18.4K shares17.41%2025-09-302025-10-23 GOOGL ALPHABET INC25.7K shares1.28%2025-09-302025-10-23 MSFT MICROSOFT CORP12.0K shares11.94%2025-09-302025-10-23 META META PLATFORMS INC7.9K shares0.63%2025-09-302025-10-23 BX BLACKSTONE INC33.8K shares2.38%2025-09-302025-10-23 CLPT CLEARPOINT NEURO INC146.4K shares-10.84%2025-09-302025-10-23 BSX BOSTON SCIENTIFIC CORP29.6K shares0.00%2025-09-302025-10-23 SBUX STARBUCKS CORP32.5K shares-23.70%2025-09-302025-10-23 ISRG INTUITIVE SURGICAL INC5.0K shares-3.00%2025-09-302025-10-23 V VISA INC6.4K shares18.44%2025-09-302025-10-23 DECK DECKERS OUTDOOR CORP21.2K shares-12.39%2025-09-302025-10-23 INTU INTUIT2.8K shares-16.69%2025-09-302025-10-23 SHOP SHOPIFY INC12.6K shares4.15%2025-09-302025-10-23 CSX CSX CORP39.0K shares0.00%2025-09-302025-10-23 AGG ISHARES TR13.0K shares0.00%2025-09-302025-10-23 CP CANADIAN PACIFIC KANSAS CITY15.4K shares0.00%2025-09-302025-10-23 AXP AMERICAN EXPRESS CO3.4K shares0.00%2025-09-302025-10-23 TSCO TRACTOR SUPPLY CO16.2K shares-7.16%2025-09-302025-10-23 EW EDWARDS LIFESCIENCES CORP11.1K shares0.00%2025-09-302025-10-23 TJX TJX COS INC NEW5.3K shares0.00%2025-09-302025-10-23 PLTR PALANTIR TECHNOLOGIES INC3.8K shares-6.21%2025-09-302025-10-23 BKNG BOOKING HOLDINGS INC116 shares-5.69%2025-09-302025-10-23 TTWO TAKE-TWO INTERACTIVE SOFTWAR1.9K shares0.00%2025-09-302025-10-23 NBIS NEBIUS GROUP N.V.3.6K sharesnew addition2025-09-302025-10-23 RL RALPH LAUREN CORP1.2K shares18.05%2025-09-302025-10-23 CMG CHIPOTLE MEXICAN GRILL INC8.9K shares-38.13%2025-09-302025-10-23 NKE NIKE INC5.0K shares0.00%2025-09-302025-10-23 MAR MARRIOTT INTL INC NEW1.3K shares0.00%2025-09-302025-10-23 XYZ BLOCK INC4.3K shares0.00%2025-09-302025-10-23 FICO FAIR ISAAC CORP200 shares-49.87%2025-09-302025-10-23 FND FLOOR & DECOR HLDGS INC4.0K shares-4.79%2025-09-302025-10-23 JNJ JOHNSON & JOHNSON1.6K shares0.00%2025-09-302025-10-23 SYY SYSCO CORP3.5K shares0.00%2025-09-302025-10-23 RBLX ROBLOX CORP2.0K sharesnew addition2025-09-302025-10-23 VEEV VEEVA SYS INC905 shares0.00%2025-09-302025-10-23 AMGN AMGEN INC926 shares0.00%2025-09-302025-10-23 DIS DISNEY WALT CO2.2K shares0.00%2025-09-302025-10-23 RDDT REDDIT INC1.1K sharesnew addition2025-09-302025-10-23 UI UBIQUITI INC365 sharesnew addition2025-09-302025-10-23 HD HOME DEPOT INC561 shares0.00%2025-09-302025-10-23 OLMA OLEMA PHARMACEUTICALS INC10.0K shares0.00%2025-09-302025-10-23 PLUG PLUG POWER INC10.0K sharesnew addition2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available