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

Currently, CONWAY CAPITAL MANAGEMENT, INC. holds 45 types of securities in its portfolio with a total value $213.7M. In the most recent quarter, they have increased their positions in FSLY (+10.0K shares, valued at $290.6K), PWR (+500 shares, valued at $274.5K), AMD (+1.3K shares, valued at $254.3K); decreased their positions in NFLX (-17.0K shares, valued at $1.6M), NVDA (-5.7K shares, valued at $996.3K), AAPL (-2.4K shares, valued at $600.2K); initiated new positions in FSLY (+10.0K shares, valued at $290.6K), PWR (+500 shares, valued at $274.5K), AMD (+1.3K shares, valued at $254.3K).

1M P&L

+8.2M+4.22%

3M P&L

+18.0M+9.78%

HY P&L

+10.0M+5.24%

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 Electronics37.4M

20.8%

2Internet Retail26.1M

14.5%

3Semiconductors23.4M

13.1%

Top Industries by Stock Count

1Credit Services3 stocks

7.5%

2Software - Infrastructure3 stocks

7.5%

3Medical Devices3 stocks

7.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC147.2K shares-1.58%2026-03-312026-05-07

AMZN AMAZON COM INC125.2K shares-0.88%2026-03-312026-05-07

NVDA NVIDIA CORPORATION133.0K shares-4.12%2026-03-312026-05-07

COST COSTCO WHOLESALE CORPORATION21.5K shares-0.12%2026-03-312026-05-07

NFLX NETFLIX INC.212.6K shares-7.42%2026-03-312026-05-07

ALPHABET INC ALPHABET INC44.1K shares0.14%2026-03-312026-05-07

MA MASTERCARD INCORPORATED21.2K shares-0.49%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL19.2K shares-0.39%2026-03-312026-05-07

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ALPHABET INC ALPHABET INC25.8K shares-4.72%2026-03-312026-05-07

TSLA TESLA INC18.0K shares-4.25%2026-03-312026-05-07

MSFT MICROSOFT CORP11.8K shares-1.05%2026-03-312026-05-07

META META PLATFORMS INC7.0K shares-7.07%2026-03-312026-05-07

BLACKSTONE INC BLACKSTONE INC32.6K shares-3.61%2026-03-312026-05-07

SBUX STARBUCKS CORP30.4K shares-0.98%2026-03-312026-05-07

ISRG INTUITIVE SURGICAL INC4.6K shares-3.23%2026-03-312026-05-07

DECK DECKERS OUTDOOR CORP20.9K shares-6.06%2026-03-312026-05-07

Sponsored

V VISA INC6.6K shares-0.26%2026-03-312026-05-07

BSX BOSTON SCIENTIFIC CORP28.9K shares-1.68%2026-03-312026-05-07

CSX CSX CORP39.0K shares0.00%2026-03-312026-05-07

SHOP SHOPIFY INC12.5K shares-3.84%2026-03-312026-05-07

AGG ISHARES TR13.0K shares0.00%2026-03-312026-05-07

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY15.4K shares0.00%2026-03-312026-05-07

INTU INTUIT2.7K shares-2.33%2026-03-312026-05-07

AXP AMERICAN EXPRESS CO3.6K shares0.00%2026-03-312026-05-07

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CLPT CLEARPOINT NEURO INC106.0K shares-16.37%2026-03-312026-05-07

EW EDWARDS LIFESCIENCES CORP10.6K shares-2.29%2026-03-312026-05-07

TJX TJX COS INC NEW5.2K shares-1.89%2026-03-312026-05-07

TSCO TRACTOR SUPPLY CO15.0K shares-1.64%2026-03-312026-05-07

RL RALPH LAUREN CORP1.2K shares-1.65%2026-03-312026-05-07

MAR MARRIOTT INTL INC NEW1.3K shares0.00%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON1.6K shares0.00%2026-03-312026-05-07

PLTR PALANTIR TECHNOLOGIES INC2.3K shares-9.90%2026-03-312026-05-07

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AMGN AMGEN INC926 shares0.00%2026-03-312026-05-07

FSLY FASTLY INC10.0K sharesnew addition2026-03-312026-05-07

PWR QUANTA SVCS INC500 sharesnew addition2026-03-312026-05-07

NKE NIKE INC5.0K shares0.00%2026-03-312026-05-07

XYZ BLOCK INC4.3K shares-0.47%2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2026-03-312026-05-07

TPL TEXAS PACIFIC LAND CORPORATI500 sharesnew addition2026-03-312026-05-07

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.1K shares-25.41%2026-03-312026-05-07

Sponsored

SYY SYSCO CORP3.1K shares-8.70%2026-03-312026-05-07

GS GOLDMAN SACHS GROUP INC250 shares0.00%2026-03-312026-05-07

DIS DISNEY WALT CO2.2K shares0.00%2026-03-312026-05-07

OLMA OLEMA PHARMACEUTICALS INC10.0K shares0.00%2026-03-312026-05-07

PLUG PLUG PWR INC36.0K sharesnew addition2026-03-312026-05-07

AAPL

APPLE INC

-1.58%

Shares147.2K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

-0.88%

Shares125.2K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

-4.12%

Shares133.0K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE CORPORATION

-0.12%

Shares21.5K

Event2026-03-31

Filed2026-05-07

NFLX

NETFLIX INC.

-7.42%

Shares212.6K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

0.14%

Shares44.1K

Event2026-03-31

Filed2026-05-07

MASTERCARD INCORPORATED

-0.49%

Shares21.2K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

-0.39%

Shares19.2K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

-4.72%

Shares25.8K

Event2026-03-31

Filed2026-05-07

TSLA

TESLA INC

-4.25%

Shares18.0K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

-1.05%

Shares11.8K

Event2026-03-31

Filed2026-05-07