CONWAY CAPITAL MANAGEMENT, INC. — 13F holdings

CONWAY CAPITAL MANAGEMENT, INC. reported 39 holdings worth $225M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. AAPL APPLE INC — $42.1M (18.7%)
2. AMZN AMAZON COM INC — $29.6M (13.2%)
3. NVDA NVIDIA CORPORATION — $26.5M (11.8%)
4. COST COSTCO WHSL CORP NEW — $20.4M (9.1%)
5. GOOG ALPHABET INC — $15.7M (7.0%)
6. NFLX NETFLIX INC — $12.3M (5.5%)
7. MA MASTERCARD INCORPORATED — $10.9M (4.8%)
8. BRK.B BERKSHIRE HATHAWAY INC DEL — $9.56M (4.3%)
9. GOOGL ALPHABET INC — $9.48M (4.2%)
10. TSLA TESLA INC — $7.72M (3.4%)