CONWAY CAPITAL MANAGEMENT, INC.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| COSTCO WHOLESALE CORPORATION(COST) | 21,549 | 21,524 | -25 | 18,582,210 | 21,446,750 | 10.04% | +2,864,540 |
| FASTLY INC(FSLY) | 0 | 10,000 | +10,000 | 0 | 290,600 | 0.14% | +290,600 |
| QUANTA SVCS INC | 0 | 500 | +500 | 0 | 274,510 | 0.13% | +274,510 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 1,250 | +1,250 | 0 | 254,288 | 0.12% | +254,288 |
| TEXAS PACIFIC LAND CORPORATI(TPL) | 0 | 500 | +500 | 0 | 237,280 | 0.11% | +237,280 |
| CSX CORP(CSX) | 39,000 | 39,000 | 0 | 1,413,768 | 1,600,970 | 0.75% | +187,202 |
| STARBUCKS CORP(SBUX) | 30,658 | 30,358 | -300 | 2,581,710 | 2,719,773 | 1.27% | +138,063 |
| PLUG PWR INC(PLUG) | 0 | 36,000 | +36,000 | 0 | 81,360 | 0.04% | +81,360 |
| CANADIAN PACIFIC KANSAS CITY(CP) | 15,353 | 15,353 | 0 | 1,130,464 | 1,207,691 | 0.57% | +77,227 |
| JOHNSON & JOHNSON(JNJ) | 1,575 | 1,575 | 0 | 325,946 | 384,993 | 0.18% | +59,047 |
| AMGEN INC(AMGN) | 926 | 926 | 0 | 303,089 | 325,813 | 0.15% | +22,724 |
| MARRIOTT INTL INC NEW(MAR) | 1,251 | 1,251 | 0 | 388,110 | 409,165 | 0.19% | +21,055 |
| TJX COS INC NEW(TJX) | 5,284 | 5,184 | -100 | 811,742 | 827,955 | 0.39% | +16,213 |
| ISHARES TR | 13,044 | 13,044 | 0 | 1,302,825 | 1,294,868 | 0.61% | -7,957 |
| GOLDMAN SACHS GROUP INC(GS) | 250 | 250 | 0 | 219,750 | 211,498 | 0.10% | -8,252 |
| RALPH LAUREN CORP(RL) | 1,210 | 1,190 | -20 | 427,868 | 409,348 | 0.19% | -18,520 |
| BLOCK INC(XYZ) | 4,270 | 4,250 | -20 | 277,934 | 255,765 | 0.12% | -22,169 |
| SYSCO CORP(SYY) | 3,450 | 3,150 | -300 | 254,231 | 224,690 | 0.11% | -29,541 |
| DISNEY WALT CO(DIS) | 2,166 | 2,166 | 0 | 246,426 | 208,759 | 0.10% | -37,667 |
| NIKE INC(NKE) | 4,997 | 4,997 | 0 | 318,359 | 263,942 | 0.12% | -54,417 |
| EDWARDS LIFESCIENCES CORP | 10,895 | 10,645 | -250 | 928,799 | 852,452 | 0.40% | -76,347 |
| TRACTOR SUPPLY CO(TSCO) | 15,255 | 15,005 | -250 | 762,903 | 679,727 | 0.32% | -83,176 |
| OLEMA PHARMACEUTICALS INC(OLMA) | 10,000 | 10,000 | 0 | 250,000 | 149,100 | 0.07% | -100,900 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 2,525 | 2,275 | -250 | 448,819 | 332,787 | 0.16% | -116,032 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 1,535 | 1,145 | -390 | 393,006 | 226,138 | 0.11% | -166,868 |
| VEEVA SYS INC(VEEV) | 905 | 0 | -905 | 202,023 | 0 | — | -202,023 |
| DECKERS OUTDOOR CORP(DECK) | 22,262 | 20,912 | -1,350 | 2,307,902 | 2,093,082 | 0.98% | -214,820 |
| LEMONADE INC(LMND) | 3,225 | 0 | -3,225 | 229,556 | 0 | — | -229,556 |
| AMERICAN EXPRESS CO(AXP) | 3,625 | 3,625 | 0 | 1,341,069 | 1,096,490 | 0.51% | -244,579 |
| VISA INC(V) | 6,603 | 6,586 | -17 | 2,315,738 | 1,990,553 | 0.93% | -325,185 |
| FAIR ISAAC CORP(FICO) | 200 | 0 | -200 | 338,124 | 0 | — | -338,124 |
| BERKSHIRE HATHAWAY INC DEL | 19,294 | 19,219 | -75 | 9,698,129 | 9,209,745 | 4.31% | -488,384 |
| INTUITIVE SURGICAL INC | 4,796 | 4,641 | -155 | 2,716,263 | 2,139,455 | 1.00% | -576,808 |
| BOOKING HOLDINGS INC(BKNG) | 114 | 0 | -114 | 610,508 | 0 | — | -610,508 |
| SHOPIFY INC(SHOP) | 13,030 | 12,530 | -500 | 2,097,439 | 1,486,309 | 0.70% | -611,130 |
| INTUIT(INTU) | 2,795 | 2,730 | -65 | 1,851,159 | 1,180,199 | 0.55% | -670,960 |
| CLEARPOINT NEURO INC | 126,725 | 105,975 | -20,750 | 1,733,598 | 964,373 | 0.45% | -769,225 |
| META PLATFORMS INC(META) | 7,569 | 7,034 | -535 | 4,996,221 | 4,024,362 | 1.88% | -971,859 |
| BOSTON SCIENTIFIC CORP(BSX) | 29,395 | 28,900 | -495 | 2,802,813 | 1,813,475 | 0.85% | -989,338 |
| ALPHABET INC(GOOG) | 27,093 | 25,813 | -1,280 | 8,480,109 | 7,422,786 | 3.47% | -1,057,323 |
| NETFLIX INC.(NFLX) | 229,655 | 212,610 | -17,045 | 21,532,453 | 20,442,452 | 9.57% | -1,090,001 |
| ALPHABET INC(GOOG) | 44,030 | 44,091 | +61 | 13,816,614 | 12,647,944 | 5.92% | -1,168,670 |
| MICROSOFT CORP(MSFT) | 11,945 | 11,820 | -125 | 5,777,007 | 4,375,537 | 2.05% | -1,401,470 |
| BLACKSTONE INC(BX) | 33,790 | 32,570 | -1,220 | 5,208,327 | 3,745,177 | 1.75% | -1,463,150 |
| MASTERCARD INCORPORATED(MA) | 21,269 | 21,164 | -105 | 12,142,086 | 10,574,839 | 4.95% | -1,567,247 |
| TESLA INC(TSLA) | 18,835 | 18,035 | -800 | 8,470,476 | 6,704,511 | 3.14% | -1,765,965 |
| NVIDIA CORPORATION(NVDA) | 138,699 | 132,986 | -5,713 | 25,867,402 | 23,192,795 | 10.85% | -2,674,607 |
| AMAZON COM INC(AMZN) | 126,291 | 125,181 | -1,110 | 29,150,489 | 26,071,447 | 12.20% | -3,079,042 |
| APPLE INC(AAPL) | 149,598 | 147,233 | -2,365 | 40,669,706 | 37,366,257 | 17.48% | -3,303,449 |