CONWAY CAPITAL MANAGEMENT, INC.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLE INC(AAPL) | 149,568 | 147,683 | -1,885 | 30,686,862 | 37,604,516 | 15.78% | +6,917,654 |
| NVIDIA CORPORATION(NVDA) | 143,562 | 141,812 | -1,750 | 22,681,393 | 26,459,322 | 11.10% | +3,777,929 |
| TESLA INC(TSLA) | 15,650 | 18,375 | +2,725 | 4,971,379 | 8,171,730 | 3.43% | +3,200,351 |
| ALPHABET INC(GOOG) | 41,660 | 42,300 | +640 | 7,390,067 | 10,302,165 | 4.32% | +2,912,098 |
| ALPHABET INC(GOOG) | 25,368 | 25,693 | +325 | 4,470,603 | 6,245,968 | 2.62% | +1,775,365 |
| CLEARPOINT NEURO INC | 164,225 | 146,425 | -17,800 | 1,960,847 | 3,190,601 | 1.34% | +1,229,754 |
| MICROSOFT CORP(MSFT) | 10,760 | 12,045 | +1,285 | 5,352,303 | 6,238,886 | 2.62% | +886,583 |
| BLACKSTONE INC(BX) | 33,005 | 33,790 | +785 | 4,936,827 | 5,772,951 | 2.42% | +836,124 |
| SHOPIFY INC(SHOP) | 12,055 | 12,555 | +500 | 1,390,544 | 1,865,799 | 0.78% | +475,255 |
| NEBIUS GROUP N.V.(NBIS) | 0 | 3,650 | +3,650 | 0 | 409,786 | 0.17% | +409,786 |
| ROBLOX CORP(RBLX) | 0 | 1,975 | +1,975 | 0 | 273,577 | 0.11% | +273,577 |
| VISA INC(V) | 5,385 | 6,378 | +993 | 1,911,944 | 2,177,322 | 0.91% | +265,378 |
| REDDIT INC(RDDT) | 0 | 1,075 | +1,075 | 0 | 247,239 | 0.10% | +247,239 |
| UBIQUITI INC(UI) | 0 | 365 | +365 | 0 | 241,112 | 0.10% | +241,112 |
| BERKSHIRE HATHAWAY INC DEL | 19,891 | 19,532 | -359 | 9,662,451 | 9,819,518 | 4.12% | +157,067 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 4,025 | 3,775 | -250 | 548,688 | 688,636 | 0.29% | +139,948 |
| MASTERCARD INCORPORATED(MA) | 21,349 | 21,314 | -35 | 11,996,896 | 12,123,656 | 5.09% | +126,760 |
| CSX CORP(CSX) | 39,000 | 39,000 | 0 | 1,272,586 | 1,384,907 | 0.58% | +112,321 |
| TJX COS INC NEW(TJX) | 5,309 | 5,309 | 0 | 655,662 | 767,426 | 0.32% | +111,764 |
| RALPH LAUREN CORP(RL) | 1,025 | 1,210 | +185 | 281,137 | 379,408 | 0.16% | +98,271 |
| OLEMA PHARMACEUTICALS INC(OLMA) | 10,000 | 10,000 | 0 | 42,600 | 97,900 | 0.04% | +55,300 |
| JOHNSON & JOHNSON(JNJ) | 1,575 | 1,575 | 0 | 240,581 | 292,037 | 0.12% | +51,456 |
| AMERICAN EXPRESS CO(AXP) | 3,375 | 3,375 | 0 | 1,076,558 | 1,121,040 | 0.47% | +44,482 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 1,860 | 1,860 | 0 | 451,701 | 480,550 | 0.20% | +28,849 |
| PLUG POWER INC(PLUG) | 0 | 10,000 | +10,000 | 0 | 23,300 | 0.01% | +23,300 |
| SYSCO CORP(SYY) | 3,450 | 3,450 | 0 | 261,303 | 284,073 | 0.12% | +22,770 |
| HOME DEPOT INC(HD) | 561 | 561 | 0 | 205,685 | 227,312 | 0.10% | +21,627 |
| BLOCK INC(XYZ) | 4,270 | 4,270 | 0 | 290,061 | 308,593 | 0.13% | +18,532 |
| ISHARES TR | 13,044 | 13,044 | 0 | 1,293,955 | 1,307,651 | 0.55% | +13,696 |
| VEEVA SYS INC(VEEV) | 905 | 905 | 0 | 260,622 | 269,609 | 0.11% | +8,987 |
| META PLATFORMS INC(META) | 7,894 | 7,944 | +50 | 5,826,482 | 5,833,915 | 2.45% | +7,433 |
| AMGEN INC(AMGN) | 926 | 926 | 0 | 258,548 | 261,317 | 0.11% | +2,769 |
| TRACTOR SUPPLY CO(TSCO) | 17,455 | 16,205 | -1,250 | 921,100 | 921,578 | 0.39% | +478 |
| EDWARDS LIFESCIENCES CORP | 11,145 | 11,145 | 0 | 871,650 | 866,747 | 0.36% | -4,903 |
| NIKE INC(NKE) | 4,997 | 4,997 | 0 | 354,987 | 348,441 | 0.15% | -6,546 |
| MARRIOTT INTL INC NEW(MAR) | 1,251 | 1,251 | 0 | 341,786 | 325,810 | 0.14% | -15,976 |
| DISNEY WALT CO(DIS) | 2,166 | 2,166 | 0 | 268,606 | 248,007 | 0.10% | -20,599 |
| FLOOR & DECOR HLDGS INC(FND) | 4,175 | 3,975 | -200 | 317,133 | 292,958 | 0.12% | -24,175 |
| CANADIAN PACIFIC KANSAS CITY(CP) | 15,353 | 15,353 | 0 | 1,217,056 | 1,143,668 | 0.48% | -73,388 |
| BOOKING HOLDINGS INC(BKNG) | 123 | 116 | -7 | 712,077 | 626,315 | 0.26% | -85,762 |
| AMAZON COM INC(AMZN) | 126,966 | 126,316 | -650 | 27,855,071 | 27,735,204 | 11.64% | -119,867 |
| BJS WHSL CLUB HLDGS INC(BJ) | 1,905 | 0 | -1,905 | 205,416 | 0 | — | -205,416 |
| DELL TECHNOLOGIES INC(DELL) | 2,000 | 0 | -2,000 | 245,200 | 0 | — | -245,200 |
| CROWDSTRIKE HLDGS INC(CRWD) | 490 | 0 | -490 | 249,562 | 0 | — | -249,562 |
| BOSTON SCIENTIFIC CORP(BSX) | 29,645 | 29,645 | 0 | 3,184,169 | 2,894,241 | 1.21% | -289,928 |
| DECKERS OUTDOOR CORP(DECK) | 24,213 | 21,212 | -3,001 | 2,495,634 | 2,150,260 | 0.90% | -345,374 |
| ETORO GROUP LTD(ETOR) | 5,850 | 0 | -5,850 | 389,552 | 0 | — | -389,552 |
| FAIR ISAAC CORP(FICO) | 399 | 200 | -199 | 729,356 | 299,306 | 0.13% | -430,050 |
| CHIPOTLE MEXICAN GRILL INC(CMG) | 14,425 | 8,925 | -5,500 | 809,964 | 349,771 | 0.15% | -460,193 |
| INTUITIVE SURGICAL INC | 5,202 | 5,046 | -156 | 2,826,819 | 2,256,723 | 0.95% | -570,096 |
| INTUIT(INTU) | 3,355 | 2,795 | -560 | 2,642,136 | 1,908,419 | 0.80% | -733,717 |
| STARBUCKS CORP(SBUX) | 42,638 | 32,533 | -10,105 | 3,906,920 | 2,752,292 | 1.15% | -1,154,628 |
| COSTCO WHSL CORP NEW(COST) | 21,962 | 21,699 | -263 | 21,740,655 | 20,084,865 | 8.43% | -1,655,790 |
| NETFLIX INC(NFLX) | 23,063 | 23,558 | +495 | 30,884,355 | 28,244,157 | 11.85% | -2,640,198 |