CONWAY CAPITAL MANAGEMENT, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CC CONWAY CAPITAL MANAGEMENT, INC. | Institutional Filer | ▼ 9.34% | $213.7M | 45 |
Current Portfolio Holdings
Showing all 45 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 147K | $37.4M | 17.48% |
| 2 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 125K | $26.1M | 12.20% |
| 3 | NVDA | NVIDIA Corporation | Technology | 133K | $23.2M | 10.85% |
| 4 | COST | Costco Wholesale Corporation | Consumer Defensive | 22K | $21.4M | 10.04% |
| 5 | NFLX | Netflix, Inc. | Communication Services | 213K | $20.4M | 9.57% |
| 6 | GOOG | Alphabet Inc. | Technology | 44K | $12.6M | 5.92% |
| 7 | MA | Mastercard Incorporated | Financial Services | 21K | $10.6M | 4.95% |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 19K | $9.2M | 4.31% |
| 9 | GOOGL | Alphabet Inc. | Technology | 26K | $7.4M | 3.47% |
| 10 | TSLA | Tesla, Inc. | Consumer Cyclical | 18K | $6.7M | 3.14% |
| 11 | MSFT | Microsoft Corporation | Technology | 12K | $4.4M | 2.05% |
| 12 | META | Meta Platforms, Inc. | Technology | 7K | $4.0M | 1.88% |
| 13 | BX | Blackstone Inc. | Financial Services | 33K | $3.7M | 1.75% |
| 14 | SBUX | Starbucks Corporation | Consumer Cyclical | 30K | $2.7M | 1.27% |
| 15 | ISRG | Intuitive Surgical, Inc. | Healthcare | 5K | $2.1M | 1.00% |
Showing 1 to 15 of 45 holdings