CONWAY CAPITAL MANAGEMENT, INC.: 13F holdings
CIK 20449292026Q2
| Positions | 39 |
|---|---|
| Reported value | $224.7m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 145,418 | $42.1m | 18.7% |
| AMZN AMAZON COM INC | 124,346 | $29.6m | 13.2% |
| NVDA NVIDIA CORPORATION | 132,285 | $26.5m | 11.8% |
| COST COSTCO WHOLESALE CORPORATION | 21,822 | $20.4m | 9.1% |
| GOOG ALPHABET INC | 44,391 | $15.7m | 7.0% |
| NFLX NETFLIX INC. | 172,510 | $12.3m | 5.5% |
| MA MASTERCARD INCORPORATED | 21,189 | $10.9m | 4.8% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 19,111 | $9.6m | 4.3% |
| GOOGL ALPHABET INC | 26,538 | $9.5m | 4.2% |
| TSLA TESLA INC | 18,360 | $7.7m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2044929")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.