Conway Capital Management, Inc. Top Holdings and 13F Report (2025) About Conway Capital Management, Inc.Investment ActivityConway Capital Management, Inc. has $223.55 million in total holdings as of June 30, 2025.Conway Capital Management, Inc. owns shares of 49 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.60% of the portfolio was purchased this quarter.About 2.54% of the portfolio was sold this quarter.This quarter, Conway Capital Management, Inc. has purchased 43 new stocks and bought additional shares in 6 stocks.Conway Capital Management, Inc. sold shares of 24 stocks and completely divested from 0 stocks this quarter.Largest Holdings Netflix $30,884,355Apple $30,686,862Amazon.com $27,855,071NVIDIA $22,681,393Costco Wholesale $21,740,655 Largest New Holdings this Quarter 464287226 - iShares Core U.S. Aggregate Bond ETF $1,293,955 HoldingG32089107 - ETORO GROUP LTD $389,552 Holding751212101 - Ralph Lauren $281,137 Holding22788C105 - CrowdStrike $249,562 Holding24703L202 - Dell Technologies $245,200 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 13,044 shares (about $1.29M)ETORO GROUP LTD 5,850 shares (about $389.55K)NVIDIA 1,853 shares (about $292.76K)Ralph Lauren 1,025 shares (about $281.14K)CrowdStrike 490 shares (about $249.56K) Largest Sales this Quarter Netflix 795 shares (about $1.06M)Amazon.com 4,615 shares (about $1.01M)ClearPoint Neuro 47,100 shares (about $562.37K)Apple 2,555 shares (about $524.21K)Meta Platforms 630 shares (about $465.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofConway Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNFLXNetflix$30,884,355$1,064,608 ▼-3.3%23,06313.8%Consumer DiscretionaryAAPLApple$30,686,862$524,209 ▼-1.7%149,56813.7%Computer and TechnologyAMZNAmazon.com$27,855,071$1,012,485 ▼-3.5%126,96612.5%Retail/WholesaleNVDANVIDIA$22,681,393$292,756 ▲1.3%143,56210.1%Computer and TechnologyCOSTCostco Wholesale$21,740,655$151,458 ▼-0.7%21,9629.7%Retail/WholesaleMAMastercard$11,996,896$116,884 ▼-1.0%21,3495.4%Business ServicesBRK.BBerkshire Hathaway$9,662,451$158,847 ▲1.7%19,8914.3%FinanceGOOGAlphabet$7,390,067$88,695 ▼-1.2%41,6603.3%Computer and TechnologyMETAMeta Platforms$5,826,482$464,997 ▼-7.4%7,8942.6%Computer and TechnologyMSFTMicrosoft$5,352,303$79,588 ▲1.5%10,7602.4%Computer and TechnologyTSLATesla$4,971,379$138,182 ▲2.9%15,6502.2%Auto/Tires/TrucksBXBlackstone$4,936,827$138,360 ▼-2.7%33,0052.2%FinanceGOOGLAlphabet$4,470,603$17,094 ▼-0.4%25,3682.0%Computer and TechnologySBUXStarbucks$3,906,920$128,282 ▼-3.2%42,6381.7%Retail/WholesaleBSXBoston Scientific$3,184,169$185,282 ▼-5.5%29,6451.4%MedicalISRGIntuitive Surgical$2,826,819$82,598 ▼-2.8%5,2021.3%MedicalINTUIntuit$2,642,136$94,503 ▼-3.5%3,3551.2%Computer and TechnologyDECKDeckers Outdoor$2,495,634$9,792 ▼-0.4%24,2131.1%Retail/WholesaleCLPTClearPoint Neuro$1,960,847$562,374 ▼-22.3%164,2250.9%MedicalVVisa$1,911,944$355,050 ▼-15.7%5,3850.9%Business ServicesSHOPShopify$1,390,544$164,374 ▼-10.6%12,0550.6%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,293,955$1,293,955 ▲New Holding13,0440.6%FinanceCSXCSX$1,272,5860.0%39,0000.6%TransportationCPCanadian Pacific Kansas City$1,217,0560.0%15,3530.5%TransportationAXPAmerican Express$1,076,5580.0%3,3750.5%FinanceTSCOTractor Supply$921,100$35,884 ▼-3.7%17,4550.4%Retail/WholesaleEWEdwards Lifesciences$871,6500.0%11,1450.4%MedicalCMGChipotle Mexican Grill$809,964$129,145 ▼-13.8%14,4250.4%Retail/WholesaleFICOFair Isaac$729,356$51,183 ▼-6.6%3990.3%Computer and TechnologyBKNGBooking$712,077$28,946 ▼-3.9%1230.3%Retail/WholesaleTJXTJX Companies$655,6620.0%5,3090.3%Retail/WholesalePALANTIR TECHNOLOGIES INC$548,688$132,230 ▲31.8%4,0250.2%CL ATTWOTake-Two Interactive Software$451,701$103,211 ▲29.6%1,8600.2%Consumer DiscretionaryETORO GROUP LTD$389,552$389,552 ▲New Holding5,8500.2%SHS CL ANKENIKE$354,987$53,280 ▼-13.1%4,9970.2%Consumer DiscretionaryMARMarriott International$341,7860.0%1,2510.2%Consumer DiscretionaryFNDFloor & Decor$317,133$205,092 ▼-39.3%4,1750.1%Retail/WholesaleBLOCK INC$290,0610.0%4,2700.1%CL ARLRalph Lauren$281,137$281,137 ▲New Holding1,0250.1%Consumer DiscretionaryDISWalt Disney$268,606$6,201 ▼-2.3%2,1660.1%Consumer DiscretionarySYYSysco$261,3030.0%3,4500.1%Consumer StaplesVEEVVeeva Systems$260,6220.0%9050.1%MedicalAMGNAmgen$258,5480.0%9260.1%MedicalCRWDCrowdStrike$249,562$249,562 ▲New Holding4900.1%Computer and TechnologyDELLDell Technologies$245,200$245,200 ▲New Holding2,0000.1%Computer and TechnologyJNJJohnson & Johnson$240,5810.0%1,5750.1%MedicalHDHome Depot$205,6850.0%5610.1%Retail/WholesaleBJBJ's Wholesale Club$205,416$205,416 ▲New Holding1,9050.1%Consumer StaplesOLMAOlema Pharmaceuticals$42,6000.0%10,0000.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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