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CONWAY CAPITAL MANAGEMENT, INC.

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13F filer, CIK 2044929, Burbank, CA

CONWAY CAPITAL MANAGEMENT, INC. reported $213,712,010 across 45 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-07. Its ten largest share positions make up 81.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-005692

Period
2026-03-31
Reported value
$214M
Holdings
45
Top 10 weight
81.92%
New
5
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FSLYnew+10,000$291K
PWRnew+500$275K
AMDnew+1,250$254K
TPLnew+500$237K
PLUGnew+36,000$81.4K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NFLXreduced-17,045-$1.64M
NVDAreduced-5,713-$996K
BKNGexited-114-$611K
AAPLreduced-2,365-$600K
GOOGLreduced-1,280-$368K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001214659-26-005692, largest first. % of portfolio is the value over $213,712,010, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,045 shares; 2024Q4: 157,755 shares; 2025Q1: 152,123 shares; 2025Q2: 149,568 shares; 2025Q3: 147,683 shares; 2025Q4: 149,598 shares; 2026Q1: 147,233 shares 147,233$37.4M17.48%-2,365Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,576 shares; 2024Q4: 132,521 shares; 2025Q1: 131,581 shares; 2025Q2: 126,966 shares; 2025Q3: 126,316 shares; 2025Q4: 126,291 shares; 2026Q1: 125,181 shares 125,181$26.1M12.2%-1,110Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,575 shares; 2024Q4: 214,022 shares; 2025Q1: 141,709 shares; 2025Q2: 143,562 shares; 2025Q3: 141,812 shares; 2025Q4: 138,699 shares; 2026Q1: 132,986 shares 132,986$23.2M10.85%-5,713Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,218 shares; 2024Q4: 20,271 shares; 2025Q1: 22,115 shares; 2025Q2: 21,962 shares; 2025Q3: 21,699 shares; 2025Q4: 21,549 shares; 2026Q1: 21,524 shares 21,524$21.4M10.04%-25Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,891 shares; 2024Q4: 19,796 shares; 2025Q1: 23,858 shares; 2025Q2: 23,063 shares; 2025Q3: 23,558 shares; 2025Q4: 229,655 shares; 2026Q1: 212,610 shares 212,610$20.4M9.57%-17,045Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,565 shares; 2024Q4: 37,915 shares; 2025Q1: 42,160 shares; 2025Q2: 41,660 shares; 2025Q3: 42,300 shares; 2025Q4: 44,030 shares; 2026Q1: 44,091 shares 44,091$12.6M5.92%+61Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,027 shares; 2024Q4: 19,997 shares; 2025Q1: 21,557 shares; 2025Q2: 21,349 shares; 2025Q3: 21,314 shares; 2025Q4: 21,269 shares; 2026Q1: 21,164 shares 21,164$10.6M4.95%-105Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,685 shares; 2024Q4: 12,515 shares; 2025Q1: 19,564 shares; 2025Q2: 19,891 shares; 2025Q3: 19,532 shares; 2025Q4: 19,294 shares; 2026Q1: 19,219 shares 19,219$9.21M4.31%-75Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,205 shares; 2024Q4: 25,815 shares; 2025Q1: 25,465 shares; 2025Q2: 25,368 shares; 2025Q3: 25,693 shares; 2025Q4: 27,093 shares; 2026Q1: 25,813 shares 25,813$7.42M3.47%-1,280Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,310 shares; 2024Q4: 12,575 shares; 2025Q1: 15,215 shares; 2025Q2: 15,650 shares; 2025Q3: 18,375 shares; 2025Q4: 18,835 shares; 2026Q1: 18,035 shares 18,035$6.7M3.14%-800Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,775 shares; 2024Q4: 10,775 shares; 2025Q1: 10,600 shares; 2025Q2: 10,760 shares; 2025Q3: 12,045 shares; 2025Q4: 11,945 shares; 2026Q1: 11,820 shares 11,820$4.38M2.05%-125Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,717 shares; 2024Q4: 6,859 shares; 2025Q1: 8,524 shares; 2025Q2: 7,894 shares; 2025Q3: 7,944 shares; 2025Q4: 7,569 shares; 2026Q1: 7,034 shares 7,034$4.02M1.88%-535Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,567 shares; 2024Q4: 16,388 shares; 2025Q1: 33,930 shares; 2025Q2: 33,005 shares; 2025Q3: 33,790 shares; 2025Q4: 33,790 shares; 2026Q1: 32,570 shares 32,570$3.75M1.75%-1,220Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,978 shares; 2024Q4: 31,878 shares; 2025Q1: 44,038 shares; 2025Q2: 42,638 shares; 2025Q3: 32,533 shares; 2025Q4: 30,658 shares; 2026Q1: 30,358 shares 30,358$2.72M1.27%-300Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,569 shares; 2024Q4: 4,951 shares; 2025Q1: 5,354 shares; 2025Q2: 5,202 shares; 2025Q3: 5,046 shares; 2025Q4: 4,796 shares; 2026Q1: 4,641 shares 4,641$2.14M1%-155Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,604 shares; 2024Q4: 56,589 shares; 2025Q1: 24,308 shares; 2025Q2: 24,213 shares; 2025Q3: 21,212 shares; 2025Q4: 22,262 shares; 2026Q1: 20,912 shares 20,912$2.09M0.98%-1,350Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 5,935 shares; 2025Q1: 6,385 shares; 2025Q2: 5,385 shares; 2025Q3: 6,378 shares; 2025Q4: 6,603 shares; 2026Q1: 6,586 shares 6,586$1.99M0.93%-17Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,925 shares; 2024Q4: 31,925 shares; 2025Q1: 31,370 shares; 2025Q2: 29,645 shares; 2025Q3: 29,645 shares; 2025Q4: 29,395 shares; 2026Q1: 28,900 shares 28,900$1.81M0.85%-495Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,000 shares; 2024Q4: 39,000 shares; 2025Q1: 39,000 shares; 2025Q2: 39,000 shares; 2025Q3: 39,000 shares; 2025Q4: 39,000 shares; 2026Q1: 39,000 shares 39,000$1.6M0.75%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,776 shares; 2024Q4: 11,676 shares; 2025Q1: 13,480 shares; 2025Q2: 12,055 shares; 2025Q3: 12,555 shares; 2025Q4: 13,030 shares; 2026Q1: 12,530 shares 12,530$1.49M0.7%-500Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,044 shares; 2025Q3: 13,044 shares; 2025Q4: 13,044 shares; 2026Q1: 13,044 shares 13,044$1.29M0.61%0Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,358 shares; 2024Q4: 15,358 shares; 2025Q1: 15,353 shares; 2025Q2: 15,353 shares; 2025Q3: 15,353 shares; 2025Q4: 15,353 shares; 2026Q1: 15,353 shares 15,353$1.21M0.57%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 3,610 shares; 2025Q1: 3,475 shares; 2025Q2: 3,355 shares; 2025Q3: 2,795 shares; 2025Q4: 2,795 shares; 2026Q1: 2,730 shares 2,730$1.18M0.55%-65Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 1,050 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,625 shares; 2026Q1: 3,625 shares 3,625$1.1M0.51%0Timeline
CLPTCLEARPOINT NEURO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,500 shares; 2024Q4: 161,225 shares; 2025Q1: 211,325 shares; 2025Q2: 164,225 shares; 2025Q3: 146,425 shares; 2025Q4: 126,725 shares; 2026Q1: 105,975 shares 105,975$964K0.45%-20,750Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,175 shares; 2024Q4: 11,175 shares; 2025Q1: 11,145 shares; 2025Q2: 11,145 shares; 2025Q3: 11,145 shares; 2025Q4: 10,895 shares; 2026Q1: 10,645 shares 10,645$852K0.4%-250Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 5,304 shares; 2025Q1: 5,309 shares; 2025Q2: 5,309 shares; 2025Q3: 5,309 shares; 2025Q4: 5,284 shares; 2026Q1: 5,184 shares 5,184$828K0.39%-100Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 19,810 shares; 2025Q1: 18,135 shares; 2025Q2: 17,455 shares; 2025Q3: 16,205 shares; 2025Q4: 15,255 shares; 2026Q1: 15,005 shares 15,005$680K0.32%-250Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,025 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 1,190 shares 1,190$409K0.19%-20Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares; 2026Q1: 1,251 shares 1,251$409K0.19%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares 1,575$385K0.18%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,055 shares; 2025Q2: 4,025 shares; 2025Q3: 3,775 shares; 2025Q4: 2,525 shares; 2026Q1: 2,275 shares 2,275$333K0.16%-250Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 926 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 926 shares 926$326K0.15%0Timeline
FSLYFASTLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000$291K0.14%newTimeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500$275K0.13%newTimeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,097 shares; 2024Q4: 5,847 shares; 2025Q1: 5,747 shares; 2025Q2: 4,997 shares; 2025Q3: 4,997 shares; 2025Q4: 4,997 shares; 2026Q1: 4,997 shares 4,997$264K0.12%0Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 4,270 shares; 2025Q1: 4,270 shares; 2025Q2: 4,270 shares; 2025Q3: 4,270 shares; 2025Q4: 4,270 shares; 2026Q1: 4,250 shares 4,250$256K0.12%-20Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250$254K0.12%newTimeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500$237K0.11%newTimeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,435 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,535 shares; 2026Q1: 1,145 shares 1,145$226K0.11%-390Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,775 shares; 2024Q4: 3,650 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,150 shares 3,150$225K0.11%-300Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares 250$211K0.1%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,216 shares; 2025Q1: 2,216 shares; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares; 2025Q4: 2,166 shares; 2026Q1: 2,166 shares 2,166$209K0.1%0Timeline
OLMAOLEMA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$149K0.07%0Timeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: not reported; 2026Q1: 36,000 shares 36,000$81.4K0.04%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BKNGBOOKING HOLDINGS INC114$611Kshares
FICOFAIR ISAAC CORP200$338Kshares
LMNDLEMONADE INC3,225$230Kshares
VEEVVEEVA SYS INC905$202Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-005692 base2026-05-07acceptance time not in the bulk data set