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CONWAY CAPITAL MANAGEMENT, INC.

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13F filer, CIK 2044929, Burbank, CA

CONWAY CAPITAL MANAGEMENT, INC. reported $224,651,742 across 39 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-07. Its ten largest share positions make up 82.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-009767

Period
2026-06-30
Reported value
$225M
Holdings
39
Top 10 weight
82.02%
New
5
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMDadded+5,105$2.97M
CEGnew+8,690$2.16M
HIMSnew+13,020$451K
COSTadded+298$279K
GOOGLadded+725$259K

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-40,100-$2.86M
INTUexited-2,730-$1.18M
BXreduced-8,895-$1.05M
TSCOexited-15,005-$680K
AAPLreduced-1,815-$525K

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, Q2 2026

Share positions as resolved from 13F-HR 0001214659-26-009767, largest first. % of portfolio is the value over $224,651,742, 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; 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; 2026Q2: 145,418 shares 145,418$42.1M18.73%-1,815Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 124,346 shares 124,346$29.6M13.19%-835Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 132,285 shares 132,285$26.5M11.78%-701Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 21,822 shares 21,822$20.4M9.09%+298Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 44,391 shares 44,391$15.7M6.98%+300Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 172,510 shares 172,510$12.3M5.48%-40,100Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 21,189 shares 21,189$10.9M4.84%+25Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,111 shares 19,111$9.56M4.26%-108Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 26,538 shares 26,538$9.48M4.22%+725Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 18,360 shares 18,360$7.72M3.44%+325Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,124 shares 7,124$4.01M1.79%+90Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,445 shares 10,445$3.9M1.73%-1,375Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares; 2026Q2: 6,355 shares 6,355$3.69M1.64%+5,105Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 23,675 shares 23,675$2.79M1.24%-8,895Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 26,783 shares 26,783$2.74M1.22%-3,575Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,358 shares 6,358$2.18M0.97%-228Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,690 shares 8,690$2.16M0.96%newTimeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,042 shares 20,042$1.99M0.89%-870Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 39,000 shares 39,000$1.85M0.83%0Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,442 shares 4,442$1.77M0.79%-199Timeline
CLPTCLEARPOINT NEURO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 92,975 shares 92,975$1.66M0.74%-13,000Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 15,353 shares 15,353$1.33M0.59%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,500 shares 11,500$1.31M0.58%-1,030Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,044 shares 13,044$1.29M0.57%0Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 28,750 shares 28,750$1.23M0.55%-150Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,625 shares 3,625$1.23M0.55%0Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,550 shares 10,550$954K0.42%-95Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,184 shares 5,184$785K0.35%0Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,251 shares 1,251$464K0.21%0Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,140 shares 1,140$458K0.2%-50Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,020 shares 13,020$451K0.2%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,575 shares 1,575$400K0.18%0Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500$360K0.16%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250$253K0.11%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120 shares 120$239K0.11%newTimeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 945 shares 945$236K0.11%-200Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200$235K0.1%newTimeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,775 shares 2,775$232K0.1%-375Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,500 shares 7,500$214K0.1%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
INTUINTUIT2,730$1.18Mshares
TSCOTRACTOR SUPPLY CO15,005$680Kshares
PLTRPALANTIR TECHNOLOGIES INC2,275$333Kshares
AMGNAMGEN INC926$326Kshares
FSLYFASTLY INC10,000$291Kshares
NKENIKE INC4,997$264Kshares
XYZBLOCK INC4,250$256Kshares
TPLTEXAS PACIFIC LAND CORPORATI500$237Kshares
DISDISNEY WALT CO2,166$209Kshares
OLMAOLEMA PHARMACEUTICALS INC10,000$149Kshares
PLUGPLUG PWR INC36,000$81.4Kshares

How Q2 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 0001214659-26-009767 base2026-08-07acceptance time not in the bulk data set