Titelia

Holdings of CONWAY CAPITAL MANAGEMENT, INC.

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
43 in 1 countries
Top ten
83.0 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Apple Inc 147,23337.4M $
2Amazon.com Inc 125,18126.1M $
3NVIDIA Corp 132,98623.2M $
4Costco Wholesale Corp 21,52421.4M $
5Netflix Inc 212,61020.4M $
6Alphabet Inc 44,09112.6M $
7Mastercard Inc 21,16410.6M $
8Berkshire Hathaway Inc 19,2199.2M $
9Alphabet Inc 25,8137.4M $
10Tesla Inc 18,0356.7M $
11Microsoft Corp 11,8204.4M $
12Meta Platforms Inc 7,0344M $
13Blackstone Inc 32,5703.7M $
14Starbucks Corp 30,3582.7M $
15Intuitive Surgical Inc 4,6412.1M $
16Deckers Outdoor Corp 20,9122.1M $
17Visa Inc 6,5862M $
18Boston Scientific Corp 28,9001.8M $
19CSX Corp 39,0001.6M $
20iShares Core U.S. Aggregate Bond ETF 13,0441.3M $
21Intuit Inc 2,7301.2M $
22American Express Co 3,6251.1M $
23ClearPoint Neuro Inc 105,975964.4K $
24Edwards Lifesciences Corp 10,645852.5K $
25TJX Cos Inc/The 5,184828K $
26Tractor Supply Co 15,005679.7K $
27Ralph Lauren Corp 1,190409.3K $
28Marriott International Inc/MD 1,251409.2K $
29Johnson & Johnson 1,575385K $
30Palantir Technologies Inc 2,275332.8K $
31Amgen Inc 926325.8K $
32Fastly Inc 10,000290.6K $
33Quanta Services Inc 500274.5K $
34NIKE Inc 4,997263.9K $
35Block Inc 4,250255.8K $
36Advanced Micro Devices Inc 1,250254.3K $
37Texas Pacific Land Corp 500237.3K $
38Take-Two Interactive Software Inc 1,145226.1K $
39Sysco Corp 3,150224.7K $
40Goldman Sachs Group Inc/The 250211.5K $
41Walt Disney Co/The 2,166208.8K $
42Olema Pharmaceuticals Inc 10,000149.1K $
43Plug Power Inc 36,00081.4K $

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Sector breakdown

  • Technology 31.6 %
  • Communication 21.3 %
  • Consumer discretionary 17.9 %
  • Financials 12.8 %
  • Consumer staples 10.3 %
  • Health care 2.6 %
  • Industrials 0.9 %
  • Unattributed 2.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States43211M $100.00 %
Cite this page

Titelia. "Holdings of CONWAY CAPITAL MANAGEMENT, INC.". https://titelia.com/en/funds/US13F2044929