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13-F holdings, Q2 2026

Conway Capital Management, Inc.

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$224.7M
Positions
39
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. AAPL$42.1M
    145,418 shares18.7% of the book
  2. AMZN$29.6M
    124,346 shares13.2% of the book
  3. NVDA$26.5M
    132,285 shares11.8% of the book
  4. COST$20.4M
    21,822 shares9.1% of the book
  5. GOOG$15.7M
    44,391 shares7% of the book
  6. NFLX$12.3M
    172,510 shares5.5% of the book
  7. MA$10.9M
    21,189 shares4.8% of the book
  8. BRK-B$9.6M
    19,111 shares4.3% of the book
  9. GOOGL$9.5M
    26,538 shares4.2% of the book
  10. TSLA$7.7M
    18,360 shares3.4% of the book

What changed this quarter

5 new positions and 11 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • AMD

    ADVANCED MICRO DEVICES INC

    +$3M

    +408.4% shares

  • CEG

    CONSTELLATION ENERGY CORP

    +$2.2M

    New

  • HIMS

    HIMS & HERS HEALTH INC

    +$451.4K

    New

  • COST

    COSTCO WHOLESALE CORPORATION

    +$278.8K

    +1.4% shares

  • GOOGL

    ALPHABET INC

    +$259.1K

    +2.8% shares

Largest sells

  • NFLX

    NETFLIX INC.

    −$2.9M

    -18.9% shares

  • INTU

    INTUIT

    −$1.2M

    Sold out, was 0.55% of the book

  • BX

    BLACKSTONE INC

    −$1M

    -27.3% shares

  • TSCO

    TRACTOR SUPPLY CO

    −$680K

    Sold out, was 0.32% of the book

  • AAPL

    APPLE INC

    −$525.2K

    -1.2% shares

What was sold out, by size

  • 2 real positions, 0.25% of the book or more
  • 9 small, between 0.015% and 0.25%

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.