Conway Capital Management, Inc. - Q42025 Holdings

Conway Capital Management, Inc. holds 44 stocks with a total portfolio value of $ 235.72M as of Q42025. In Q42025, Conway Capital Management, Inc. added 2 new positions, increased stakes in 9 stocks, reduced 17 holdings, and fully exited 8 positions. The largest holding is Apple Inc (AAPL), representing 17.25% of the total portfolio.