Long-term investor
Conway Capital Management, Inc. @conwaycapitalmanagementi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002044929).
Record
- Tracked since 2025-06-30 (446 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +6.2% · 6 months n/a · 1 year +7.8% · all +7.8%
- Max drawdown n/a · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 18.7% · long · since 2025-06-30
- AMZN · 13.2% · long · since 2025-06-30
- NVDA · 11.8% · long · since 2025-06-30
- COST · 9.1% · long · since 2025-06-30
- 02079K107 · 7.0% · long · since 2025-06-30
- NFLX · 5.5% · long · since 2025-06-30
- MA · 4.8% · long · since 2025-06-30
- BRK-B · 4.3% · long · since 2025-06-30
- GOOGL · 4.2% · long · since 2025-06-30
- TSLA · 3.4% · long · since 2025-06-30
- META · 1.8% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30