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Conway Capital Management, Inc.
Conway Capital Management, Inc. is an independent investment management firm based in Burbank, California. The firm was founded in 2004 by Daniel Conway, who solely owns and operates the company. It is registered with the SEC and manages assets primarily for high net worth individuals. Conway Capital Management focuses on providing personalized portfolio management and investment advisory services tailored to individual client needs. As of March 2025, the firm manages approximately $213 million in assets and maintains a lean structure with one employee who is also the owner and chief investor.
Investment Strategy
Conway Capital Management, Inc. primarily manages equity portfolios with a high concentration in large-cap U.S. growth stocks, as reflected by their significant holdings in companies such as Apple, Amazon, Nvidia, Costco, and Netflix. The strategy is focused on long-term capital appreciation and prioritizes investments in high-quality, established companies with robust growth prospects. The portfolio is actively managed with periodic adjustments to capitalize on market opportunities and reduce risk, with equities making up nearly all managed assets. Portfolio turnover is modest, signifying a patient investment approach centered on fundamental analysis.
Latest 13F Filing Activity
Conway Capital Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 49 equity positions with a total 13F market value of $224M. The fund increased holdings in Netflix Inc., Nvidia Corporation, Amazon Com Inc. among other positions. Conway Capital Management, Inc. reduced exposure to Apple Inc., Berkshire Hathaway Inc. Del, Clearpoint Neuro Inc. among others.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NFLX | NETFLIX INC | 13.82% | $30.9M | 23,063 | $593.21 | $1339.13 | +$8.6M |
A AAPL | APPLE INC | 13.73% | $30.7M | 149,568 | $134.30 | $205.17 | -$3.1M |
A AMZN | AMAZON COM INC | 12.46% | $27.9M | 126,966 | $163.29 | $219.39 | +$2.8M |
N NVDA | NVIDIA CORPORATION | 10.15% | $22.7M | 143,562 | $18.85 | $157.99 | +$7.3M |
C COST | COSTCO WHSL CORP NEW | 9.73% | $21.7M | 21,962 | $533.26 | $989.94 | +$825.1K |
Industry Allocation
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