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CONWAY CAPITAL MANAGEMENT, INC.

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BURBANK CA Investment Advisor
13F Summary

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85

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Conway Capital Management is based out of Burbank. Conway Capital Management is a large advisory firm with 68 clients and discretionary assets under management (AUM) of $208,906,232 (Form ADV from 2025-03-21). Their last reported 13F filing for Q1 2025 included $199,998,127 in managed 13F securities and a top 10 holdings concentration of 77.91%. Conway Capital Management's largest holding is Apple Inc with shares held of 152,123. Whalewisdom has at least 18 13F filings
Investment Strategy
Conway's investment philosophy centers on building a secure financial future through long-term investment programs and diversification across multiple equity and asset classes, typically with a time horizon of 3 years or more. While their primary focus is long-term, market developments may necessitate quicker selling of securities. They conduct fundamental analysis on securities, utilizing internal research, third-party analysis, and reviews of statements from other investment advisors. After developing an investment policy for each client, Conway creates a unique long-term investment strategy. This strategy integrates the client’s needs and goals with current developments in the economic and financial markets. Depending on a client’s investment objectives, Conway may use mutual funds as well as equities.
Owners
  • CONWAY, DANIEL, ERNEST - PRESIDENT & CEO, CHIEF COMPLIANCE OFFICER
  • Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31

Top Buys (13F)

Name % Change
NFLX Netflix Inc 3.31%
BRK.B Berkshire Hathaway I 2.7%
COST Costco Co 2.24%
MA Mastercard Inc 1.25%
BX Blackstone Inc 1.12%

2025-03-31

Top Sells (13F)

Name % Change
NVDA NVIDIA Corp 5.04%
DECK Deckers Outdoor Corp 3.73%
CAVA Cava Group Inc 2.46%
WING Wingstop Inc 0.78%
AAPL Apple Inc 0.59%

2025-03-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 16.9%
AMZN Amazon.com Inc 12.52%
NFLX Netflix Inc 11.12%
COST Costco Co 10.46%
NVDA NVIDIA Corp 7.68%

2025-03-31

13F Activity

Market Value $200m, Prior: $226m
Inflows (Outflows) as % of Total MV (-1.3387)%
New Purchases 3 stocks
Added To 17 stocks
Sold out of 8 stocks
Reduced holdings in 15 stocks
Top 10 Holdings % 77.91%
Turnover %[1] 21.57%
Turnover Alt %[2] 9.38%
Time Held Top 20 12.85 quarters
Time Held Top 10 10.8 quarters
Time Held All 13.16 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2025-03-31

13F Sector Allocation Over Time

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2025-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31

Portfolio Performance