StockDriftsStockDriftsTop 45 Conway Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 17.48% | 147.2K | $37.4M | -1.58%(-2.37K) | $124.89(+147.11%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 12.2% | 125.2K | $26.1M | -0.88%(-1.11K) | $160.37(+51.32%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 10.85% | 133.0K | $23.2M | -4.12%(-5.71K) | $17.68(+1002.25%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 10.04% | 21.5K | $21.4M | -0.12%(-25) | $520.77(+82.74%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 9.57% | 212.6K | $20.4M | -7.42%(-17.05K) | $58.50(+32.74%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 5.92% | 44.1K | $12.6M | +0.14%(+61) | $108.52(+228.20%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 4.95% | 21.2K | $10.6M | -0.49%(-105) | $378.51(+42.50%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.31% | 19.2K | $9.2M | -0.39%(-75) | $391.32(+29.76%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.47% | 25.8K | $7.4M | -4.72%(-1.28K) | $108.26(+232.46%) | 2026-03-31 | |
| TSLA | TESLA INC | 3.14% | 18.0K | $6.7M | -4.25%(-800) | $247.50(+58.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.66% | +98.41% |
| Top 20 Holdings Unweighted | +20.35% | +74.31% |
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