CONWAY CAPITAL MANAGEMENT, INC. Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NFLX	NETFLIX INC	229,655 (+874.8%)	$21,532 (-23.8%)	9.1%	$102.77	+4.9%	COM	64110L106
GOOG	ALPHABET INC	44,030 (+4.1%)	$13,817 (+34.1%)	5.9%	$126.49	+126.4%	CAP STK CL C	02079K107
AAPL	APPLE INC	149,598 (+1.3%)	$40,670 (+8.2%)	17.3%	$120.54	+122.6%	COM	037833100
GOOGL	ALPHABET INC	27,093 (+5.4%)	$8,480 (+35.8%)	3.6%	$123.39	+131.5%	CAP STK CL A	02079K305
TSLA	TESLA INC	18,835 (+2.5%)	$8,470 (+3.7%)	3.6%	$279.88	+58.4%	COM	88160R101
SHOP	SHOPIFY INC	13,030 (+3.8%)	$2,097 (+12.4%)	0.9%	$66.90	+140.0%	CL A SUB VTG SHS	82509L107
AXP	AMERICAN EXPRESS CO	3,625 (+7.4%)	$1,341 (+19.6%)	0.6%	$284.79	+25.3%	COM	025816109
DECK	DECKERS OUTDOOR CORP	22,262 (+5.0%)	$2,308 (+7.3%)	1.0%	$124.94	-25.0%	COM	243537107
V	VISA INC	6,603 (+3.5%)	$2,316 (+6.4%)	1.0%	$235.53	+44.5%	COM CL A	92826C839

Exited Positions (8)

NBIS NEBIUS GROUP N.V. 0.2%

Value ($000) $410 Shares 3,650 Est. Cost $69.43 Unrealized +49.3%

CMG CHIPOTLE MEXICAN GRILL INC 0.1%

Value ($000) $350 Shares 8,925 Est. Cost $61.02 Unrealized -40.7%

FND FLOOR & DECOR HLDGS INC 0.1%

Value ($000) $293 Shares 3,975 Est. Cost $110.52 Unrealized -41.3%

RBLX ROBLOX CORP 0.1%

Value ($000) $274 Shares 1,975 Est. Cost $124.28 Unrealized -14.6%

RDDT REDDIT INC 0.1%

Value ($000) $247 Shares 1,075 Est. Cost $204.09 Unrealized +3.0%

UI UBIQUITI INC 0.1%

Value ($000) $241 Shares 365 Est. Cost $499.23 Unrealized +26.7%

HD HOME DEPOT INC 0.1%

Value ($000) $227 Shares 561 Est. Cost $352.64 Unrealized +3.4%

PLUG PLUG POWER INC 0.0%

Value ($000) $23 Shares 10,000 Est. Cost $1.70 Unrealized +54.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NBIS	NEBIUS GROUP N.V.	3,650	$410	0.2%	$69.43	+49.3%	—	N97284108
CMG	CHIPOTLE MEXICAN GRILL INC	8,925	$350	0.1%	$61.02	-40.7%	—	169656105
FND	FLOOR & DECOR HLDGS INC	3,975	$293	0.1%	$110.52	-41.3%	—	339750101
RBLX	ROBLOX CORP	1,975	$274	0.1%	$124.28	-14.6%	—	771049103
RDDT	REDDIT INC	1,075	$247	0.1%	$204.09	+3.0%	—	75734B100
UI	UBIQUITI INC	365	$241	0.1%	$499.23	+26.7%	—	90353W103
HD	HOME DEPOT INC	561	$227	0.1%	$352.64	+3.4%	—	437076102
PLUG	PLUG POWER INC	10,000	$23	0.0%	$1.70	+54.0%	—	72919P202

Decreased Positions (11)

CLPT CLEARPOINT NEURO INC 0.7%

Value ($000) $1,734 (-45.7%) Shares 126,725 (-13.5%) Est. Cost $11.31 Unrealized +63.9%

META META PLATFORMS INC 2.1%

Value ($000) $4,996 (-14.4%) Shares 7,569 (-4.7%) Est. Cost $477.31 Unrealized +39.8%

NVDA NVIDIA CORPORATION 11.0%

Value ($000) $25,867 (-2.2%) Shares 138,699 (-2.2%) Est. Cost $92.62 Unrealized +101.0%

ISRG INTUITIVE SURGICAL INC 1.2%

Value ($000) $2,716 (+20.4%) Shares 4,796 (-5.0%) Est. Cost $348.88 Unrealized +52.6%

PLTR PALANTIR TECHNOLOGIES INC 0.2%

Value ($000) $449 (-34.8%) Shares 2,525 (-33.1%) Est. Cost $94.92 Unrealized +90.7%

SBUX STARBUCKS CORP 1.1%

Value ($000) $2,582 (-6.2%) Shares 30,658 (-5.8%) Est. Cost $91.14 Unrealized -7.8%

TSCO TRACTOR SUPPLY CO 0.3%

Value ($000) $763 (-17.2%) Shares 15,255 (-5.9%) Est. Cost $52.64 Unrealized +2.0%

BRK/B BERKSHIRE HATHAWAY INC DEL 4.1%

Value ($000) $9,698 (-1.2%) Shares 19,294 (-1.2%) Est. Cost $386.38 Unrealized +28.8%

TTWO TAKE-TWO INTERACTIVE 0.2%

Value ($000) $393 (-18.2%) Shares 1,535 (-17.5%) Est. Cost $205.64 Unrealized +21.2%

EW EDWARDS LIFESCIENCES CORP 0.4%

Value ($000) $929 (+7.2%) Shares 10,895 (-2.2%) Est. Cost $89.13 Unrealized -7.9%

BKNG BOOKING HOLDINGS INC 0.3%

Value ($000) $611 (-2.5%) Shares 114 (-1.7%) Est. Cost $2428.32 Unrealized +111.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CLPT	CLEARPOINT NEURO INC	126,725 (-13.5%)	$1,734 (-45.7%)	0.7%	$11.31	+63.9%	COM	18507C103
META	META PLATFORMS INC	7,569 (-4.7%)	$4,996 (-14.4%)	2.1%	$477.31	+39.8%	CL A	30303M102
NVDA	NVIDIA CORPORATION	138,699 (-2.2%)	$25,867 (-2.2%)	11.0%	$92.62	+101.0%	COM	67066G104
ISRG	INTUITIVE SURGICAL INC	4,796 (-5.0%)	$2,716 (+20.4%)	1.2%	$348.88	+52.6%	COM NEW	46120E602
PLTR	PALANTIR TECHNOLOGIES INC	2,525 (-33.1%)	$449 (-34.8%)	0.2%	$94.92	+90.7%	CL A	69608A108
SBUX	STARBUCKS CORP	30,658 (-5.8%)	$2,582 (-6.2%)	1.1%	$91.14	-7.8%	COM	855244109
TSCO	TRACTOR SUPPLY CO	15,255 (-5.9%)	$763 (-17.2%)	0.3%	$52.64	+2.0%	COM	892356106
BRK/B	BERKSHIRE HATHAWAY INC DEL	19,294 (-1.2%)	$9,698 (-1.2%)	4.1%	$386.38	+28.8%	CL B NEW	084670702
TTWO	TAKE-TWO INTERACTIVE	1,535 (-17.5%)	$393 (-18.2%)	0.2%	$205.64	+21.2%	COM	874054109
EW	EDWARDS LIFESCIENCES CORP	10,895 (-2.2%)	$929 (+7.2%)	0.4%	$89.13	-7.9%	COM	28176E108
BKNG	BOOKING HOLDINGS INC	114 (-1.7%)	$611 (-2.5%)	0.3%	$2428.32	+111.6%	COM	09857L108

Unchanged Positions (22)

COST COSTCO WHSL CORP NEW 7.9%

Value ($000) $18,582 Shares 21,549 Est. Cost $504.62 Unrealized +79.5%

AMZN AMAZON COM INC 12.4%

Value ($000) $29,150 Shares 126,291 Est. Cost $128.88 Unrealized +77.5%

BX BLACKSTONE INC 2.2%

Value ($000) $5,208 Shares 33,790 Est. Cost $120.37 Unrealized +25.8%

MSFT MICROSOFT CORP 2.5%

Value ($000) $5,777 Shares 11,945 Est. Cost $280.46 Unrealized +78.5%

OLMA OLEMA PHARMACEUTICALS INC 0.1%

Value ($000) $250 Shares 10,000 Est. Cost $28.46 Unrealized -37.5%

BSX BOSTON SCIENTIFIC CORP 1.2%

Value ($000) $2,803 Shares 29,395 Est. Cost $38.37 Unrealized +155.5%

VEEV VEEVA SYS INC 0.1%

Value ($000) $202 Shares 905 Est. Cost $228.51 Unrealized +16.1%

MAR MARRIOTT INTL INC NEW 0.2%

Value ($000) $388 Shares 1,251 Est. Cost $161.79 Unrealized +76.4%

INTU INTUIT 0.8%

Value ($000) $1,851 Shares 2,795 Est. Cost $448.22 Unrealized +47.4%

RL RALPH LAUREN CORP 0.2%

Value ($000) $428 Shares 1,210 Est. Cost $253.15 Unrealized +34.3%

TJX TJX COS INC NEW 0.3%

Value ($000) $812 Shares 5,284 Est. Cost $74.84 Unrealized +97.3%

AMGN AMGEN INC 0.1%

Value ($000) $303 Shares 926 Est. Cost $185.15 Unrealized +70.7%

FICO FAIR ISAAC CORP 0.1%

Value ($000) $338 Shares 200 Est. Cost $1403.81 Unrealized +22.6%

JNJ JOHNSON & JOHNSON 0.1%

Value ($000) $326 Shares 1,575 Est. Cost $127.53 Unrealized +54.5%

XYZ BLOCK INC 0.1%

Value ($000) $278 Shares 4,270 Est. Cost $56.54 Unrealized +22.0%

NKE NIKE INC 0.1%

Value ($000) $318 Shares 4,997 Est. Cost $119.19 Unrealized -45.5%

SYY SYSCO CORP 0.1%

Value ($000) $254 Shares 3,450 Est. Cost $66.64 Unrealized +13.3%

CSX CSX CORP 0.6%

Value ($000) $1,414 Shares 39,000 Est. Cost $30.92 Unrealized +15.5%

MA MASTERCARD INCORPORATED 5.2%

Value ($000) $12,142 Shares 21,269 Est. Cost $361.05 Unrealized +54.8%

CP CANADIAN PACIFIC KANSAS 0.5%

Value ($000) $1,130 Shares 15,353 Est. Cost $77.51 Unrealized -5.0%

AGG ISHARES TR 0.6%

Value ($000) $1,303 Shares 13,044 Est. Cost $99.20 Unrealized —

DIS DISNEY WALT CO 0.1%

Value ($000) $246 Shares 2,166 Est. Cost $86.20 Unrealized +27.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
COST	COSTCO WHSL CORP NEW	21,549	$18,582	7.9%	$504.62	+79.5%	COM	22160K105
AMZN	AMAZON COM INC	126,291	$29,150	12.4%	$128.88	+77.5%	COM	023135106
BX	BLACKSTONE INC	33,790	$5,208	2.2%	$120.37	+25.8%	COM	09260D107
MSFT	MICROSOFT CORP	11,945	$5,777	2.5%	$280.46	+78.5%	COM	594918104
OLMA	OLEMA PHARMACEUTICALS INC	10,000	$250	0.1%	$28.46	-37.5%	COM	68062P106
BSX	BOSTON SCIENTIFIC CORP	29,395	$2,803	1.2%	$38.37	+155.5%	COM	101137107
VEEV	VEEVA SYS INC	905	$202	0.1%	$228.51	+16.1%	CL A COM	922475108
MAR	MARRIOTT INTL INC NEW	1,251	$388	0.2%	$161.79	+76.4%	CL A	571903202
INTU	INTUIT	2,795	$1,851	0.8%	$448.22	+47.4%	COM	461202103
RL	RALPH LAUREN CORP	1,210	$428	0.2%	$253.15	+34.3%	CL A	751212101
TJX	TJX COS INC NEW	5,284	$812	0.3%	$74.84	+97.3%	COM	872540109
AMGN	AMGEN INC	926	$303	0.1%	$185.15	+70.7%	COM	031162100
FICO	FAIR ISAAC CORP	200	$338	0.1%	$1403.81	+22.6%	COM	303250104
JNJ	JOHNSON & JOHNSON	1,575	$326	0.1%	$127.53	+54.5%	COM	478160104
XYZ	BLOCK INC	4,270	$278	0.1%	$56.54	+22.0%	CL A	852234103
NKE	NIKE INC	4,997	$318	0.1%	$119.19	-45.5%	CL B	654106103
SYY	SYSCO CORP	3,450	$254	0.1%	$66.64	+13.3%	COM	871829107
CSX	CSX CORP	39,000	$1,414	0.6%	$30.92	+15.5%	COM	126408103
MA	MASTERCARD INCORPORATED	21,269	$12,142	5.2%	$361.05	+54.8%	CL A	57636Q104
CP	CANADIAN PACIFIC KANSAS	15,353	$1,130	0.5%	$77.51	-5.0%	COM	13646K108
AGG	ISHARES TR	13,044	$1,303	0.6%	$99.20	—	CORE US AGGBD ET	464287226
DIS	DISNEY WALT CO	2,166	$246	0.1%	$86.20	+27.1%	COM	254687106