Daniel Conway Portfolio
Invests via Conway Capital Management Inc. | Managed by Daniel Conway
Invests via Conway Capital Management Inc.
Managed by Daniel Conway
Automatically Tracked
Experienced tech and growth-stage investor with a background in corporate strategy and operating roles across software and fintech. Daniel Conway is known for sourcing and scaling early revenue models, leading diligence on SaaS, and advising CEOs on go-to-market and capital raises. Active across seed to Series B rounds, focuses on unit economics, ARR expansion and founder alignment. Regular speaker at investor forums and collaborates with venture and angel networks.
Experienced tech and growth-stage investor with a background in corporate strategy and operating roles across software and fintech. Daniel Conway is known for sourcing and scaling early revenue models, leading diligence on SaaS, and advising CEOs on go-to-market and capital raises. Active across seed to Series B rounds, focuses on unit economics, ARR expansion and founder alignment. Regular speaker at investor forums and collaborates with venture and angel networks.
Investment Philosophy & Strategy
Combines an operator-first perspective with growth-stage venture discipline, targeting early-revenue software and fintech companies. Prioritizes scalable unit economics, ARR trajectory, and founder alignment when allocating seed to Series B capital. Emphasizes hands-on diligence, go-to-market optimization, and capital-efficient scaling, favoring repeatable revenue models and measurable customer acquisition payback. Time horizon is long-biased; risk managed via staged funding, metric-driven milestones and board-level operational support.
Combines an operator-first perspective with growth-stage venture discipline, targeting early-revenue software and fintech companies. Prioritizes scalable unit economics, ARR trajectory, and founder alignment when allocating seed to Series B capital. Emphasizes hands-on diligence, go-to-market optimization, and capital-efficient scaling, favoring repeatable revenue models and measurable customer acquisition payback. Time horizon is long-biased; risk managed via staged funding, metric-driven milestones and board-level operational support.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
104.28%
Gain +0.17%
Monthly
1.1%
Yearly
14.03%
Drawdown
28.12%
$240.94M
Equity
Holdings
$240.94M
Investment
$132.61M
$122.41M
Profit +$424,376.55
Realized
$14.08M
Unrealized
$108.33M
Dividends
$4.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.17%
Profit
$424,376.55
Win %
79%
This Week
Compared To Last Week
Gain
1.53%
Profit
$3.64M
Win %
79%
This Month
Compared to last month
Gain
1.96%
Profit
$4.64M
Win %
79%
This Year
Compared to last year
Gain
7.25%
Profit
$16.29M
Win %
74%
CEG Constellation Energy Corporation
+4.47%
+$110,667.09 
HIMS Hims & Hers Health, Inc.
+4.46%
+$16,275 
AMZN Amazon.com Inc
+2.81%
+$886,586.98 
TTWO Take-Two Interactive Software, Inc.
+2.55%
+$5,036.85 
SHOP Shopify Inc.
+2.35%
+$44,390 
V Visa Inc. Class A
+2.33%
+$55,696.08 
MSFT Microsoft Corp.
+2.27%
+$123,877.7 
TSLA Tesla, Inc.
+2.13%
+$146,408.15 
MA Mastercard Incorporated
+2.1%
+$255,327.45 
BX Blackstone Inc.
+1.85%
+$49,244 
ISRG Intuitive Surgical, Inc.
+1.8%
+$33,232.38 
GOOGL Alphabet Inc
+1.38%
+$127,647.51 
GOOG Alphabet Inc
+1.32%
+$202,400.76 
PWR Quanta Services Inc.
+1.23%
+$4,210 
JNJ Johnson & Johnson
+1.23%
+$4,961.23 
ASML ASML Holding N.V. New York Registry Shares
+1.07%
+$2,277.6 
MAR Marriott International Inc. - Class A
+0.72%
+$3,246.34 
RL Ralph Lauren Corporation
+0.61%
+$2,536.49 
GS The Goldman Sachs Group, Inc.
+0.6%
+$1,334.99 
DECK Deckers Outdoor Corporation
+0.42%
+$6,914.49 
META Meta Platforms Inc Class A
+0.37%
+$19,092.25 
BSX Boston Scientific Corporation
+0.25%
+$3,018.72 
BRK-B Berkshire Hathaway Inc.
-2.33%
-$227,229.79 
CLPT ClearPoint Neuro Inc.
-2.29%
-$22,314 
AAPL Apple Inc.
-1.9%
-$940,128.82 
AMD Advanced Micro Devices, Inc.
-1.58%
-$62,406.04 
SBUX Starbucks Corporation
-1.56%
-$38,969.26 
EW Edwards Lifesciences Corporation
-0.96%
-$8,545.5 
NFLX Netflix, Inc.
-0.89%
-$110,406.4 
NVDA NVIDIA Corporation
-0.56%
-$170,647.65 
COST Costco Wholesale Corporation
-0.34%
-$69,611.74 
AXP American Express Company
-0.27%
-$3,008.79 
CSX CSX Corporation
-0.26%
-$4,875 
OSCR Oscar Health, Inc.
-0.18%
-$449.99 
AGG iShares Core U.S. Aggregate Bond ETF
-0.11%
-$1,304.4 
SYY Sysco Corporation
-0.08%
-$166.5 
CP Canadian Pacific Kansas City Limited
-0.07%
-$921.18 
TJX The TJX Companies, Inc.
-0.07%
-$466.56 
GEV GE Vernova Inc.
-0.06%
-$120 Events
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Dividends
Dividend Analysis
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| Trades 908 | Longs Won 483/908 53% | Profit Factor 5.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.19M |
| Average Win $314,064.42 | Best Trade (Oct 07) $27.46M | Sharpe Ratio -9.32 |
| Average Loss -$68,892.02 | Worst Trade (Dec 31) -$1.73M | Z-Score 3.16 (99.84%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2d | Expectancy $134,817.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.8% |
| Consecutive Losing Trades | 3,497 | 3,147 | 2,797 | 2,448 | 2,098 | 1,748 | 1,399 | 1,049 | 699 | 350 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 145,418 | $19.85M | $48.56M | - | $28.72M | 144.7% | -1.899% |
| AGG iShares Core U.S. Aggregate Bond ETF | 13,044 | $1.29M | $1.23M | - | -$60,905.68 | -4.71% | -0.106% |
| AMD Advanced Micro Devices, Inc. | 6,355 | $3.22M | $3.88M | - | $662,181.79 | 20.57% | -1.582% |
| AMZN Amazon.com Inc | 124,346 | $20.29M | $32.48M | - | $12.19M | 60.06% | +2.806% |
| ASML ASML Holding N.V. New York Registry Shares | 120 | $238,733 | $214,652.4 | - | -$24,080.6 | -10.09% | +1.072% |
| AXP American Express Company | 3,625 | $1.01M | $1.11M | - | $107,226.24 | 10.65% | -0.269% |
| BRK-B Berkshire Hathaway Inc. | 19,111 | $7.91M | $9.54M | - | $1.63M | 20.58% | -2.327% |
| BSX Boston Scientific Corporation | 28,750 | $1.16M | $1.21M | - | $49,568.6 | 4.27% | +0.25% |
| BX Blackstone Inc. | 23,675 | $3.26M | $2.72M | - | -$544,867.87 | -16.7% | +1.846% |
| CEG Constellation Energy Corporation | 8,690 | $2.16M | $2.59M | - | $429,590.45 | 19.9% | +4.467% |
| CLPT ClearPoint Neuro Inc. | 92,975 | $1.16M | $952,993.75 | - | -$205,577.25 | -17.74% | -2.288% |
| COST Costco Wholesale Corporation | 21,822 | $11.95M | $20.62M | - | $8.66M | 72.48% | -0.337% |
| CP Canadian Pacific Kansas City Limited | 15,353 | $1.24M | $1.29M | - | $54,019.6 | 4.36% | -0.071% |
| CSX CSX Corporation | 39,000 | $1.29M | $1.84M | - | $554,002.73 | 43.03% | -0.264% |
| DECK Deckers Outdoor Corporation | 20,042 | $1.43M | $1.66M | - | $227,937.14 | 15.9% | +0.418% |
| EW Edwards Lifesciences Corporation | 10,550 | $1.14M | $880,186.5 | - | -$259,703.11 | -22.78% | -0.962% |
| GEV GE Vernova Inc. | 200 | $234,972 | $199,750 | - | -$35,222 | -14.99% | -0.06% |
| GOOG Alphabet Inc | 44,391 | $5.14M | $15.51M | - | $10.37M | 201.64% | +1.322% |
| GOOGL Alphabet Inc | 26,538 | $3.35M | $9.37M | - | $6.02M | 180.03% | +1.381% |
| GS The Goldman Sachs Group, Inc. | 250 | $219,750 | $221,982.5 | - | $2,232.5 | 1.02% | +0.605% |
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FAQ
Which stocks have generated the highest profits for Daniel Conway?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $17.48M, Deckers Outdoor Corporation - $8.09M, Apple Inc - $3.31M, Blackstone Inc - $1.37M, and Costco Wholesale Corporation - $1.16M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Tesla, Inc - $2.17M, Meta Platforms Inc Class A - $1.46M, Block, Inc - $1.41M, ClearPoint Neuro Inc - $917,584.06, and Fastly, Inc - $743,934.1. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Conway's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.18M earned over time. The largest contributors to dividend income include Apple Inc - $905,285.56, Costco Wholesale Corporation - $702,360.31, Blackstone Inc - $623,849.57, Starbucks Corporation - $468,093.45, and Mastercard Incorporated - $249,180.27. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Conway's monthly returns?
Daniel Conway's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Daniel Conway's strategy be considered aggressive or moderate?
Daniel Conway's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Daniel Conway's strategy?
Daniel Conway's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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