Slow Capital, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Slow Capital, Inc. reported 111 stock positions worth $856.7 million. Its top holding was Broadcom (AVGO) at 6.6% of the portfolio, followed by Nvidia (NVDA, 5.1%) and Alphabet Class A (GOOGL, 4.4%). Compared with Q1 2026, it opened 5 new positions, added to 42 and reduced 57. The biggest buy was Rubrik Class A (RBRK, shares +8%) and the biggest sale Netflix (NFLX, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- GREENBRAE, CA
- CIK
- 0001716984
- Portfolio Value
- $856.7M (Q2 2026)
- SEC Filing
- 0001716984-26-000005 ↗ filed Jul 22, 2026
Holdings Value
Holdings 111 stocks · $856.7M
| AVGO Broadcom Inc. | 6.58% | 149,339 | $56.4M | Reduce -6.5% |
| NVDA Nvidia Corp. | 5.07% | 217,244 | $43.5M | Reduce -5.2% |
| GOOGL Alphabet Inc. Class A | 4.44% | 106,530 | $38.1M | Reduce -6.7% |
| AMZN Amazon.com Inc. | 3.72% | 133,600 | $31.8M | Reduce -6.8% |
| TSLA Tesla Inc. | 3.55% | 72,401 | $30.5M | Reduce -6.6% |
| MELI MercadoLibre Inc. | 3.05% | 15,391 | $26.1M | Add +0.5% |
| NFLX Netflix Inc. | 2.81% | 337,079 | $24.1M | Reduce -2.6% |
| MUB iShares National Muni Bond E | 2.58% | 205,251 | $22.1M | Add +1.8% |
| AAPL Apple Inc. | 2.53% | 74,788 | $21.6M | Reduce -6.3% |
| ISRG Intuitive Surgical Inc. | 2.29% | 49,395 | $19.6M | Add +0.5% |
| NET Cloudflare Inc. Class A | 2.25% | 78,701 | $19.3M | Add +3.7% |
| MU Micron Technology Inc. | 2.18% | 16,216 | $18.7M | Reduce -37.1% |
| COST Costco Wholesale Corp. | 2.05% | 18,809 | $17.6M | Add +0.8% |
| ARM Arm Holdings PLC-ADR | 1.82% | 43,964 | $15.6M | Reduce -3.9% |
| SUB iShares Short-Term National | 1.74% | 140,107 | $14.9M | Reduce -0.8% |
| GRAL Grail Inc. | 1.73% | 217,262 | $14.8M | Reduce -4.8% |
| CMF iShares California Muni Bond | 1.70% | 252,501 | $14.6M | Reduce -9.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.68% | 18,871 | $14.4M | Reduce -16.9% |
| AGG iShares Core U.S. Aggregate | 1.47% | 127,150 | $12.6M | Reduce -8.3% |
| AMD Advanced Micro Devices | 1.47% | 21,661 | $12.6M | Reduce -19.9% |
| DDOG Datadog Inc. Class A | 1.39% | 45,872 | $11.9M | Reduce -18.3% |
| ADI Analog Devices Inc. | 1.31% | 28,177 | $11.2M | Reduce -19.1% |
| FTNT Fortinet Inc. | 1.24% | 68,957 | $10.6M | Reduce -1.8% |
| SPOT Spotify Technology SA | 1.23% | 23,039 | $10.6M | Reduce -5.2% |
| ROST Ross Stores Inc. | 1.17% | 47,264 | $10.1M | Reduce -13.5% |
| ON On Semiconductor | 1.15% | 103,786 | $9.8M | Reduce -23.0% |
| CAT Caterpillar Inc. | 1.14% | 9,205 | $9.8M | Reduce -13.5% |
| TIP iShares Tips Bond ETF | 1.03% | 80,469 | $8.8M | Add +4.5% |
| ILMN Illumina Inc. | 0.99% | 48,067 | $8.5M | Reduce -7.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.94% | 4,052 | $8.1M | Reduce -6.7% |
| ONC Beone Medicines Ltd.-ADR | 0.94% | 28,237 | $8.0M | Reduce -0.9% |
| DE Deere & Co. | 0.94% | 12,654 | $8.0M | Reduce -12.4% |
| GH Guardant Health Inc. | 0.92% | 52,547 | $7.9M | Reduce -2.2% |
| SNOW Snowflake Inc. | 0.91% | 30,720 | $7.8M | Reduce -0.5% |
| MTD Mettler-Toledo International | 0.90% | 6,065 | $7.7M | Add +0.2% |
| WMT Walmart Inc. | 0.87% | 66,126 | $7.5M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 0.87% | 21,072 | $7.4M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 14,504 | $7.3M | Add +5.2% |
| UBER Uber Technologies Inc. | 0.83% | 99,030 | $7.1M | Reduce -5.5% |
| BSV Vanguard Short-Term Bond ETF | 0.83% | 91,262 | $7.1M | Add +4.6% |
| SNPS Synopsys Inc. | 0.81% | 15,500 | $6.9M | Reduce -16.8% |
| MSFT Microsoft Corp. | 0.78% | 17,878 | $6.7M | Add +5.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.78% | 43,974 | $6.7M | Reduce -1.1% |
| REGN Regeneron Pharmaceuticals | 0.77% | 10,613 | $6.6M | Reduce -5.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.77% | 13,274 | $6.6M | Add +7.9% |
| VEEV Veeva Systems Inc. Class A | 0.72% | 34,572 | $6.1M | Add +4.8% |
| MDB Mongodb Inc. | 0.71% | 18,197 | $6.1M | Add +15.9% |
| TXN Texas Instruments Inc. | 0.70% | 20,092 | $6.0M | Reduce -9.4% |
| CB Chubb Ltd. | 0.68% | 17,060 | $5.8M | Reduce -14.2% |
| TRV The Travelers Cos Inc. | 0.68% | 17,519 | $5.8M | Add +4.2% |
| RGEN Repligen Corp. | 0.67% | 41,841 | $5.7M | Reduce -3.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.65% | 11,599 | $5.5M | Reduce -5.8% |
| LLY Eli Lilly & Co. | 0.63% | 4,509 | $5.4M | Add +7.2% |
| SHW The Sherwin-Williams Co. | 0.62% | 15,476 | $5.3M | Add +15.8% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.62% | 17,697 | $5.3M | Add +1.4% |
| CDNS Cadence Design SYS Inc. | 0.62% | 14,122 | $5.3M | Add +0.4% |
| STIP iShares 0-5 Year Tips Bond E | 0.62% | 51,614 | $5.3M | Add +4.3% |
| RBRK Rubrik Inc. Class A | 0.61% | 64,781 | $5.2M | Add +8.2% |
| SGOV iShares 0-3 Month Treasury B | 0.60% | 51,157 | $5.1M | Add +10.6% |
| DT Dynatrace Inc. | 0.59% | 115,946 | $5.1M | Add +7.2% |
| CRSP Crispr Therapeutics AG | 0.59% | 92,894 | $5.1M | Add +1.8% |
| AMGN Amgen Inc. | 0.57% | 13,544 | $4.9M | Add +1.7% |
| SYM Symbotic Inc. | 0.56% | 107,659 | $4.8M | Reduce -11.4% |
| TMO Thermo Fisher Scientific Inc. | 0.56% | 9,640 | $4.8M | Add +19.6% |
| MCO Moody's Corp. | 0.55% | 10,405 | $4.7M | Add +21.9% |
| IOT Samsara Inc. Class A | 0.55% | 144,318 | $4.7M | Reduce -0.4% |
| ITW Illinois Tool Works | 0.54% | 17,121 | $4.6M | Add +1.6% |
| BNTX Biontech SE-ADR | 0.54% | 49,696 | $4.6M | Add +4.2% |
| LOW Lowe's Cos Inc. | 0.49% | 19,057 | $4.2M | Add +18.1% |
| VRT Vertiv Holdings Co. Class A | 0.47% | 12,075 | $4.0M | Add +5.4% |
| UNP Union Pacific Corp. | 0.47% | 14,809 | $4.0M | Add +2.4% |
| ROK Rockwell Automation Inc. | 0.44% | 7,657 | $3.8M | Add +3.6% |
| IXN iShares Global Tech ETF | 0.37% | 21,849 | $3.2M | Reduce -19.8% |
| WGS Genedx Holdings Corp. | 0.34% | 42,500 | $2.9M | Add +5.0% |
| GEV GE Vernova Inc. | 0.33% | 2,414 | $2.8M | Add +12.5% |
| ZS Zscaler Inc. | 0.28% | 16,806 | $2.4M | Add +65.7% |
| APTV Aptiv PLC | 0.27% | 37,921 | $2.3M | Add +2.7% |
| EXI iShares Global Industrials E | 0.22% | 9,346 | $1.9M | Reduce -17.7% |
| FSLR First Solar Inc. | 0.21% | 7,784 | $1.8M | Reduce -0.3% |
| SOFI Sofi Technologies Inc. | 0.19% | 92,554 | $1.7M | No change |
| VNQ Vanguard Real Estate ETF | 0.19% | 17,190 | $1.7M | Add +0.2% |
| ICSH iShares Ultra Short Duration | 0.17% | 29,195 | $1.5M | Add +6.8% |
| RXI iShares Global Consumer Disc | 0.16% | 7,292 | $1.4M | Reduce -13.4% |
| HON Honeywell International Inc. | 0.14% | 5,537 | $1.2M | Reduce -5.0% |
| HONA Honeywell Aerospace Inc. | 0.14% | 5,530 | $1.2M | Reduce -5.2% |
| XOM Exxon Mobil Corp. | 0.13% | 8,404 | $1.1M | No change |
| AMAT Applied Materials Inc. | 0.11% | 1,278 | $924K | No change |
| IXP iShares Global Comm Services | 0.11% | 8,092 | $913K | Reduce -19.7% |
| IJH iShares Core S&P Midcap ETF | 0.10% | 11,395 | $879K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.10% | 30,041 | $871K | Add +15.4% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.10% | 19,294 | $865K | Add +2.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 9,271 | $776K | Reduce -14.2% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.09% | 17,671 | $772K | Reduce -2.2% |
| XLF SS Financial Select Sector | 0.09% | 14,250 | $764K | Reduce -2.0% |
| IVV iShares Core S&P 500 ETF | 0.08% | 943 | $706K | Reduce -17.6% |
| TFLO iShares Treasury Floating Ra | 0.08% | 13,783 | $698K | Add +0.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 13,616 | $689K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.08% | 1,936 | $666K | Reduce -20.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.08% | 5,590 | $657K | Reduce -57.6% |
| XLV SS Health Care Select Sector | 0.07% | 3,529 | $560K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| NFLX Netflix Inc. | Reduce -2.6% | 2.81% | −1.51 |
| ROST Ross Stores Inc. | Reduce -13.5% | 1.17% | −0.36 |
| CMF iShares California Muni Bond | Reduce -9.3% | 1.70% | −0.36 |
| REGN Regeneron Pharmaceuticals | Reduce -5.4% | 0.77% | −0.35 |
| AGG iShares Core U.S. Aggregate | Reduce -8.3% | 1.47% | −0.32 |
| SPOT Spotify Technology SA | Reduce -5.2% | 1.23% | −0.30 |
| SYM Symbotic Inc. | Reduce -11.4% | 0.56% | −0.27 |
| SUB iShares Short-Term National | Reduce -0.8% | 1.74% | −0.21 |
| WMT Walmart Inc. | Reduce -0.6% | 0.87% | −0.20 |
| HON Honeywell International Inc. | Reduce -5.0% | 0.14% | −0.20 |
| TSLA Tesla Inc. | Reduce -6.6% | 3.55% | −0.19 |
| CB Chubb Ltd. | Reduce -14.2% | 0.68% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -6.8% | 3.72% | −0.16 |
| ONC Beone Medicines Ltd.-ADR | Reduce -0.9% | 0.94% | −0.16 |
| SNPS Synopsys Inc. | Reduce -16.8% | 0.81% | −0.15 |
| JPST JPMorgan Ultra-Short Income | Reduce -76.0% | 0.04% | −0.15 |
| UBER Uber Technologies Inc. | Reduce -5.5% | 0.83% | −0.14 |
| TJX TJX Companies Inc. | Reduce -1.1% | 0.78% | −0.14 |
| ADI Analog Devices Inc. | Reduce -19.1% | 1.31% | −0.13 |
| DE Deere & Co. | Reduce -12.4% | 0.94% | −0.12 |
| NVDA Nvidia Corp. | Reduce -5.2% | 5.07% | −0.12 |
| AAPL Apple Inc. | Reduce -6.3% | 2.53% | −0.10 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -57.6% | 0.08% | −0.10 |
| IOT Samsara Inc. Class A | Reduce -0.4% | 0.55% | −0.05 |
| EXI iShares Global Industrials E | Reduce -17.7% | 0.22% | −0.05 |
| IXP iShares Global Comm Services | Reduce -19.7% | 0.11% | −0.04 |
| RXI iShares Global Consumer Disc | Reduce -13.4% | 0.16% | −0.04 |
| HONA Honeywell Aerospace Inc. | Reduce -5.2% | 0.14% | −0.02 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -2.2% | 0.09% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -20.5% | 0.08% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -14.2% | 0.09% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -17.6% | 0.08% | −0.01 |
| VGNT Versigent PLC | Reduce -10.6% | 0.05% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -14.5% | 0.04% | −0.01 |
| XLF SS Financial Select Sector | Reduce -2.0% | 0.09% | −0.00 |
| RGEN Repligen Corp. | Reduce -3.9% | 0.67% | 0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.6% | 0.06% | +0.00 |
| FSLR First Solar Inc. | Reduce -0.3% | 0.21% | +0.01 |
| IXN iShares Global Tech ETF | Reduce -19.8% | 0.37% | +0.01 |
| ON On Semiconductor | Reduce -23.0% | 1.15% | +0.06 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 0.87% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -5.8% | 0.65% | +0.11 |
| TXN Texas Instruments Inc. | Reduce -9.4% | 0.70% | +0.14 |
| ILMN Illumina Inc. | Reduce -7.9% | 0.99% | +0.15 |
| CAT Caterpillar Inc. | Reduce -13.5% | 1.14% | +0.16 |
| AVGO Broadcom Inc. | Reduce -6.5% | 6.58% | +0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -6.7% | 4.44% | +0.18 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -6.7% | 0.94% | +0.20 |
| GRAL Grail Inc. | Reduce -4.8% | 1.73% | +0.20 |
| GH Guardant Health Inc. | Reduce -2.2% | 0.92% | +0.28 |
Portfolio Buys Q1 2026 → Q2 2026
| RBRK Rubrik Inc. Class A | Add +8.2% | 0.61% | +0.23 |
| NET Cloudflare Inc. Class A | Add +3.7% | 2.25% | +0.22 |
| MDB Mongodb Inc. | Add +15.9% | 0.71% | +0.21 |
| LLY Eli Lilly & Co. | Add +7.2% | 0.63% | +0.13 |
| CDNS Cadence Design SYS Inc. | Add +0.4% | 0.62% | +0.11 |
| VRT Vertiv Holdings Co. Class A | Add +5.4% | 0.47% | +0.10 |
| ROK Rockwell Automation Inc. | Add +3.6% | 0.44% | +0.10 |
| ZS Zscaler Inc. | Add +65.7% | 0.28% | +0.09 |
| GEV GE Vernova Inc. | Add +12.5% | 0.33% | +0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.08% | +0.08 |
| DT Dynatrace Inc. | Add +7.2% | 0.59% | +0.07 |
| MCO Moody's Corp. | Add +21.9% | 0.55% | +0.07 |
| SHW The Sherwin-Williams Co. | Add +15.8% | 0.62% | +0.07 |
| VTEC Vanguard Ca Tax-Ex Bond | New | 0.06% | +0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Add +7.9% | 0.77% | +0.06 |
| VTES Vanguard SH Term Tax-Ex Bond | New | 0.05% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +19.6% | 0.56% | +0.05 |
| TRV The Travelers Cos Inc. | Add +4.2% | 0.68% | +0.04 |
| CRSP Crispr Therapeutics AG | Add +1.8% | 0.59% | +0.03 |
| V Visa Inc. Class A | New | 0.03% | +0.03 |
| IXJ iShares Global Healthcare Et | New | 0.02% | +0.02 |
| UNP Union Pacific Corp. | Add +2.4% | 0.47% | +0.01 |
| SPTS SS SPDR P St Term TSY ETF | Add +15.4% | 0.10% | +0.00 |
| WGS Genedx Holdings Corp. | Add +5.0% | 0.34% | +0.00 |
| KXI iShares Global Consumer Stap | Add +1.4% | 0.02% | −0.00 |
| SGOV iShares 0-3 Month Treasury B | Add +10.6% | 0.60% | −0.00 |
| VNQ Vanguard Real Estate ETF | Add +0.2% | 0.19% | −0.00 |
| LOW Lowe's Cos Inc. | Add +18.1% | 0.49% | −0.00 |
| ICSH iShares Ultra Short Duration | Add +6.8% | 0.17% | −0.01 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +2.4% | 0.10% | −0.01 |
| TFLO iShares Treasury Floating Ra | Add +0.7% | 0.08% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.2% | 0.85% | −0.01 |
| BNTX Biontech SE-ADR | Add +4.2% | 0.54% | −0.01 |
| ITW Illinois Tool Works | Add +1.6% | 0.54% | −0.03 |
| AMGN Amgen Inc. | Add +1.7% | 0.57% | −0.04 |
| VEEV Veeva Systems Inc. Class A | Add +4.8% | 0.72% | −0.04 |
| MSFT Microsoft Corp. | Add +5.0% | 0.78% | −0.04 |
| STIP iShares 0-5 Year Tips Bond E | Add +4.3% | 0.62% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Add +4.6% | 0.83% | −0.06 |
| APTV Aptiv PLC | Add +2.7% | 0.27% | −0.06 |
| TIP iShares Tips Bond ETF | Add +4.5% | 1.03% | −0.08 |
| MTD Mettler-Toledo International | Add +0.2% | 0.90% | −0.09 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +1.4% | 0.62% | −0.13 |
| MUB iShares National Muni Bond E | Add +1.8% | 2.58% | −0.20 |
| COST Costco Wholesale Corp. | Add +0.8% | 2.05% | −0.36 |
| MELI MercadoLibre Inc. | Add +0.5% | 3.05% | −0.39 |
| ISRG Intuitive Surgical Inc. | Add +0.5% | 2.29% | −0.65 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 111 | $856.7M | AVGO, NVDA, GOOGL, AMZN, TSLA |
| Q1 2026 | 104 | $770.0M | AVGO, NVDA, NFLX, GOOGL, AMZN |
| Q4 2025 | 113 | $837.4M | AVGO, NVDA, TSLA, GOOGL, AMZN |
| Q3 2025 | 118 | $851.1M | AVGO, NVDA, NFLX, TSLA, MELI |
| Q2 2025 | 117 | $816.5M | AVGO, NFLX, NVDA, MELI, AMZN |
| Q1 2025 | 111 | $746.9M | SGOV, AVGO, NFLX, NVDA, MELI |
| Q4 2024 | 120 | $706.5M | AVGO, SGOV, NVDA, TSLA, AMZN |
| Q3 2024 | 122 | $652.8M | AVGO, NVDA, MELI, AMZN, TSLA |
| Q2 2024 | 120 | $617.7M | NVDA, AVGO, AMZN, SGOV, NFLX |
| Q1 2024 | 122 | $624.1M | AVGO, MUB, NVDA, SUB, AMZN |