Slow Capital, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 17, 2024), Slow Capital, Inc. reported 122 stock positions worth $624.1 million. Its top holding was Broadcom (AVGO) at 4.9% of the portfolio, followed by iShares National Muni Bond E (MUB, 4.9%) and Nvidia (NVDA, 4.7%). Compared with Q4 2023, it opened 5 new positions, sold out of 5, added to 70 and reduced 44. The biggest buy was a new position in iShares 0-3 Month Treasury B (SGOV) and the biggest sale an exit from Fortinet.
- Most Recent 13F
- Q2 2026
- Location
- GREENBRAE, CA
- CIK
- 0001716984
- Portfolio Value
- $624.1M (Q1 2024)
- SEC Filing
- 0001716984-24-000003 ↗ filed Apr 17, 2024
Holdings Value
Holdings 122 stocks · $624.1M
| AVGO Broadcom Inc. | 4.89% | 23,005 | $30.5M | Reduce -2.1% |
| MUB iShares National Muni Bond E | 4.86% | 281,710 | $30.3M | Add +20.4% |
| NVDA Nvidia Corp. | 4.72% | 32,566 | $29.4M | Reduce -47.0% |
| SUB iShares Short-Term National | 4.03% | 240,009 | $25.1M | Add +13.4% |
| AMZN Amazon.com Inc. | 3.75% | 129,603 | $23.4M | Reduce -1.1% |
| CMF iShares California Muni Bond | 3.62% | 392,661 | $22.6M | Reduce -7.1% |
| NFLX Netflix Inc. | 2.95% | 30,304 | $18.4M | Reduce -1.1% |
| MELI MercadoLibre Inc. | 2.72% | 11,215 | $17.0M | Add +13.7% |
| AAPL Apple Inc. | 2.71% | 98,447 | $16.9M | Reduce -4.1% |
| ISRG Intuitive Surgical Inc. | 2.56% | 39,986 | $16.0M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 2.48% | 102,396 | $15.5M | Reduce -0.4% |
| TSLA Tesla Inc. | 2.23% | 79,330 | $13.9M | Add +22.4% |
| COST Costco Wholesale Corp. | 1.96% | 16,736 | $12.3M | Reduce -0.6% |
| REGN Regeneron Pharmaceuticals | 1.86% | 12,040 | $11.6M | Add +1.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.41% | 173,144 | $8.8M | Add +22.6% |
| AGG iShares Core U.S. Aggregate | 1.36% | 86,497 | $8.5M | Add +10.5% |
| MSFT Microsoft Corp. | 1.35% | 20,042 | $8.4M | Reduce -2.7% |
| ILMN Illumina Inc. | 1.30% | 59,082 | $8.1M | Add +64.0% |
| IXN iShares Global Tech ETF | 1.25% | 103,974 | $7.8M | Reduce -0.6% |
| HON Honeywell International Inc. | 1.14% | 34,781 | $7.1M | Reduce -0.3% |
| SGOV iShares 0-3 Month Treasury B | 1.06% | 65,693 | $6.6M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.96% | 14,282 | $6.0M | Add +0.6% |
| FTNT Fortinet Inc. | 0.89% | 81,049 | $5.5M | New |
| MDB Mongodb Inc. | 0.88% | 15,329 | $5.5M | Add +2.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.86% | 12,910 | $5.4M | Reduce -0.7% |
| AMD Advanced Micro Devices | 0.86% | 29,566 | $5.3M | Reduce -0.7% |
| MU Micron Technology Inc. | 0.85% | 44,843 | $5.3M | Add +0.6% |
| FSLR First Solar Inc. | 0.83% | 30,789 | $5.2M | Add +2.0% |
| TIP iShares Tips Bond ETF | 0.83% | 48,288 | $5.2M | Add +11.0% |
| ROST Ross Stores Inc. | 0.81% | 34,485 | $5.1M | Add +1.1% |
| SPOT Spotify Technology SA | 0.79% | 18,641 | $4.9M | Add +0.8% |
| SHW The Sherwin-Williams Co. | 0.77% | 13,908 | $4.8M | Add +1.1% |
| EXAS Exact Sciences Corp. | 0.77% | 69,802 | $4.8M | Add +6.8% |
| CRSP Crispr Therapeutics AG | 0.74% | 67,569 | $4.6M | Add +1.4% |
| EXI iShares Global Industrials E | 0.73% | 32,620 | $4.6M | Add +0.1% |
| WMT Walmart Inc. | 0.73% | 75,504 | $4.6M | Reduce -5.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.72% | 49,451 | $4.5M | Add +0.4% |
| CAT Caterpillar Inc. | 0.71% | 12,149 | $4.5M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.71% | 43,699 | $4.4M | Add +0.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.71% | 4,560 | $4.4M | Add +3.5% |
| RXI iShares Global Consumer Disc | 0.70% | 25,849 | $4.3M | Add +0.4% |
| TMO Thermo Fisher Scientific Inc. | 0.68% | 7,340 | $4.3M | Reduce -4.9% |
| BSV Vanguard Short-Term Bond ETF | 0.68% | 55,118 | $4.2M | Add +3.5% |
| IXP iShares Global Comm Services | 0.68% | 50,162 | $4.2M | Add +0.2% |
| BNTX Biontech SE-ADR | 0.67% | 45,613 | $4.2M | Add +54.5% |
| TRV The Travelers Cos Inc. | 0.67% | 18,121 | $4.2M | Add +0.0% |
| AMGN Amgen Inc. | 0.66% | 14,486 | $4.1M | Reduce -0.6% |
| MRNA Moderna Inc. | 0.65% | 38,083 | $4.1M | Add +56.3% |
| NOW ServiceNow Inc. | 0.65% | 5,306 | $4.0M | Add +12.7% |
| SNOW Snowflake Inc. | 0.65% | 24,995 | $4.0M | Add +19.7% |
| HUBS HubSpot Inc. | 0.64% | 6,386 | $4.0M | Add +1.4% |
| ON On Semiconductor | 0.62% | 52,926 | $3.9M | Add +30.3% |
| IOT Samsara Inc. Class A | 0.62% | 102,205 | $3.9M | Reduce -1.1% |
| ADSK Autodesk Inc. | 0.61% | 14,629 | $3.8M | Add +1.5% |
| GOOG Alphabet Inc. Class C | 0.60% | 24,521 | $3.7M | Reduce -8.3% |
| WOLF Wolfspeed Inc. | 0.58% | 122,252 | $3.6M | Add +158.4% |
| SBUX Starbucks Corp. | 0.56% | 38,502 | $3.5M | Add +3.8% |
| OLED Universal Display Corp. | 0.56% | 20,873 | $3.5M | Reduce -6.2% |
| ADI Analog Devices Inc. | 0.55% | 17,471 | $3.5M | Add +4.1% |
| EQIX Equinix Inc. | 0.54% | 4,093 | $3.4M | Reduce -0.4% |
| LOW Lowe's Cos Inc. | 0.54% | 13,176 | $3.4M | Reduce -4.5% |
| TXG 10X Genomics Inc. Class A | 0.53% | 87,765 | $3.3M | Add +37.1% |
| CDNS Cadence Design SYS Inc. | 0.52% | 10,468 | $3.3M | Add +10.0% |
| CB Chubb Ltd. | 0.52% | 12,519 | $3.2M | Add +1.7% |
| ADBE Adobe Inc. | 0.52% | 6,388 | $3.2M | Reduce -6.0% |
| ALGN Align Technology Inc. | 0.52% | 9,808 | $3.2M | Add +2.8% |
| TXN Texas Instruments Inc. | 0.51% | 18,371 | $3.2M | Add +10.6% |
| ENPH Enphase Energy Inc. | 0.50% | 25,775 | $3.1M | Add +4.4% |
| STIP iShares 0-5 Year Tips Bond E | 0.50% | 31,110 | $3.1M | Add +9.7% |
| MBLY Mobileye Global Inc. Class A | 0.49% | 94,484 | $3.0M | Add +8.5% |
| ACN Accenture PLC Class A | 0.48% | 8,704 | $3.0M | Add +1.6% |
| ITW Illinois Tool Works | 0.48% | 11,140 | $3.0M | Reduce -4.8% |
| MTD Mettler-Toledo International | 0.47% | 2,200 | $2.9M | Add +5.5% |
| MCO Moody's Corp. | 0.46% | 7,286 | $2.9M | Reduce -3.4% |
| SEDG Solaredge Technologies Inc. | 0.45% | 39,681 | $2.8M | Add +89.0% |
| UNP Union Pacific Corp. | 0.45% | 11,436 | $2.8M | Add +6.3% |
| OKTA Okta Inc. | 0.45% | 26,758 | $2.8M | Reduce -1.2% |
| VEEV Veeva Systems Inc. Class A | 0.45% | 12,026 | $2.8M | Add +9.2% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.45% | 18,035 | $2.8M | Add +43.4% |
| CGNX Cognex Corp. | 0.44% | 65,304 | $2.8M | Add +31.8% |
| AMT American Tower Corp. | 0.44% | 13,951 | $2.8M | Add +6.1% |
| WDAY Workday Inc. Class A | 0.44% | 10,008 | $2.7M | Add +1.3% |
| CLX Clorox Company | 0.43% | 17,723 | $2.7M | Add +13.6% |
| RGEN Repligen Corp. | 0.43% | 14,607 | $2.7M | Add +2.4% |
| DE Deere & Co. | 0.41% | 6,275 | $2.6M | Add +8.8% |
| INTC Intel Corp. | 0.41% | 58,242 | $2.6M | Add +6.5% |
| STAA Staar Surgical Co. | 0.40% | 65,646 | $2.5M | Add +47.1% |
| JNJ Johnson & Johnson | 0.38% | 15,079 | $2.4M | Reduce -6.1% |
| SDGR Schrodinger Inc. | 0.37% | 85,343 | $2.3M | Add +29.3% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.36% | 28,121 | $2.2M | Add +7.7% |
| NKE Nike Inc. Class B | 0.36% | 23,708 | $2.2M | Add +0.8% |
| CSCO Cisco Systems Inc. | 0.35% | 43,678 | $2.2M | Reduce -5.2% |
| UPS United Parcel Service Class B | 0.29% | 12,314 | $1.8M | Reduce -0.3% |
| VNQ Vanguard Real Estate ETF | 0.28% | 19,906 | $1.7M | Reduce -2.3% |
| KXI iShares Global Consumer Stap | 0.28% | 28,160 | $1.7M | Reduce -40.5% |
| IXJ iShares Global Healthcare Et | 0.24% | 16,365 | $1.5M | Reduce -40.0% |
| APD Air Products & Chemicals Inc. | 0.24% | 6,228 | $1.5M | Add +1.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.20% | 20,882 | $1.2M | Add +4.9% |
| XOM Exxon Mobil Corp. | 0.18% | 9,745 | $1.1M | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.18% | 26,226 | $1.1M | Reduce -12.5% |
Portfolio Sells Q4 2023 → Q1 2024
| FORTINET INC | Sold out | 0.00% | −0.83 |
| AAPL Apple Inc. | Reduce -4.1% | 2.71% | −0.73 |
| CMF iShares California Muni Bond | Reduce -7.1% | 3.62% | −0.64 |
| NVDA Nvidia Corp. | Reduce -47.0% | 4.72% | −0.58 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.31 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.22 |
| KXI iShares Global Consumer Stap | Reduce -40.5% | 0.28% | −0.21 |
| ADBE Adobe Inc. | Reduce -6.0% | 0.52% | −0.19 |
| OLED Universal Display Corp. | Reduce -6.2% | 0.56% | −0.18 |
| IXJ iShares Global Healthcare Et | Reduce -40.0% | 0.24% | −0.17 |
| HON Honeywell International Inc. | Reduce -0.3% | 1.14% | −0.13 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -38.3% | 0.14% | −0.09 |
| JPEM JPM Diversified Ret Em Equit | Reduce -33.3% | 0.12% | −0.07 |
| AMGN Amgen Inc. | Reduce -0.6% | 0.66% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -8.3% | 0.60% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -5.2% | 0.35% | −0.06 |
| JNJ Johnson & Johnson | Reduce -6.1% | 0.38% | −0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.7% | 0.86% | −0.06 |
| ITW Illinois Tool Works | Reduce -4.8% | 0.48% | −0.05 |
| MCO Moody's Corp. | Reduce -3.4% | 0.46% | −0.05 |
| MXI iShares Global Materials ETF | Reduce -39.9% | 0.06% | −0.05 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -12.5% | 0.18% | −0.05 |
| UPS United Parcel Service Class B | Reduce -0.3% | 0.29% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -23.7% | 0.14% | −0.04 |
| PODD Insulet Corp. | Sold out | 0.00% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -2.3% | 0.28% | −0.04 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.04 |
| EQIX Equinix Inc. | Reduce -0.4% | 0.54% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.9% | 0.68% | −0.03 |
| JXI iShares Global Utilities ETF | Reduce -27.2% | 0.06% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 2.48% | −0.02 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -11.2% | 0.11% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -7.2% | 0.15% | −0.01 |
| BX Blackstone Inc. | Reduce -1.1% | 0.07% | −0.01 |
| PSA Public Storage | Reduce -0.1% | 0.03% | −0.00 |
| CG The Carlyle Group Inc. | Reduce -7.5% | 0.07% | −0.00 |
| WMT Walmart Inc. | Reduce -5.3% | 0.73% | −0.00 |
| APO Apollo Global Management Inc. | Reduce -7.5% | 0.06% | +0.00 |
| MSFT Microsoft Corp. | Reduce -2.7% | 1.35% | +0.00 |
| LOW Lowe's Cos Inc. | Reduce -4.5% | 0.54% | +0.00 |
| IXN iShares Global Tech ETF | Reduce -0.6% | 1.25% | +0.01 |
| IOT Samsara Inc. Class A | Reduce -1.1% | 0.62% | +0.02 |
| OKTA Okta Inc. | Reduce -1.2% | 0.45% | +0.02 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 1.96% | +0.03 |
| CAT Caterpillar Inc. | Reduce -0.3% | 0.71% | +0.09 |
| AMD Advanced Micro Devices | Reduce -0.7% | 0.86% | +0.09 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 3.75% | +0.28 |
| AVGO Broadcom Inc. | Reduce -2.1% | 4.89% | +0.32 |
| NFLX Netflix Inc. | Reduce -1.1% | 2.95% | +0.35 |
Portfolio Buys Q4 2023 → Q1 2024
| SGOV iShares 0-3 Month Treasury B | New | 1.06% | +1.06 |
| FTNT Fortinet Inc. | New | 0.89% | +0.89 |
| MUB iShares National Muni Bond E | Add +20.4% | 4.86% | +0.44 |
| ILMN Illumina Inc. | Add +64.0% | 1.30% | +0.43 |
| MRNA Moderna Inc. | Add +56.3% | 0.65% | +0.23 |
| ISRG Intuitive Surgical Inc. | Add +0.7% | 2.56% | +0.23 |
| WOLF Wolfspeed Inc. | Add +158.4% | 0.58% | +0.22 |
| MU Micron Technology Inc. | Add +0.6% | 0.85% | +0.19 |
| SPOT Spotify Technology SA | Add +0.8% | 0.79% | +0.18 |
| STAA Staar Surgical Co. | Add +47.1% | 0.40% | +0.16 |
| JMST JPM Ultra-Short Muni Income | Add +22.6% | 1.41% | +0.16 |
| SUB iShares Short-Term National | Add +13.4% | 4.03% | +0.15 |
| BNTX Biontech SE-ADR | Add +54.5% | 0.67% | +0.13 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.5% | 0.71% | +0.13 |
| EL Estee Lauder Companies Class A | Add +43.4% | 0.45% | +0.13 |
| SEDG Solaredge Technologies Inc. | Add +89.0% | 0.45% | +0.11 |
| CGNX Cognex Corp. | Add +31.8% | 0.44% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 0.96% | +0.08 |
| VEEV Veeva Systems Inc. Class A | Add +9.2% | 0.45% | +0.08 |
| CDNS Cadence Design SYS Inc. | Add +10.0% | 0.52% | +0.07 |
| NOW ServiceNow Inc. | Add +12.7% | 0.65% | +0.07 |
| TRV The Travelers Cos Inc. | Add +0.0% | 0.67% | +0.07 |
| ALGN Align Technology Inc. | Add +2.8% | 0.52% | +0.06 |
| CLX Clorox Company | Add +13.6% | 0.43% | +0.05 |
| REGN Regeneron Pharmaceuticals | Add +1.6% | 1.86% | +0.05 |
| JNK SS SPDR BB High Yield Bond | New | 0.05% | +0.05 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.4% | 0.72% | +0.04 |
| CB Chubb Ltd. | Add +1.7% | 0.52% | +0.04 |
| ON On Semiconductor | Add +30.3% | 0.62% | +0.03 |
| ICSH iShares Ultra Short Duration | New | 0.03% | +0.03 |
| SCHM Schwab US Mid Cap ETF | New | 0.03% | +0.03 |
| MTD Mettler-Toledo International | Add +5.5% | 0.47% | +0.03 |
| SHW The Sherwin-Williams Co. | Add +1.1% | 0.77% | +0.03 |
| IXP iShares Global Comm Services | Add +0.2% | 0.68% | +0.03 |
| TXN Texas Instruments Inc. | Add +10.6% | 0.51% | +0.02 |
| MELI MercadoLibre Inc. | Add +13.7% | 2.72% | +0.02 |
| TIP iShares Tips Bond ETF | Add +11.0% | 0.83% | +0.02 |
| PFF iShares Preferred & Income S | Add +40.1% | 0.06% | +0.01 |
| CRSP Crispr Therapeutics AG | Add +1.4% | 0.74% | +0.01 |
| DE Deere & Co. | Add +8.8% | 0.41% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +5.8% | 0.16% | +0.01 |
| STIP iShares 0-5 Year Tips Bond E | Add +9.7% | 0.50% | +0.01 |
| EXI iShares Global Industrials E | Add +0.1% | 0.73% | +0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +24.4% | 0.05% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +10.5% | 1.36% | +0.01 |
| HUBS HubSpot Inc. | Add +1.4% | 0.64% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.1% | 0.11% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +4.9% | 0.20% | +0.00 |
| ADSK Autodesk Inc. | Add +1.5% | 0.61% | −0.00 |
| WY Weyerhaeuser Co. | Add +3.7% | 0.04% | −0.00 |
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 |