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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $624.1M $624.1M Q1 2024 Q2 2024: $617.7M Q2 2024 Q3 2024: $652.8M Q3 2024 Q4 2024: $706.5M Q4 2024 Q1 2025: $746.9M Q1 2025 Q2 2025: $816.5M Q2 2025 Q3 2025: $851.1M Q3 2025 Q4 2025: $837.4M Q4 2025 Q1 2026: $770.0M Q1 2026 Q2 2026: $856.7M Q2 2026

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%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.16% 4,093 $981K Add +5.8%
SCHX Schwab US Large-Cap ETF 0.15% 14,970 $929K Reduce -7.2%
IVV iShares Core S&P 500 ETF 0.14% 1,715 $902K Reduce -23.7%
IJT iShares S&P Small-Cap 600 GR 0.14% 6,502 $850K Reduce -38.3%
JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F 0.12% 14,098 $753K Reduce -33.3%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 0.11% 23,061 $717K Reduce -11.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.11% 2,656 $664K Add +3.1%
BX Blackstone Inc. 0.07% 3,380 $444K Reduce -1.1%
TTC Toro Co. 0.07% 4,822 $443K Add +0.0%
CG The Carlyle Group Inc. 0.07% 8,727 $409K Reduce -7.5%
MXI iShares Global Materials ETF 0.06% 4,485 $401K Reduce -39.9%
APO Apollo Global Management Inc. 0.06% 3,390 $381K Reduce -7.5%
JXI iShares Global Utilities ETF 0.06% 6,130 $362K Reduce -27.2%
PFF iShares Preferred & Income S 0.06% 10,976 $354K Add +40.1%
CVX Chevron Corp. 0.05% 2,000 $315K No change
JNK SS SPDR BB High Yield Bond 0.05% 3,003 $286K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.05% 3,619 $281K Add +24.4%
AMAT Applied Materials Inc. 0.04% 1,278 $264K No change
WY Weyerhaeuser Co. 0.04% 6,418 $230K Add +3.7%
PSA Public Storage 0.03% 739 $214K Reduce -0.1%
ICSH iShares Ultra Short Duration 0.03% 4,030 $204K New
SCHM Schwab US Mid Cap ETF 0.03% 2,487 $203K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 111$856.7MAVGO, NVDA, GOOGL, AMZN, TSLA
Q1 2026 104$770.0MAVGO, NVDA, NFLX, GOOGL, AMZN
Q4 2025 113$837.4MAVGO, NVDA, TSLA, GOOGL, AMZN
Q3 2025 118$851.1MAVGO, NVDA, NFLX, TSLA, MELI
Q2 2025 117$816.5MAVGO, NFLX, NVDA, MELI, AMZN
Q1 2025 111$746.9MSGOV, AVGO, NFLX, NVDA, MELI
Q4 2024 120$706.5MAVGO, SGOV, NVDA, TSLA, AMZN
Q3 2024 122$652.8MAVGO, NVDA, MELI, AMZN, TSLA
Q2 2024 120$617.7MNVDA, AVGO, AMZN, SGOV, NFLX
Q1 2024 122$624.1MAVGO, MUB, NVDA, SUB, AMZN