Slow Capital, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), Slow Capital, Inc. reported 120 stock positions worth $617.7 million. Its top holding was Nvidia (NVDA) at 5.8% of the portfolio, followed by Broadcom (AVGO, 5.3%) and Amazon.com (AMZN, 3.9%). Compared with Q1 2024, it opened 2 new positions, sold out of 5, added to 48 and reduced 67. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +234%) and the biggest sale iShares National Muni Bond E (MUB, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- GREENBRAE, CA
- CIK
- 0001716984
- Portfolio Value
- $617.7M (Q2 2024)
- SEC Filing
- 0001716984-24-000004 ↗ filed Jul 24, 2024
Holdings Value
Holdings 120 stocks · $617.7M
| NVDA Nvidia Corp. | 5.78% | 288,976 | $35.7M | Reduce -11.3% |
| AVGO Broadcom Inc. | 5.35% | 20,568 | $33.0M | Reduce -10.6% |
| AMZN Amazon.com Inc. | 3.95% | 126,139 | $24.4M | Reduce -2.7% |
| SGOV iShares 0-3 Month Treasury B | 3.57% | 219,088 | $22.1M | Add +233.5% |
| NFLX Netflix Inc. | 3.23% | 29,542 | $19.9M | Reduce -2.5% |
| SUB iShares Short-Term National | 3.18% | 187,969 | $19.7M | Reduce -21.7% |
| AAPL Apple Inc. | 3.10% | 90,777 | $19.1M | Reduce -7.8% |
| MELI MercadoLibre Inc. | 3.07% | 11,547 | $19.0M | Add +3.0% |
| MUB iShares National Muni Bond E | 3.03% | 175,825 | $18.7M | Reduce -37.6% |
| ISRG Intuitive Surgical Inc. | 2.91% | 40,365 | $18.0M | Add +0.9% |
| TSLA Tesla Inc. | 2.74% | 85,461 | $16.9M | Add +7.7% |
| CMF iShares California Muni Bond | 2.72% | 295,296 | $16.8M | Reduce -24.8% |
| GOOGL Alphabet Inc. Class A | 2.58% | 87,607 | $16.0M | Reduce -14.4% |
| REGN Regeneron Pharmaceuticals | 2.06% | 12,114 | $12.7M | Add +0.6% |
| COST Costco Wholesale Corp. | 2.00% | 14,569 | $12.4M | Reduce -12.9% |
| AGG iShares Core U.S. Aggregate | 1.46% | 92,970 | $9.0M | Add +7.5% |
| MSFT Microsoft Corp. | 1.46% | 20,190 | $9.0M | Add +0.7% |
| HON Honeywell International Inc. | 1.24% | 35,854 | $7.7M | Add +3.1% |
| ICSH iShares Ultra Short Duration | 1.20% | 146,140 | $7.4M | Add +3526.3% |
| ILMN Illumina Inc. | 1.13% | 66,643 | $7.0M | Add +12.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.96% | 12,665 | $5.9M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.92% | 14,009 | $5.7M | Reduce -1.9% |
| FSLR First Solar Inc. | 0.89% | 24,511 | $5.5M | Reduce -20.4% |
| TIP iShares Tips Bond ETF | 0.89% | 51,245 | $5.5M | Add +6.1% |
| MU Micron Technology Inc. | 0.87% | 41,049 | $5.4M | Reduce -8.5% |
| SPOT Spotify Technology SA | 0.83% | 16,422 | $5.2M | Reduce -11.9% |
| GOOG Alphabet Inc. Class C | 0.83% | 27,955 | $5.1M | Add +14.0% |
| FTNT Fortinet Inc. | 0.80% | 81,726 | $4.9M | Add +0.8% |
| WMT Walmart Inc. | 0.78% | 70,980 | $4.8M | Reduce -6.0% |
| IXN iShares Global Tech ETF | 0.77% | 57,750 | $4.8M | Reduce -44.5% |
| ROST Ross Stores Inc. | 0.77% | 32,762 | $4.8M | Reduce -5.0% |
| OLED Universal Display Corp. | 0.76% | 22,298 | $4.7M | Add +6.8% |
| NOW ServiceNow Inc. | 0.75% | 5,909 | $4.6M | Add +11.4% |
| AMD Advanced Micro Devices | 0.74% | 28,024 | $4.5M | Reduce -5.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.73% | 41,164 | $4.5M | Reduce -5.8% |
| BSV Vanguard Short-Term Bond ETF | 0.71% | 57,580 | $4.4M | Add +4.5% |
| ADSK Autodesk Inc. | 0.71% | 17,840 | $4.4M | Add +21.9% |
| CRSP Crispr Therapeutics AG | 0.69% | 79,216 | $4.3M | Add +17.2% |
| SNOW Snowflake Inc. | 0.69% | 31,387 | $4.2M | Add +25.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.69% | 4,139 | $4.2M | Reduce -9.2% |
| AMGN Amgen Inc. | 0.68% | 13,498 | $4.2M | Reduce -6.8% |
| BNTX Biontech SE-ADR | 0.66% | 51,080 | $4.1M | Add +12.0% |
| TMO Thermo Fisher Scientific Inc. | 0.65% | 7,246 | $4.0M | Reduce -1.3% |
| MDB Mongodb Inc. | 0.64% | 15,902 | $4.0M | Add +3.7% |
| CAT Caterpillar Inc. | 0.64% | 11,908 | $4.0M | Reduce -2.0% |
| IOT Samsara Inc. Class A | 0.64% | 116,935 | $3.9M | Add +14.4% |
| ADI Analog Devices Inc. | 0.64% | 17,259 | $3.9M | Reduce -1.2% |
| SHW The Sherwin-Williams Co. | 0.64% | 13,167 | $3.9M | Reduce -5.3% |
| MRNA Moderna Inc. | 0.61% | 31,737 | $3.8M | Reduce -16.7% |
| HUBS HubSpot Inc. | 0.61% | 6,379 | $3.8M | Reduce -0.1% |
| SPTS SS SPDR P St Term TSY ETF | 0.60% | 127,921 | $3.7M | New |
| TFLO iShares Treasury Floating Ra | 0.60% | 72,883 | $3.7M | New |
| ON On Semiconductor | 0.60% | 53,794 | $3.7M | Add +1.6% |
| ADBE Adobe Inc. | 0.57% | 6,345 | $3.5M | Reduce -0.7% |
| TXN Texas Instruments Inc. | 0.57% | 18,077 | $3.5M | Reduce -1.6% |
| TRV The Travelers Cos Inc. | 0.55% | 16,846 | $3.4M | Reduce -7.0% |
| EQIX Equinix Inc. | 0.55% | 4,482 | $3.4M | Add +9.5% |
| CGNX Cognex Corp. | 0.54% | 71,178 | $3.3M | Add +9.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.53% | 32,798 | $3.3M | Add +5.4% |
| STAA Staar Surgical Co. | 0.52% | 67,649 | $3.2M | Add +3.0% |
| CDNS Cadence Design SYS Inc. | 0.51% | 10,264 | $3.2M | Reduce -1.9% |
| WOLF Wolfspeed Inc. | 0.51% | 137,389 | $3.1M | Add +12.4% |
| MTD Mettler-Toledo International | 0.50% | 2,228 | $3.1M | Add +1.3% |
| EXAS Exact Sciences Corp. | 0.50% | 72,812 | $3.1M | Add +4.3% |
| MCO Moody's Corp. | 0.49% | 7,180 | $3.0M | Reduce -1.4% |
| DE Deere & Co. | 0.47% | 7,823 | $2.9M | Add +24.7% |
| CB Chubb Ltd. | 0.47% | 11,309 | $2.9M | Reduce -9.7% |
| LOW Lowe's Cos Inc. | 0.46% | 12,909 | $2.8M | Reduce -2.0% |
| MBLY Mobileye Global Inc. Class A | 0.46% | 100,636 | $2.8M | Add +6.5% |
| AMT American Tower Corp. | 0.45% | 14,186 | $2.8M | Add +1.7% |
| ACN Accenture PLC Class A | 0.44% | 9,038 | $2.7M | Add +3.8% |
| OKTA Okta Inc. | 0.44% | 28,714 | $2.7M | Add +7.3% |
| ITW Illinois Tool Works | 0.42% | 10,965 | $2.6M | Reduce -1.6% |
| EXI iShares Global Industrials E | 0.41% | 18,743 | $2.5M | Reduce -42.5% |
| WDAY Workday Inc. Class A | 0.41% | 11,275 | $2.5M | Add +12.7% |
| CLX Clorox Company | 0.40% | 18,215 | $2.5M | Add +2.8% |
| UNP Union Pacific Corp. | 0.40% | 10,955 | $2.5M | Reduce -4.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.40% | 28,001 | $2.5M | Reduce -43.4% |
| ALGN Align Technology Inc. | 0.39% | 10,023 | $2.4M | Add +2.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.39% | 47,182 | $2.4M | Reduce -72.8% |
| RXI iShares Global Consumer Disc | 0.38% | 14,702 | $2.4M | Reduce -43.1% |
| IXP iShares Global Comm Services | 0.37% | 25,631 | $2.3M | Reduce -48.9% |
| VEEV Veeva Systems Inc. Class A | 0.36% | 12,154 | $2.2M | Add +1.1% |
| JNJ Johnson & Johnson | 0.35% | 14,811 | $2.2M | Reduce -1.8% |
| TXG 10X Genomics Inc. Class A | 0.33% | 105,526 | $2.1M | Add +20.2% |
| CSCO Cisco Systems Inc. | 0.33% | 42,946 | $2.0M | Reduce -1.7% |
| RGEN Repligen Corp. | 0.33% | 16,165 | $2.0M | Add +10.7% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.31% | 27,291 | $1.9M | Reduce -3.0% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.30% | 17,570 | $1.9M | Reduce -2.6% |
| SDGR Schrodinger Inc. | 0.30% | 95,241 | $1.8M | Add +11.6% |
| NKE Nike Inc. Class B | 0.28% | 23,043 | $1.7M | Reduce -2.8% |
| KXI iShares Global Consumer Stap | 0.27% | 27,954 | $1.7M | Reduce -0.7% |
| VNQ Vanguard Real Estate ETF | 0.27% | 19,691 | $1.7M | Reduce -1.1% |
| INTC Intel Corp. | 0.27% | 53,451 | $1.7M | Reduce -8.2% |
| UPS United Parcel Service Class B | 0.27% | 12,075 | $1.7M | Reduce -1.9% |
| APD Air Products & Chemicals Inc. | 0.26% | 6,105 | $1.6M | Reduce -2.0% |
| IXJ iShares Global Healthcare Et | 0.25% | 16,461 | $1.5M | Add +0.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.19% | 19,813 | $1.2M | Reduce -5.1% |
| SEDG Solaredge Technologies Inc. | 0.19% | 45,861 | $1.2M | Add +15.6% |
| XOM Exxon Mobil Corp. | 0.18% | 9,490 | $1.1M | Reduce -2.6% |
Portfolio Sells Q1 2024 → Q2 2024
| MUB iShares National Muni Bond E | Reduce -37.6% | 3.03% | −1.82 |
| JMST JPM Ultra-Short Muni Income | Reduce -72.8% | 0.39% | −1.02 |
| CMF iShares California Muni Bond | Reduce -24.8% | 2.72% | −0.90 |
| SUB iShares Short-Term National | Reduce -21.7% | 3.18% | −0.85 |
| SBUX Starbucks Corp. | Reduce -83.8% | 0.08% | −0.49 |
| IXN iShares Global Tech ETF | Reduce -44.5% | 0.77% | −0.47 |
| ENPH Enphase Energy Inc. | Reduce -75.3% | 0.10% | −0.40 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -43.4% | 0.40% | −0.32 |
| EXI iShares Global Industrials E | Reduce -42.5% | 0.41% | −0.32 |
| RXI iShares Global Consumer Disc | Reduce -43.1% | 0.38% | −0.31 |
| IXP iShares Global Comm Services | Reduce -48.9% | 0.37% | −0.31 |
| INTC Intel Corp. | Reduce -8.2% | 0.27% | −0.14 |
| EL Estee Lauder Companies Class A | Reduce -2.6% | 0.30% | −0.14 |
| SHW The Sherwin-Williams Co. | Reduce -5.3% | 0.64% | −0.14 |
| AMD Advanced Micro Devices | Reduce -5.2% | 0.74% | −0.12 |
| TRV The Travelers Cos Inc. | Reduce -7.0% | 0.55% | −0.11 |
| LOW Lowe's Cos Inc. | Reduce -2.0% | 0.46% | −0.08 |
| NKE Nike Inc. Class B | Reduce -2.8% | 0.28% | −0.08 |
| CAT Caterpillar Inc. | Reduce -2.0% | 0.64% | −0.07 |
| ITW Illinois Tool Works | Reduce -1.6% | 0.42% | −0.06 |
| CB Chubb Ltd. | Reduce -9.7% | 0.47% | −0.05 |
| UNP Union Pacific Corp. | Reduce -4.2% | 0.40% | −0.05 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -3.0% | 0.31% | −0.05 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.05 |
| ROST Ross Stores Inc. | Reduce -5.0% | 0.77% | −0.04 |
| MRNA Moderna Inc. | Reduce -16.7% | 0.61% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.9% | 0.92% | −0.04 |
| WY Weyerhaeuser Co. | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.3% | 0.65% | −0.03 |
| PSA Public Storage | Sold out | 0.00% | −0.03 |
| CG The Carlyle Group Inc. | Reduce -42.2% | 0.03% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.03 |
| HUBS HubSpot Inc. | Reduce -0.1% | 0.61% | −0.03 |
| JNJ Johnson & Johnson | Reduce -1.8% | 0.35% | −0.03 |
| BX Blackstone Inc. | Reduce -41.1% | 0.04% | −0.03 |
| UPS United Parcel Service Class B | Reduce -1.9% | 0.27% | −0.03 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -9.2% | 0.69% | −0.02 |
| APO Apollo Global Management Inc. | Reduce -39.8% | 0.04% | −0.02 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -9.3% | 0.16% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -33.3% | 0.04% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -1.7% | 0.33% | −0.02 |
| CDNS Cadence Design SYS Inc. | Reduce -1.9% | 0.51% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -11.4% | 0.13% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -5.1% | 0.19% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.4% | 0.10% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -1.1% | 0.27% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -2.6% | 0.18% | −0.00 |
| KXI iShares Global Consumer Stap | Reduce -0.7% | 0.27% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -7.0% | 0.15% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| SGOV iShares 0-3 Month Treasury B | Add +233.5% | 3.57% | +2.51 |
| ICSH iShares Ultra Short Duration | Add +3526.3% | 1.20% | +1.16 |
| SPTS SS SPDR P St Term TSY ETF | New | 0.60% | +0.60 |
| TFLO iShares Treasury Floating Ra | New | 0.60% | +0.60 |
| TSLA Tesla Inc. | Add +7.7% | 2.74% | +0.50 |
| MELI MercadoLibre Inc. | Add +3.0% | 3.07% | +0.35 |
| ISRG Intuitive Surgical Inc. | Add +0.9% | 2.91% | +0.35 |
| GOOG Alphabet Inc. Class C | Add +14.0% | 0.83% | +0.23 |
| REGN Regeneron Pharmaceuticals | Add +0.6% | 2.06% | +0.20 |
| OLED Universal Display Corp. | Add +6.8% | 0.76% | +0.20 |
| STAA Staar Surgical Co. | Add +3.0% | 0.52% | +0.12 |
| MSFT Microsoft Corp. | Add +0.7% | 1.46% | +0.11 |
| NOW ServiceNow Inc. | Add +11.4% | 0.75% | +0.10 |
| ADSK Autodesk Inc. | Add +21.9% | 0.71% | +0.10 |
| AGG iShares Core U.S. Aggregate | Add +7.5% | 1.46% | +0.10 |
| HON Honeywell International Inc. | Add +3.1% | 1.24% | +0.10 |
| CGNX Cognex Corp. | Add +9.0% | 0.54% | +0.09 |
| DE Deere & Co. | Add +24.7% | 0.47% | +0.06 |
| TIP iShares Tips Bond ETF | Add +6.1% | 0.89% | +0.05 |
| SNOW Snowflake Inc. | Add +25.6% | 0.69% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +4.5% | 0.71% | +0.04 |
| MTD Mettler-Toledo International | Add +1.3% | 0.50% | +0.03 |
| STIP iShares 0-5 Year Tips Bond E | Add +5.4% | 0.53% | +0.03 |
| IOT Samsara Inc. Class A | Add +14.4% | 0.64% | +0.02 |
| EQIX Equinix Inc. | Add +9.5% | 0.55% | +0.01 |
| AMT American Tower Corp. | Add +1.7% | 0.45% | +0.01 |
| GRAL Grail Inc. | Add +11.7% | 0.03% | +0.00 |
| IXJ iShares Global Healthcare Et | Add +0.6% | 0.25% | +0.00 |
| JXI iShares Global Utilities ETF | Add +0.6% | 0.06% | +0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.5% | 0.14% | −0.00 |
| MXI iShares Global Materials ETF | Add +0.5% | 0.06% | −0.00 |
| BNTX Biontech SE-ADR | Add +12.0% | 0.66% | −0.01 |
| OKTA Okta Inc. | Add +7.3% | 0.44% | −0.01 |
| ON On Semiconductor | Add +1.6% | 0.60% | −0.03 |
| MBLY Mobileye Global Inc. Class A | Add +6.5% | 0.46% | −0.03 |
| WDAY Workday Inc. Class A | Add +12.7% | 0.41% | −0.03 |
| CLX Clorox Company | Add +2.8% | 0.40% | −0.03 |
| ACN Accenture PLC Class A | Add +3.8% | 0.44% | −0.04 |
| CRSP Crispr Therapeutics AG | Add +17.2% | 0.69% | −0.05 |
| SDGR Schrodinger Inc. | Add +11.6% | 0.30% | −0.07 |
| WOLF Wolfspeed Inc. | Add +12.4% | 0.51% | −0.07 |
| VEEV Veeva Systems Inc. Class A | Add +1.1% | 0.36% | −0.09 |
| FTNT Fortinet Inc. | Add +0.8% | 0.80% | −0.09 |
| RGEN Repligen Corp. | Add +10.7% | 0.33% | −0.10 |
| ALGN Align Technology Inc. | Add +2.2% | 0.39% | −0.12 |
| ILMN Illumina Inc. | Add +12.8% | 1.13% | −0.17 |
| TXG 10X Genomics Inc. Class A | Add +20.2% | 0.33% | −0.20 |
| MDB Mongodb Inc. | Add +3.7% | 0.64% | −0.24 |
| SEDG Solaredge Technologies Inc. | Add +15.6% | 0.19% | −0.26 |
| EXAS Exact Sciences Corp. | Add +4.3% | 0.50% | −0.27 |
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 |