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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $624.1M Q1 2024 Q2 2024: $617.7M $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 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%
VNQI Vanguard GLBL Ex-US Real Est 0.16% 23,783 $965K Reduce -9.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.15% 3,807 $952K Reduce -7.0%
SCHX Schwab US Large-Cap ETF 0.15% 14,660 $945K Reduce -2.1%
IJT iShares S&P Small-Cap 600 GR 0.14% 6,536 $839K Add +0.5%
IVV iShares Core S&P 500 ETF 0.13% 1,519 $831K Reduce -11.4%
JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F 0.12% 13,730 $743K Reduce -2.6%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 0.12% 22,957 $736K Reduce -0.5%
ENPH Enphase Energy Inc. 0.10% 6,371 $635K Reduce -75.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.10% 2,512 $610K Reduce -5.4%
SBUX Starbucks Corp. 0.08% 6,229 $485K Reduce -83.8%
TTC Toro Co. 0.07% 4,822 $453K No change
MXI iShares Global Materials ETF 0.06% 4,507 $383K Add +0.5%
JXI iShares Global Utilities ETF 0.06% 6,168 $369K Add +0.6%
CVX Chevron Corp. 0.05% 2,000 $313K No change
AMAT Applied Materials Inc. 0.05% 1,278 $302K No change
BX Blackstone Inc. 0.04% 1,990 $246K Reduce -41.1%
APO Apollo Global Management Inc. 0.04% 2,040 $241K Reduce -39.8%
PFF iShares Preferred & Income S 0.04% 7,326 $231K Reduce -33.3%
CG The Carlyle Group Inc. 0.03% 5,041 $202K Reduce -42.2%
GRAL Grail Inc. 0.03% 11,025 $169K Add +11.7%

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

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