Slow Capital, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), Slow Capital, Inc. reported 122 stock positions worth $652.8 million. Its top holding was Broadcom (AVGO) at 5.4% of the portfolio, followed by Nvidia (NVDA, 5.0%) and MercadoLibre (MELI, 3.7%). Compared with Q2 2024, it opened 10 new positions, sold out of 8, added to 68 and reduced 40. The biggest buy was a new position in Atlassian Class A (TEAM) and the biggest sale Nvidia (NVDA, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- GREENBRAE, CA
- CIK
- 0001716984
- Portfolio Value
- $652.8M (Q3 2024)
- SEC Filing
- 0001716984-24-000006 ↗ filed Oct 18, 2024
Holdings Value
Holdings 122 stocks · $652.8M
| AVGO Broadcom Inc. | 5.43% | 205,301 | $35.4M | Reduce -0.2% |
| NVDA Nvidia Corp. | 4.99% | 268,093 | $32.6M | Reduce -7.2% |
| MELI MercadoLibre Inc. | 3.70% | 11,767 | $24.1M | Add +1.9% |
| AMZN Amazon.com Inc. | 3.64% | 127,471 | $23.8M | Add +1.1% |
| TSLA Tesla Inc. | 3.45% | 86,193 | $22.6M | Add +0.9% |
| NFLX Netflix Inc. | 3.26% | 30,020 | $21.3M | Add +1.6% |
| AAPL Apple Inc. | 3.26% | 91,353 | $21.3M | Add +0.6% |
| SGOV iShares 0-3 Month Treasury B | 3.08% | 199,592 | $20.1M | Reduce -8.9% |
| ISRG Intuitive Surgical Inc. | 3.06% | 40,632 | $20.0M | Add +0.7% |
| MUB iShares National Muni Bond E | 3.05% | 183,512 | $19.9M | Add +4.4% |
| SUB iShares Short-Term National | 2.85% | 174,940 | $18.6M | Reduce -6.9% |
| CMF iShares California Muni Bond | 2.81% | 316,083 | $18.4M | Add +7.0% |
| GOOGL Alphabet Inc. Class A | 2.26% | 88,924 | $14.7M | Add +1.5% |
| REGN Regeneron Pharmaceuticals | 1.99% | 12,355 | $13.0M | Add +2.0% |
| COST Costco Wholesale Corp. | 1.94% | 14,292 | $12.7M | Reduce -1.9% |
| AGG iShares Core U.S. Aggregate | 1.47% | 94,814 | $9.6M | Add +2.0% |
| MSFT Microsoft Corp. | 1.29% | 19,625 | $8.4M | Reduce -2.8% |
| ILMN Illumina Inc. | 1.22% | 60,842 | $7.9M | Reduce -8.7% |
| HON Honeywell International Inc. | 1.16% | 36,785 | $7.6M | Add +2.6% |
| ICSH iShares Ultra Short Duration | 1.03% | 132,869 | $6.7M | Reduce -9.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.95% | 13,418 | $6.2M | Reduce -4.2% |
| BNTX Biontech SE-ADR | 0.94% | 51,680 | $6.1M | Add +1.2% |
| FSLR First Solar Inc. | 0.94% | 24,510 | $6.1M | Reduce 0.0% |
| SPOT Spotify Technology SA | 0.93% | 16,459 | $6.1M | Add +0.2% |
| FTNT Fortinet Inc. | 0.92% | 77,236 | $6.0M | Reduce -5.5% |
| IOT Samsara Inc. Class A | 0.91% | 123,886 | $6.0M | Add +5.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.90% | 12,639 | $5.9M | Reduce -0.2% |
| WMT Walmart Inc. | 0.90% | 72,636 | $5.9M | Add +2.3% |
| TIP iShares Tips Bond ETF | 0.88% | 52,265 | $5.8M | Add +2.0% |
| NOW ServiceNow Inc. | 0.81% | 5,941 | $5.3M | Add +0.5% |
| TEAM Atlassian Corp. Class A | 0.80% | 32,920 | $5.2M | New |
| EXAS Exact Sciences Corp. | 0.80% | 76,655 | $5.2M | Add +5.3% |
| ROST Ross Stores Inc. | 0.76% | 32,865 | $4.9M | Add +0.3% |
| ADSK Autodesk Inc. | 0.75% | 17,814 | $4.9M | Reduce -0.1% |
| OLED Universal Display Corp. | 0.75% | 23,351 | $4.9M | Add +4.7% |
| SHW The Sherwin-Williams Co. | 0.75% | 12,780 | $4.9M | Reduce -2.9% |
| IXN iShares Global Tech ETF | 0.73% | 57,877 | $4.8M | Add +0.2% |
| MDB Mongodb Inc. | 0.72% | 17,399 | $4.7M | Add +9.4% |
| TMO Thermo Fisher Scientific Inc. | 0.71% | 7,520 | $4.7M | Add +3.8% |
| GOOG Alphabet Inc. Class C | 0.71% | 27,655 | $4.6M | Reduce -1.1% |
| BSV Vanguard Short-Term Bond ETF | 0.71% | 58,718 | $4.6M | Add +2.0% |
| CAT Caterpillar Inc. | 0.71% | 11,785 | $4.6M | Reduce -1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.70% | 39,055 | $4.6M | Reduce -5.1% |
| AMD Advanced Micro Devices | 0.67% | 26,724 | $4.4M | Reduce -4.6% |
| MU Micron Technology Inc. | 0.66% | 41,226 | $4.3M | Add +0.4% |
| NET Cloudflare Inc. Class A | 0.65% | 52,602 | $4.3M | New |
| AMGN Amgen Inc. | 0.63% | 12,841 | $4.1M | Reduce -4.9% |
| EQIX Equinix Inc. | 0.62% | 4,584 | $4.1M | Add +2.3% |
| DHR Danaher Corp. | 0.62% | 14,551 | $4.0M | New |
| CRSP Crispr Therapeutics AG | 0.62% | 85,910 | $4.0M | Add +8.4% |
| ADI Analog Devices Inc. | 0.61% | 17,393 | $4.0M | Add +0.8% |
| ON On Semiconductor | 0.59% | 53,275 | $3.9M | Reduce -1.0% |
| TXN Texas Instruments Inc. | 0.59% | 18,576 | $3.8M | Add +2.8% |
| SNOW Snowflake Inc. | 0.58% | 32,979 | $3.8M | Add +5.1% |
| TRV The Travelers Cos Inc. | 0.58% | 16,081 | $3.8M | Reduce -4.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.56% | 13,067 | $3.7M | New |
| LOW Lowe's Cos Inc. | 0.56% | 13,529 | $3.7M | Add +4.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.54% | 4,248 | $3.5M | Add +2.6% |
| MCO Moody's Corp. | 0.53% | 7,280 | $3.5M | Add +1.4% |
| ADBE Adobe Inc. | 0.52% | 6,611 | $3.4M | Add +4.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.52% | 33,629 | $3.4M | Add +2.5% |
| SPTS SS SPDR P St Term TSY ETF | 0.52% | 115,184 | $3.4M | Reduce -10.0% |
| MTD Mettler-Toledo International | 0.52% | 2,242 | $3.4M | Add +0.6% |
| TFLO iShares Treasury Floating Ra | 0.51% | 66,225 | $3.4M | Reduce -9.1% |
| AMT American Tower Corp. | 0.51% | 14,178 | $3.3M | Reduce -0.1% |
| DE Deere & Co. | 0.50% | 7,868 | $3.3M | Add +0.6% |
| CB Chubb Ltd. | 0.50% | 11,340 | $3.3M | Add +0.3% |
| CGNX Cognex Corp. | 0.50% | 80,593 | $3.3M | Add +13.2% |
| ACN Accenture PLC Class A | 0.49% | 9,067 | $3.2M | Add +0.3% |
| ITW Illinois Tool Works | 0.49% | 12,074 | $3.2M | Add +10.1% |
| CLX Clorox Company | 0.46% | 18,320 | $3.0M | Add +0.6% |
| UNP Union Pacific Corp. | 0.43% | 11,468 | $2.8M | Add +4.7% |
| EXI iShares Global Industrials E | 0.43% | 18,835 | $2.8M | Add +0.5% |
| CDNS Cadence Design SYS Inc. | 0.43% | 10,315 | $2.8M | Add +0.5% |
| WDAY Workday Inc. Class A | 0.43% | 11,358 | $2.8M | Add +0.7% |
| RXI iShares Global Consumer Disc | 0.40% | 14,848 | $2.6M | Add +1.0% |
| TXG 10X Genomics Inc. Class A | 0.40% | 116,340 | $2.6M | Add +10.3% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.40% | 25,980 | $2.6M | Add +47.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.40% | 28,066 | $2.6M | Add +0.2% |
| VEEV Veeva Systems Inc. Class A | 0.39% | 12,234 | $2.6M | Add +0.7% |
| JNJ Johnson & Johnson | 0.39% | 15,527 | $2.5M | Add +4.8% |
| IXP iShares Global Comm Services | 0.37% | 25,691 | $2.4M | Add +0.2% |
| RGEN Repligen Corp. | 0.37% | 16,226 | $2.4M | Add +0.4% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.37% | 33,317 | $2.4M | Add +22.1% |
| OKTA Okta Inc. | 0.35% | 30,785 | $2.3M | Add +7.2% |
| APD Air Products & Chemicals Inc. | 0.35% | 7,621 | $2.3M | Add +24.8% |
| WOLF Wolfspeed Inc. | 0.31% | 210,496 | $2.0M | Add +53.2% |
| VNQ Vanguard Real Estate ETF | 0.29% | 19,494 | $1.9M | Reduce -1.0% |
| KXI iShares Global Consumer Stap | 0.29% | 28,408 | $1.9M | Add +1.6% |
| MRNA Moderna Inc. | 0.28% | 27,253 | $1.8M | Reduce -14.1% |
| SNPS Synopsys Inc. | 0.27% | 3,449 | $1.7M | New |
| HUBS HubSpot Inc. | 0.26% | 3,168 | $1.7M | Reduce -50.3% |
| IXJ iShares Global Healthcare Et | 0.25% | 16,689 | $1.6M | Add +1.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.22% | 23,172 | $1.5M | Add +16.9% |
| GRAL Grail Inc. | 0.19% | 88,352 | $1.2M | Add +701.4% |
| XOM Exxon Mobil Corp. | 0.17% | 9,536 | $1.1M | Add +0.5% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.16% | 22,594 | $1.1M | Reduce -5.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.15% | 3,770 | $994K | Reduce -1.0% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 14,486 | $983K | Reduce -1.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.14% | 18,425 | $939K | Reduce -61.0% |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -7.2% | 4.99% | −0.79 |
| STAA Staar Surgical Co. | Sold out | 0.00% | −0.52 |
| SGOV iShares 0-3 Month Treasury B | Reduce -8.9% | 3.08% | −0.49 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.39 |
| MBLY Mobileye Global Inc. Class A | Reduce -54.7% | 0.10% | −0.36 |
| HUBS HubSpot Inc. | Reduce -50.3% | 0.26% | −0.35 |
| SUB iShares Short-Term National | Reduce -6.9% | 2.85% | −0.34 |
| MRNA Moderna Inc. | Reduce -14.1% | 0.28% | −0.33 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.33 |
| SDGR Schrodinger Inc. | Sold out | 0.00% | −0.30 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.28 |
| INTC Intel Corp. | Sold out | 0.00% | −0.27 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.27 |
| JMST JPM Ultra-Short Muni Income | Reduce -61.0% | 0.14% | −0.24 |
| SEDG Solaredge Technologies Inc. | Sold out | 0.00% | −0.19 |
| MSFT Microsoft Corp. | Reduce -2.8% | 1.29% | −0.17 |
| ICSH iShares Ultra Short Duration | Reduce -9.1% | 1.03% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 0.71% | −0.12 |
| TFLO iShares Treasury Floating Ra | Reduce -9.1% | 0.51% | −0.08 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -10.0% | 0.52% | −0.08 |
| AMD Advanced Micro Devices | Reduce -4.6% | 0.67% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -1.9% | 1.94% | −0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.2% | 0.90% | −0.06 |
| AMGN Amgen Inc. | Reduce -4.9% | 0.63% | −0.05 |
| TJX TJX Companies Inc. | Reduce -5.1% | 0.70% | −0.03 |
| ENPH Enphase Energy Inc. | Reduce -31.9% | 0.08% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -8.4% | 0.12% | −0.01 |
| TTC Toro Co. | Reduce -3.6% | 0.06% | −0.01 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -3.7% | 0.11% | −0.01 |
| ON On Semiconductor | Reduce -1.0% | 0.59% | −0.00 |
| PFF iShares Preferred & Income S | Reduce -11.0% | 0.03% | −0.00 |
| JPEM JPM Diversified Ret Em Equit | Reduce -1.4% | 0.12% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.2% | 0.15% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.0% | 0.15% | −0.00 |
| MXI iShares Global Materials ETF | Reduce -2.4% | 0.06% | +0.00 |
| SBUX Starbucks Corp. | Reduce -14.1% | 0.08% | +0.00 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -5.0% | 0.16% | +0.01 |
| TRV The Travelers Cos Inc. | Reduce -4.5% | 0.58% | +0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -1.0% | 0.29% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.2% | 0.95% | +0.02 |
| ADSK Autodesk Inc. | Reduce -0.1% | 0.75% | +0.04 |
| FSLR First Solar Inc. | Reduce 0.0% | 0.94% | +0.04 |
| AMT American Tower Corp. | Reduce -0.1% | 0.51% | +0.06 |
| CAT Caterpillar Inc. | Reduce -1.0% | 0.71% | +0.06 |
| AVGO Broadcom Inc. | Reduce -0.2% | 5.43% | +0.08 |
| ILMN Illumina Inc. | Reduce -8.7% | 1.22% | +0.09 |
| SHW The Sherwin-Williams Co. | Reduce -2.9% | 0.75% | +0.11 |
| FTNT Fortinet Inc. | Reduce -5.5% | 0.92% | +0.12 |
Portfolio Buys Q2 2024 → Q3 2024
| TEAM Atlassian Corp. Class A | New | 0.80% | +0.80 |
| TSLA Tesla Inc. | Add +0.9% | 3.45% | +0.72 |
| NET Cloudflare Inc. Class A | New | 0.65% | +0.65 |
| MELI MercadoLibre Inc. | Add +1.9% | 3.70% | +0.63 |
| DHR Danaher Corp. | New | 0.62% | +0.62 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.56% | +0.56 |
| EXAS Exact Sciences Corp. | Add +5.3% | 0.80% | +0.30 |
| BNTX Biontech SE-ADR | Add +1.2% | 0.94% | +0.28 |
| IOT Samsara Inc. Class A | Add +5.9% | 0.91% | +0.28 |
| SNPS Synopsys Inc. | New | 0.27% | +0.27 |
| AAPL Apple Inc. | Add +0.6% | 3.26% | +0.17 |
| GRAL Grail Inc. | Add +701.4% | 0.19% | +0.16 |
| ISRG Intuitive Surgical Inc. | Add +0.7% | 3.06% | +0.15 |
| WMT Walmart Inc. | Add +2.3% | 0.90% | +0.12 |
| IJH iShares Core S&P Midcap ETF | New | 0.11% | +0.11 |
| XLF SS Financial Select Sector | New | 0.10% | +0.10 |
| LOW Lowe's Cos Inc. | Add +4.8% | 0.56% | +0.10 |
| SPOT Spotify Technology SA | Add +0.2% | 0.93% | +0.10 |
| CMF iShares California Muni Bond | Add +7.0% | 2.81% | +0.09 |
| EL Estee Lauder Companies Class A | Add +47.9% | 0.40% | +0.09 |
| APD Air Products & Chemicals Inc. | Add +24.8% | 0.35% | +0.09 |
| XLV SS Health Care Select Sector | New | 0.08% | +0.08 |
| JPST JPMorgan Ultra-Short Income | New | 0.08% | +0.08 |
| MDB Mongodb Inc. | Add +9.4% | 0.72% | +0.08 |
| EQIX Equinix Inc. | Add +2.3% | 0.62% | +0.07 |
| TXG 10X Genomics Inc. Class A | Add +10.3% | 0.40% | +0.07 |
| ITW Illinois Tool Works | Add +10.1% | 0.49% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | Add +3.8% | 0.71% | +0.06 |
| NOW ServiceNow Inc. | Add +0.5% | 0.81% | +0.06 |
| APTV Aptiv Irish Holdings Ltd. | Add +22.1% | 0.37% | +0.06 |
| CLX Clorox Company | Add +0.6% | 0.46% | +0.05 |
| ACN Accenture PLC Class A | Add +0.3% | 0.49% | +0.05 |
| MCO Moody's Corp. | Add +1.4% | 0.53% | +0.04 |
| RGEN Repligen Corp. | Add +0.4% | 0.37% | +0.04 |
| VEU Vanguard Ftse All-World Ex-U | Add +16.9% | 0.22% | +0.04 |
| JNJ Johnson & Johnson | Add +4.8% | 0.39% | +0.04 |
| NFLX Netflix Inc. | Add +1.6% | 3.26% | +0.03 |
| CB Chubb Ltd. | Add +0.3% | 0.50% | +0.03 |
| VEEV Veeva Systems Inc. Class A | Add +0.7% | 0.39% | +0.03 |
| UNP Union Pacific Corp. | Add +4.7% | 0.43% | +0.03 |
| SCHM Schwab US Mid Cap ETF | New | 0.03% | +0.03 |
| DE Deere & Co. | Add +0.6% | 0.50% | +0.03 |
| MUB iShares National Muni Bond E | Add +4.4% | 3.05% | +0.02 |
| RXI iShares Global Consumer Disc | Add +1.0% | 0.40% | +0.02 |
| EXI iShares Global Industrials E | Add +0.5% | 0.43% | +0.02 |
| TXN Texas Instruments Inc. | Add +2.8% | 0.59% | +0.02 |
| WDAY Workday Inc. Class A | Add +0.7% | 0.43% | +0.02 |
| KXI iShares Global Consumer Stap | Add +1.6% | 0.29% | +0.01 |
| MTD Mettler-Toledo International | Add +0.6% | 0.52% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +2.0% | 1.47% | +0.01 |
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 |