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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $624.1M Q1 2024 Q2 2024: $617.7M Q2 2024 Q3 2024: $652.8M $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 · $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%
IJT iShares S&P Small-Cap 600 GR 0.14% 6,542 $913K Add +0.1%
IVV iShares Core S&P 500 ETF 0.12% 1,392 $803K Reduce -8.4%
JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F 0.12% 13,534 $766K Reduce -1.4%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 0.11% 22,116 $713K Reduce -3.7%
IJH iShares Core S&P Midcap ETF 0.11% 11,395 $710K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.10% 2,529 $667K Add +0.7%
XLF SS Financial Select Sector 0.10% 14,546 $659K New
MBLY Mobileye Global Inc. Class A 0.10% 45,557 $624K Reduce -54.7%
XLV SS Health Care Select Sector 0.08% 3,529 $544K New
JPST JPMorgan Ultra-Short Income 0.08% 10,459 $531K New
SBUX Starbucks Corp. 0.08% 5,354 $522K Reduce -14.1%
ENPH Enphase Energy Inc. 0.08% 4,337 $490K Reduce -31.9%
JXI iShares Global Utilities ETF 0.07% 6,192 $438K Add +0.4%
MXI iShares Global Materials ETF 0.06% 4,397 $410K Reduce -2.4%
TTC Toro Co. 0.06% 4,650 $405K Reduce -3.6%
BX Blackstone Inc. 0.05% 1,990 $305K No change
CVX Chevron Corp. 0.05% 2,041 $301K Add +2.0%
AMAT Applied Materials Inc. 0.04% 1,278 $258K No change
APO Apollo Global Management Inc. 0.04% 2,040 $255K No change
CG The Carlyle Group Inc. 0.03% 5,041 $217K No change
PFF iShares Preferred & Income S 0.03% 6,523 $217K Reduce -11.0%
SCHM Schwab US Mid Cap ETF 0.03% 2,487 $207K New

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

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