Slow Capital, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Slow Capital, Inc. reported 120 stock positions worth $706.5 million. Its top holding was Broadcom (AVGO) at 6.6% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 6.3%) and Nvidia (NVDA, 4.8%). Compared with Q3 2024, it opened 3 new positions, sold out of 5, added to 43 and reduced 64. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +124%) and the biggest sale Honeywell International (HON, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- GREENBRAE, CA
- CIK
- 0001716984
- Portfolio Value
- $706.5M (Q4 2024)
- SEC Filing
- 0001716984-25-000001 ↗ filed Jan 22, 2025
Holdings Value
Holdings 120 stocks · $706.5M
| AVGO Broadcom Inc. | 6.56% | 199,870 | $46.3M | Reduce -2.6% |
| SGOV iShares 0-3 Month Treasury B | 6.34% | 446,251 | $44.8M | Add +123.6% |
| NVDA Nvidia Corp. | 4.76% | 250,364 | $33.6M | Reduce -6.6% |
| TSLA Tesla Inc. | 4.49% | 78,572 | $31.7M | Reduce -8.8% |
| AMZN Amazon.com Inc. | 3.87% | 124,675 | $27.4M | Reduce -2.2% |
| NFLX Netflix Inc. | 3.68% | 29,201 | $26.0M | Reduce -2.7% |
| AAPL Apple Inc. | 3.12% | 88,014 | $22.0M | Reduce -3.7% |
| ISRG Intuitive Surgical Inc. | 3.00% | 40,660 | $21.2M | Add +0.1% |
| MELI MercadoLibre Inc. | 2.89% | 12,009 | $20.4M | Add +2.1% |
| MUB iShares National Muni Bond E | 2.86% | 189,674 | $20.2M | Add +3.4% |
| SUB iShares Short-Term National | 2.64% | 176,496 | $18.6M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 2.33% | 87,023 | $16.5M | Reduce -2.1% |
| CMF iShares California Muni Bond | 2.30% | 283,724 | $16.3M | Reduce -10.2% |
| ICSH iShares Ultra Short Duration | 2.13% | 298,028 | $15.0M | Add +124.3% |
| COST Costco Wholesale Corp. | 1.78% | 13,689 | $12.5M | Reduce -4.2% |
| AGG iShares Core U.S. Aggregate | 1.30% | 95,141 | $9.2M | Add +0.3% |
| REGN Regeneron Pharmaceuticals | 1.29% | 12,765 | $9.1M | Add +3.3% |
| TEAM Atlassian Corp. Class A | 1.17% | 33,879 | $8.2M | Add +2.9% |
| ILMN Illumina Inc. | 1.09% | 57,805 | $7.7M | Reduce -5.0% |
| MSFT Microsoft Corp. | 1.04% | 17,403 | $7.3M | Reduce -11.3% |
| FTNT Fortinet Inc. | 1.02% | 76,209 | $7.2M | Reduce -1.3% |
| SPOT Spotify Technology SA | 1.01% | 15,928 | $7.1M | Reduce -3.2% |
| NOW ServiceNow Inc. | 0.88% | 5,888 | $6.2M | Reduce -0.9% |
| WMT Walmart Inc. | 0.84% | 65,942 | $6.0M | Reduce -9.2% |
| NET Cloudflare Inc. Class A | 0.81% | 53,389 | $5.7M | Add +1.5% |
| IOT Samsara Inc. Class A | 0.81% | 131,115 | $5.7M | Add +5.8% |
| TIP iShares Tips Bond ETF | 0.79% | 52,301 | $5.6M | Add +0.1% |
| BNTX Biontech SE-ADR | 0.79% | 48,727 | $5.6M | Reduce -5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 12,101 | $5.5M | Reduce -9.8% |
| ADSK Autodesk Inc. | 0.74% | 17,660 | $5.2M | Reduce -0.9% |
| SNOW Snowflake Inc. | 0.72% | 33,156 | $5.1M | Add +0.5% |
| ESTC Elastic NV | 0.71% | 50,861 | $5.0M | New |
| ROST Ross Stores Inc. | 0.70% | 32,758 | $5.0M | Reduce -0.3% |
| MBLY Mobileye Global Inc. Class A | 0.69% | 246,314 | $4.9M | Add +440.7% |
| IXN iShares Global Tech ETF | 0.69% | 57,109 | $4.8M | Reduce -1.3% |
| BSV Vanguard Short-Term Bond ETF | 0.68% | 62,237 | $4.8M | Add +6.0% |
| EQIX Equinix Inc. | 0.67% | 5,041 | $4.8M | Add +10.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.66% | 11,636 | $4.7M | Reduce -7.9% |
| EXAS Exact Sciences Corp. | 0.65% | 82,001 | $4.6M | Add +7.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.64% | 37,692 | $4.6M | Reduce -3.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.63% | 13,018 | $4.5M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.62% | 22,960 | $4.4M | Reduce -17.0% |
| SPTS SS SPDR P St Term TSY ETF | 0.61% | 148,675 | $4.3M | Add +29.1% |
| HON Honeywell International Inc. | 0.61% | 19,072 | $4.3M | Reduce -48.1% |
| TFLO iShares Treasury Floating Ra | 0.61% | 85,003 | $4.3M | Add +28.4% |
| HUBS HubSpot Inc. | 0.60% | 6,078 | $4.2M | Add +91.9% |
| MDB Mongodb Inc. | 0.60% | 18,134 | $4.2M | Add +4.2% |
| FSLR First Solar Inc. | 0.58% | 23,163 | $4.1M | Reduce -5.5% |
| SHW The Sherwin-Williams Co. | 0.58% | 11,999 | $4.1M | Reduce -6.1% |
| OLED Universal Display Corp. | 0.56% | 27,065 | $4.0M | Add +15.9% |
| CAT Caterpillar Inc. | 0.55% | 10,692 | $3.9M | Reduce -9.3% |
| TMO Thermo Fisher Scientific Inc. | 0.55% | 7,447 | $3.9M | Reduce -1.0% |
| DDOG Datadog Inc. Class A | 0.54% | 26,891 | $3.8M | New |
| ADI Analog Devices Inc. | 0.54% | 17,984 | $3.8M | Add +3.4% |
| TRV The Travelers Cos Inc. | 0.52% | 15,385 | $3.7M | Reduce -4.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.51% | 71,074 | $3.6M | Add +285.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.50% | 35,398 | $3.6M | Add +5.3% |
| MU Micron Technology Inc. | 0.49% | 40,946 | $3.4M | Reduce -0.7% |
| ITW Illinois Tool Works | 0.49% | 13,487 | $3.4M | Add +11.7% |
| DE Deere & Co. | 0.48% | 7,998 | $3.4M | Add +1.6% |
| ON On Semiconductor | 0.48% | 53,705 | $3.4M | Add +0.8% |
| MCO Moody's Corp. | 0.48% | 7,111 | $3.4M | Reduce -2.3% |
| AMD Advanced Micro Devices | 0.46% | 27,095 | $3.3M | Add +1.4% |
| AMGN Amgen Inc. | 0.46% | 12,476 | $3.3M | Reduce -2.8% |
| TXN Texas Instruments Inc. | 0.46% | 17,294 | $3.2M | Reduce -6.9% |
| ADBE Adobe Inc. | 0.46% | 7,250 | $3.2M | Add +9.7% |
| DHR Danaher Corp. | 0.46% | 14,027 | $3.2M | Reduce -3.6% |
| LOW Lowe's Cos Inc. | 0.45% | 12,981 | $3.2M | Reduce -4.0% |
| ACN Accenture PLC Class A | 0.45% | 9,058 | $3.2M | Reduce -0.1% |
| CB Chubb Ltd. | 0.44% | 11,290 | $3.1M | Reduce -0.4% |
| CDNS Cadence Design SYS Inc. | 0.43% | 10,224 | $3.1M | Reduce -0.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.43% | 4,360 | $3.0M | Add +2.6% |
| CLX Clorox Company | 0.42% | 18,462 | $3.0M | Add +0.8% |
| SNPS Synopsys Inc. | 0.42% | 6,126 | $3.0M | Add +77.6% |
| WDAY Workday Inc. Class A | 0.42% | 11,367 | $2.9M | Add +0.1% |
| UNP Union Pacific Corp. | 0.40% | 12,315 | $2.8M | Add +7.4% |
| MTD Mettler-Toledo International | 0.39% | 2,256 | $2.8M | Add +0.6% |
| RXI iShares Global Consumer Disc | 0.38% | 14,587 | $2.7M | Reduce -1.8% |
| AMT American Tower Corp. | 0.38% | 14,417 | $2.7M | Add +1.7% |
| EXI iShares Global Industrials E | 0.37% | 18,526 | $2.6M | Reduce -1.6% |
| VEEV Veeva Systems Inc. Class A | 0.36% | 12,199 | $2.6M | Reduce -0.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.36% | 27,644 | $2.5M | Reduce -1.5% |
| IXP iShares Global Comm Services | 0.35% | 25,222 | $2.4M | Reduce -1.8% |
| CRSP Crispr Therapeutics AG | 0.34% | 61,575 | $2.4M | Reduce -28.3% |
| RGEN Repligen Corp. | 0.34% | 16,760 | $2.4M | Add +3.3% |
| GRAL Grail Inc. | 0.34% | 133,284 | $2.4M | Add +50.9% |
| CGNX Cognex Corp. | 0.31% | 60,350 | $2.2M | Reduce -25.1% |
| APD Air Products & Chemicals Inc. | 0.30% | 7,190 | $2.1M | Reduce -5.7% |
| APTV Aptiv PLC | 0.28% | 33,296 | $2.0M | No change |
| JNJ Johnson & Johnson | 0.28% | 13,705 | $2.0M | Reduce -11.7% |
| VNQ Vanguard Real Estate ETF | 0.24% | 19,338 | $1.7M | Reduce -0.8% |
| KXI iShares Global Consumer Stap | 0.24% | 27,850 | $1.7M | Reduce -2.0% |
| JPST JPMorgan Ultra-Short Income | 0.20% | 28,140 | $1.4M | Add +169.1% |
| IXJ iShares Global Healthcare Et | 0.20% | 16,161 | $1.4M | Reduce -3.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.19% | 23,587 | $1.4M | Add +1.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.14% | 3,797 | $1.0M | Add +0.7% |
| SCHX Schwab US Large-Cap ETF | 0.14% | 42,953 | $996K | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 0.13% | 8,830 | $950K | Reduce -7.4% |
| IJT iShares S&P Small-Cap 600 GR | 0.12% | 6,464 | $875K | Reduce -1.2% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.12% | 20,881 | $826K | Reduce -7.6% |
Portfolio Sells Q3 2024 → Q4 2024
| HON Honeywell International Inc. | Reduce -48.1% | 0.61% | −0.56 |
| CMF iShares California Muni Bond | Reduce -10.2% | 2.30% | −0.51 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.40 |
| FSLR First Solar Inc. | Reduce -5.5% | 0.58% | −0.36 |
| TXG 10X Genomics Inc. Class A | Reduce -81.5% | 0.04% | −0.36 |
| WOLF Wolfspeed Inc. | Sold out | 0.00% | −0.31 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.28 |
| CRSP Crispr Therapeutics AG | Reduce -28.3% | 0.34% | −0.28 |
| OKTA Okta Inc. | Reduce -74.3% | 0.09% | −0.26 |
| MSFT Microsoft Corp. | Reduce -11.3% | 1.04% | −0.26 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -7.9% | 0.66% | −0.24 |
| NVDA Nvidia Corp. | Reduce -6.6% | 4.76% | −0.23 |
| CGNX Cognex Corp. | Reduce -25.1% | 0.31% | −0.19 |
| AMGN Amgen Inc. | Reduce -2.8% | 0.46% | −0.17 |
| SHW The Sherwin-Williams Co. | Reduce -6.1% | 0.58% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -9.8% | 0.78% | −0.17 |
| MU Micron Technology Inc. | Reduce -0.7% | 0.49% | −0.17 |
| COST Costco Wholesale Corp. | Reduce -4.2% | 1.78% | −0.17 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.0% | 0.55% | −0.16 |
| DHR Danaher Corp. | Reduce -3.6% | 0.46% | −0.16 |
| CAT Caterpillar Inc. | Reduce -9.3% | 0.55% | −0.16 |
| BNTX Biontech SE-ADR | Reduce -5.7% | 0.79% | −0.15 |
| AAPL Apple Inc. | Reduce -3.7% | 3.12% | −0.14 |
| TXN Texas Instruments Inc. | Reduce -6.9% | 0.46% | −0.13 |
| ILMN Illumina Inc. | Reduce -5.0% | 1.09% | −0.12 |
| LOW Lowe's Cos Inc. | Reduce -4.0% | 0.45% | −0.11 |
| JNJ Johnson & Johnson | Reduce -11.7% | 0.28% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -17.0% | 0.62% | −0.09 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.08 |
| CB Chubb Ltd. | Reduce -0.4% | 0.44% | −0.06 |
| EXI iShares Global Industrials E | Reduce -1.6% | 0.37% | −0.06 |
| TJX TJX Companies Inc. | Reduce -3.5% | 0.64% | −0.06 |
| ROST Ross Stores Inc. | Reduce -0.3% | 0.70% | −0.06 |
| IXJ iShares Global Healthcare Et | Reduce -3.2% | 0.20% | −0.05 |
| WMT Walmart Inc. | Reduce -9.2% | 0.84% | −0.05 |
| MCO Moody's Corp. | Reduce -2.3% | 0.48% | −0.05 |
| APD Air Products & Chemicals Inc. | Reduce -5.7% | 0.30% | −0.05 |
| TRV The Travelers Cos Inc. | Reduce -4.3% | 0.52% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -0.8% | 0.24% | −0.05 |
| KXI iShares Global Consumer Stap | Reduce -2.0% | 0.24% | −0.05 |
| IXN iShares Global Tech ETF | Reduce -1.3% | 0.69% | −0.05 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -7.6% | 0.12% | −0.05 |
| ACN Accenture PLC Class A | Reduce -0.1% | 0.45% | −0.04 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -1.5% | 0.36% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -7.4% | 0.13% | −0.04 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.03 |
| VEEV Veeva Systems Inc. Class A | Reduce -0.3% | 0.36% | −0.03 |
| JPEM JPM Diversified Ret Em Equit | Reduce -8.3% | 0.09% | −0.03 |
| IXP iShares Global Comm Services | Reduce -1.8% | 0.35% | −0.03 |
| RXI iShares Global Consumer Disc | Reduce -1.8% | 0.38% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| SGOV iShares 0-3 Month Treasury B | Add +123.6% | 6.34% | +3.26 |
| ICSH iShares Ultra Short Duration | Add +124.3% | 2.13% | +1.09 |
| ESTC Elastic NV | New | 0.71% | +0.71 |
| MBLY Mobileye Global Inc. Class A | Add +440.7% | 0.69% | +0.60 |
| DDOG Datadog Inc. Class A | New | 0.54% | +0.54 |
| JMST JPM Ultra-Short Muni Income | Add +285.8% | 0.51% | +0.37 |
| TEAM Atlassian Corp. Class A | Add +2.9% | 1.17% | +0.37 |
| HUBS HubSpot Inc. | Add +91.9% | 0.60% | +0.34 |
| NET Cloudflare Inc. Class A | Add +1.5% | 0.81% | +0.16 |
| SNPS Synopsys Inc. | Add +77.6% | 0.42% | +0.15 |
| GRAL Grail Inc. | Add +50.9% | 0.34% | +0.15 |
| SNOW Snowflake Inc. | Add +0.5% | 0.72% | +0.14 |
| JPST JPMorgan Ultra-Short Income | Add +169.1% | 0.20% | +0.12 |
| TFLO iShares Treasury Floating Ra | Add +28.4% | 0.61% | +0.09 |
| SPTS SS SPDR P St Term TSY ETF | Add +29.1% | 0.61% | +0.09 |
| EQIX Equinix Inc. | Add +10.0% | 0.67% | +0.05 |
| V Visa Inc. Class A | New | 0.03% | +0.03 |
| ITW Illinois Tool Works | Add +11.7% | 0.49% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.7% | 0.14% | −0.01 |
| DJP Ipath Bloomberg Commodity Inc. | Add +1.1% | 0.10% | −0.01 |
| WDAY Workday Inc. Class A | Add +0.1% | 0.42% | −0.01 |
| STIP iShares 0-5 Year Tips Bond E | Add +5.3% | 0.50% | −0.02 |
| DE Deere & Co. | Add +1.6% | 0.48% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +6.0% | 0.68% | −0.03 |
| RGEN Repligen Corp. | Add +3.3% | 0.34% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.8% | 0.19% | −0.03 |
| CLX Clorox Company | Add +0.8% | 0.42% | −0.03 |
| UNP Union Pacific Corp. | Add +7.4% | 0.40% | −0.04 |
| ISRG Intuitive Surgical Inc. | Add +0.1% | 3.00% | −0.05 |
| ADBE Adobe Inc. | Add +9.7% | 0.46% | −0.07 |
| ADI Analog Devices Inc. | Add +3.4% | 0.54% | −0.07 |
| TIP iShares Tips Bond ETF | Add +0.1% | 0.79% | −0.10 |
| IOT Samsara Inc. Class A | Add +5.8% | 0.81% | −0.10 |
| ON On Semiconductor | Add +0.8% | 0.48% | −0.11 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.6% | 0.43% | −0.11 |
| MDB Mongodb Inc. | Add +4.2% | 0.60% | −0.12 |
| MTD Mettler-Toledo International | Add +0.6% | 0.39% | −0.12 |
| AMT American Tower Corp. | Add +1.7% | 0.38% | −0.13 |
| EXAS Exact Sciences Corp. | Add +7.0% | 0.65% | −0.15 |
| AGG iShares Core U.S. Aggregate | Add +0.3% | 1.30% | −0.17 |
| OLED Universal Display Corp. | Add +15.9% | 0.56% | −0.19 |
| MUB iShares National Muni Bond E | Add +3.4% | 2.86% | −0.19 |
| AMD Advanced Micro Devices | Add +1.4% | 0.46% | −0.21 |
| SUB iShares Short-Term National | Add +0.9% | 2.64% | −0.21 |
| REGN Regeneron Pharmaceuticals | Add +3.3% | 1.29% | −0.70 |
| MELI MercadoLibre Inc. | Add +2.1% | 2.89% | −0.81 |
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 |