Slow Capital, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Slow Capital, Inc. reported 111 stock positions worth $746.9 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 5.2% of the portfolio, followed by Broadcom (AVGO, 4.8%) and Netflix (NFLX, 4.3%). Compared with Q4 2024, it opened 3 new positions, sold out of 12, added to 66 and reduced 36. The biggest buy was MercadoLibre (MELI, shares +24%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- GREENBRAE, CA
- CIK
- 0001716984
- Portfolio Value
- $746.9M (Q1 2025)
- SEC Filing
- 0001716984-25-000004 ↗ filed May 2, 2025
Holdings Value
Holdings 111 stocks · $746.9M
| SGOV iShares 0-3 Month Treasury B | 5.24% | 388,814 | $39.1M | Reduce -12.9% |
| AVGO Broadcom Inc. | 4.80% | 214,247 | $35.9M | Add +7.2% |
| NFLX Netflix Inc. | 4.34% | 34,727 | $32.4M | Add +18.9% |
| NVDA Nvidia Corp. | 4.31% | 296,880 | $32.2M | Add +18.6% |
| MELI MercadoLibre Inc. | 3.88% | 14,845 | $29.0M | Add +23.6% |
| AMZN Amazon.com Inc. | 3.86% | 151,663 | $28.9M | Add +21.6% |
| ISRG Intuitive Surgical Inc. | 3.24% | 48,887 | $24.2M | Add +20.2% |
| AAPL Apple Inc. | 3.17% | 106,542 | $23.7M | Add +21.1% |
| TSLA Tesla Inc. | 3.12% | 90,000 | $23.3M | Add +14.5% |
| MUB iShares National Muni Bond E | 2.71% | 192,248 | $20.3M | Add +1.4% |
| CMF iShares California Muni Bond | 2.48% | 328,899 | $18.5M | Add +15.9% |
| SUB iShares Short-Term National | 2.42% | 171,133 | $18.1M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 2.39% | 115,269 | $17.8M | Add +32.5% |
| COST Costco Wholesale Corp. | 2.20% | 17,412 | $16.5M | Add +27.2% |
| SPOT Spotify Technology SA | 1.79% | 24,272 | $13.4M | Add +52.4% |
| ICSH iShares Ultra Short Duration | 1.78% | 261,507 | $13.3M | Reduce -12.3% |
| REGN Regeneron Pharmaceuticals | 1.65% | 19,480 | $12.4M | Add +52.6% |
| AGG iShares Core U.S. Aggregate | 1.25% | 94,020 | $9.3M | Reduce -1.2% |
| NOW ServiceNow Inc. | 1.22% | 11,408 | $9.1M | Add +93.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.14% | 24,098 | $8.5M | Add +85.1% |
| ROST Ross Stores Inc. | 1.03% | 60,196 | $7.7M | Add +83.8% |
| ADSK Autodesk Inc. | 1.02% | 29,047 | $7.6M | Add +64.5% |
| ADI Analog Devices Inc. | 1.01% | 37,448 | $7.6M | Add +108.2% |
| FTNT Fortinet Inc. | 0.98% | 76,284 | $7.3M | Add +0.1% |
| TEAM Atlassian Corp. Class A | 0.97% | 34,274 | $7.3M | Add +1.2% |
| HUBS HubSpot Inc. | 0.91% | 11,893 | $6.8M | Add +95.7% |
| DE Deere & Co. | 0.91% | 14,399 | $6.8M | Add +80.0% |
| SNPS Synopsys Inc. | 0.89% | 15,584 | $6.7M | Add +154.4% |
| MSFT Microsoft Corp. | 0.88% | 17,605 | $6.6M | Add +1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.88% | 12,277 | $6.5M | Add +1.4% |
| CB Chubb Ltd. | 0.85% | 21,118 | $6.4M | Add +87.0% |
| AMT American Tower Corp. | 0.83% | 28,573 | $6.2M | Add +98.2% |
| ILMN Illumina Inc. | 0.83% | 78,316 | $6.2M | Add +35.5% |
| NET Cloudflare Inc. Class A | 0.81% | 54,016 | $6.1M | Add +1.2% |
| DDOG Datadog Inc. Class A | 0.80% | 60,223 | $6.0M | Add +124.0% |
| WMT Walmart Inc. | 0.77% | 65,863 | $5.8M | Reduce -0.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.77% | 11,834 | $5.7M | Add +1.7% |
| TIP iShares Tips Bond ETF | 0.77% | 51,496 | $5.7M | Reduce -1.5% |
| VEEV Veeva Systems Inc. Class A | 0.75% | 24,047 | $5.6M | Add +97.1% |
| FSLR First Solar Inc. | 0.74% | 43,757 | $5.5M | Add +88.9% |
| TFLO iShares Treasury Floating Ra | 0.72% | 105,869 | $5.4M | Add +24.6% |
| WDAY Workday Inc. Class A | 0.71% | 22,835 | $5.3M | Add +100.9% |
| CLX Clorox Company | 0.69% | 35,210 | $5.2M | Add +90.7% |
| SPTS SS SPDR P St Term TSY ETF | 0.67% | 171,678 | $5.0M | Add +15.5% |
| MTD Mettler-Toledo International | 0.67% | 4,240 | $5.0M | Add +87.9% |
| ACN Accenture PLC Class A | 0.67% | 16,019 | $5.0M | Add +76.8% |
| IOT Samsara Inc. Class A | 0.67% | 129,875 | $5.0M | Reduce -0.9% |
| ON On Semiconductor | 0.63% | 115,112 | $4.7M | Add +114.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.63% | 38,383 | $4.7M | Add +1.8% |
| SNOW Snowflake Inc. | 0.62% | 31,731 | $4.6M | Reduce -4.3% |
| BSV Vanguard Short-Term Bond ETF | 0.61% | 58,153 | $4.6M | Reduce -6.6% |
| BNTX Biontech SE-ADR | 0.59% | 48,761 | $4.4M | Add +0.1% |
| ESTC Elastic NV | 0.59% | 49,151 | $4.4M | Reduce -3.4% |
| SHW The Sherwin-Williams Co. | 0.57% | 12,152 | $4.2M | Add +1.3% |
| RGEN Repligen Corp. | 0.56% | 32,877 | $4.2M | Add +96.2% |
| EQIX Equinix Inc. | 0.56% | 5,110 | $4.2M | Add +1.4% |
| TRV The Travelers Cos Inc. | 0.55% | 15,583 | $4.1M | Add +1.3% |
| AMGN Amgen Inc. | 0.53% | 12,697 | $4.0M | Add +1.8% |
| OLED Universal Display Corp. | 0.51% | 27,479 | $3.8M | Add +1.5% |
| TMO Thermo Fisher Scientific Inc. | 0.49% | 7,330 | $3.6M | Reduce -1.6% |
| MU Micron Technology Inc. | 0.48% | 41,656 | $3.6M | Add +1.7% |
| CAT Caterpillar Inc. | 0.48% | 10,834 | $3.6M | Add +1.3% |
| GOOG Alphabet Inc. Class C | 0.47% | 22,522 | $3.5M | Reduce -1.9% |
| ITW Illinois Tool Works | 0.47% | 13,991 | $3.5M | Add +3.7% |
| GRAL Grail Inc. | 0.46% | 135,957 | $3.5M | Add +2.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.46% | 33,167 | $3.4M | Reduce -6.3% |
| EXAS Exact Sciences Corp. | 0.46% | 78,947 | $3.4M | Reduce -3.7% |
| MCO Moody's Corp. | 0.45% | 7,217 | $3.4M | Add +1.5% |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 0.45% | 12,237 | $3.3M | New |
| HON Honeywell International Inc. | 0.45% | 15,718 | $3.3M | Reduce -17.6% |
| IXN iShares Global Tech ETF | 0.44% | 43,556 | $3.3M | Reduce -23.7% |
| MBLY Mobileye Global Inc. Class A | 0.43% | 224,653 | $3.2M | Reduce -8.8% |
| TXN Texas Instruments Inc. | 0.42% | 17,653 | $3.2M | Add +2.1% |
| LOW Lowe's Cos Inc. | 0.41% | 13,238 | $3.1M | Add +2.0% |
| MDB Mongodb Inc. | 0.40% | 17,170 | $3.0M | Reduce -5.3% |
| UNP Union Pacific Corp. | 0.40% | 12,529 | $3.0M | Add +1.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.39% | 4,447 | $2.9M | Add +2.0% |
| ADBE Adobe Inc. | 0.38% | 7,361 | $2.8M | Add +1.5% |
| AMD Advanced Micro Devices | 0.38% | 27,299 | $2.8M | Add +0.8% |
| CDNS Cadence Design SYS Inc. | 0.35% | 10,379 | $2.6M | Add +1.5% |
| DHR Danaher Corp. | 0.32% | 11,700 | $2.4M | Reduce -16.6% |
| JNJ Johnson & Johnson | 0.31% | 13,944 | $2.3M | Add +1.7% |
| RXI iShares Global Consumer Disc | 0.30% | 12,516 | $2.2M | Reduce -14.2% |
| CRSP Crispr Therapeutics AG | 0.30% | 65,244 | $2.2M | Add +6.0% |
| APD Air Products & Chemicals Inc. | 0.29% | 7,389 | $2.2M | Add +2.8% |
| APTV Aptiv PLC | 0.27% | 34,473 | $2.1M | Add +3.5% |
| IXP iShares Global Comm Services | 0.27% | 21,090 | $2.0M | Reduce -16.4% |
| EXI iShares Global Industrials E | 0.26% | 13,542 | $2.0M | Reduce -26.9% |
| CGNX Cognex Corp. | 0.26% | 64,048 | $1.9M | Add +6.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.21% | 18,766 | $1.6M | Reduce -32.1% |
| VNQ Vanguard Real Estate ETF | 0.19% | 15,797 | $1.4M | Reduce -18.3% |
| IXJ iShares Global Healthcare Et | 0.17% | 13,546 | $1.2M | Reduce -16.2% |
| SOFI Sofi Technologies Inc. | 0.14% | 92,554 | $1.1M | New |
| XOM Exxon Mobil Corp. | 0.14% | 8,830 | $1.1M | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.13% | 16,562 | $1.0M | Reduce -29.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.13% | 18,719 | $952K | Reduce -73.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 3,276 | $842K | Reduce -13.7% |
| IVV iShares Core S&P 500 ETF | 0.10% | 1,392 | $782K | No change |
| XLF SS Financial Select Sector | 0.10% | 14,546 | $725K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.09% | 16,498 | $667K | Reduce -21.0% |
Portfolio Sells Q4 2024 → Q1 2025
| SGOV iShares 0-3 Month Treasury B | Reduce -12.9% | 5.24% | −1.10 |
| JMST JPM Ultra-Short Muni Income | Reduce -73.7% | 0.13% | −0.38 |
| ICSH iShares Ultra Short Duration | Reduce -12.3% | 1.78% | −0.35 |
| MBLY Mobileye Global Inc. Class A | Reduce -8.8% | 0.43% | −0.26 |
| IXN iShares Global Tech ETF | Reduce -23.7% | 0.44% | −0.24 |
| SUB iShares Short-Term National | Reduce -3.0% | 2.42% | −0.22 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.20 |
| EXAS Exact Sciences Corp. | Reduce -3.7% | 0.46% | −0.19 |
| MDB Mongodb Inc. | Reduce -5.3% | 0.40% | −0.19 |
| HON Honeywell International Inc. | Reduce -17.6% | 0.45% | −0.16 |
| KXI iShares Global Consumer Stap | Reduce -66.5% | 0.08% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -1.9% | 0.47% | −0.15 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -32.1% | 0.21% | −0.15 |
| IOT Samsara Inc. Class A | Reduce -0.9% | 0.67% | −0.14 |
| DHR Danaher Corp. | Reduce -16.6% | 0.32% | −0.13 |
| ESTC Elastic NV | Reduce -3.4% | 0.59% | −0.13 |
| EXI iShares Global Industrials E | Reduce -26.9% | 0.26% | −0.11 |
| SNOW Snowflake Inc. | Reduce -4.3% | 0.62% | −0.10 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.09 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -62.4% | 0.04% | −0.08 |
| RXI iShares Global Consumer Disc | Reduce -14.2% | 0.30% | −0.08 |
| BSV Vanguard Short-Term Bond ETF | Reduce -6.6% | 0.61% | −0.07 |
| IXP iShares Global Comm Services | Reduce -16.4% | 0.27% | −0.07 |
| WMT Walmart Inc. | Reduce -0.1% | 0.77% | −0.07 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.06 |
| JPEM JPM Diversified Ret Em Equit | Reduce -65.6% | 0.03% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.6% | 0.49% | −0.06 |
| AGG iShares Core U.S. Aggregate | Reduce -1.2% | 1.25% | −0.06 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -29.8% | 0.13% | −0.06 |
| JXI iShares Global Utilities ETF | Sold out | 0.00% | −0.05 |
| SCHX Schwab US Large-Cap ETF | Reduce -30.4% | 0.09% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -18.3% | 0.19% | −0.05 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.05 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.05 |
| TTC Toro Co. | Sold out | 0.00% | −0.05 |
| MXI iShares Global Materials ETF | Sold out | 0.00% | −0.04 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -6.3% | 0.46% | −0.04 |
| TXG 10X Genomics Inc. Class A | Sold out | 0.00% | −0.04 |
| CG The Carlyle Group Inc. | Sold out | 0.00% | −0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -13.7% | 0.11% | −0.03 |
| IXJ iShares Global Healthcare Et | Reduce -16.2% | 0.17% | −0.03 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.03 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -21.0% | 0.09% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -19.8% | 0.07% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -1.5% | 0.77% | −0.02 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -20.3% | 0.08% | −0.02 |
| V Visa Inc. Class A | Reduce -5.7% | 0.03% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| MELI MercadoLibre Inc. | Add +23.6% | 3.88% | +0.99 |
| SPOT Spotify Technology SA | Add +52.4% | 1.79% | +0.78 |
| NFLX Netflix Inc. | Add +18.9% | 4.34% | +0.65 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +85.1% | 1.14% | +0.51 |
| SNPS Synopsys Inc. | Add +154.4% | 0.89% | +0.47 |
| ADI Analog Devices Inc. | Add +108.2% | 1.01% | +0.47 |
| AMT American Tower Corp. | Add +98.2% | 0.83% | +0.46 |
| ONC Beone Medicines Ltd.-ADR | New | 0.45% | +0.45 |
| COST Costco Wholesale Corp. | Add +27.2% | 2.20% | +0.43 |
| DE Deere & Co. | Add +80.0% | 0.91% | +0.43 |
| CB Chubb Ltd. | Add +87.0% | 0.85% | +0.41 |
| VEEV Veeva Systems Inc. Class A | Add +97.1% | 0.75% | +0.38 |
| REGN Regeneron Pharmaceuticals | Add +52.6% | 1.65% | +0.37 |
| NOW ServiceNow Inc. | Add +93.8% | 1.22% | +0.33 |
| ROST Ross Stores Inc. | Add +83.8% | 1.03% | +0.33 |
| HUBS HubSpot Inc. | Add +95.7% | 0.91% | +0.31 |
| WDAY Workday Inc. Class A | Add +100.9% | 0.71% | +0.30 |
| MTD Mettler-Toledo International | Add +87.9% | 0.67% | +0.28 |
| ADSK Autodesk Inc. | Add +64.5% | 1.02% | +0.28 |
| CLX Clorox Company | Add +90.7% | 0.69% | +0.27 |
| DDOG Datadog Inc. Class A | Add +124.0% | 0.80% | +0.26 |
| ISRG Intuitive Surgical Inc. | Add +20.2% | 3.24% | +0.24 |
| RGEN Repligen Corp. | Add +96.2% | 0.56% | +0.22 |
| ACN Accenture PLC Class A | Add +76.8% | 0.67% | +0.22 |
| CMF iShares California Muni Bond | Add +15.9% | 2.48% | +0.18 |
| FSLR First Solar Inc. | Add +88.9% | 0.74% | +0.16 |
| ON On Semiconductor | Add +114.3% | 0.63% | +0.15 |
| SOFI Sofi Technologies Inc. | New | 0.14% | +0.14 |
| GRAL Grail Inc. | Add +2.0% | 0.46% | +0.13 |
| TFLO iShares Treasury Floating Ra | Add +24.6% | 0.72% | +0.11 |
| VRTX Vertex Pharmaceuticals Inc. | Add +1.7% | 0.77% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.4% | 0.88% | +0.10 |
| AMGN Amgen Inc. | Add +1.8% | 0.53% | +0.07 |
| SPTS SS SPDR P St Term TSY ETF | Add +15.5% | 0.67% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +32.5% | 2.39% | +0.05 |
| AAPL Apple Inc. | Add +21.1% | 3.17% | +0.05 |
| JNJ Johnson & Johnson | Add +1.7% | 0.31% | +0.03 |
| TRV The Travelers Cos Inc. | Add +1.3% | 0.55% | +0.03 |
| IBRX Immunitybio Inc. | New | 0.00% | +0.00 |
| NET Cloudflare Inc. Class A | Add +1.2% | 0.81% | +0.00 |
| UNP Union Pacific Corp. | Add +1.7% | 0.40% | −0.00 |
| MU Micron Technology Inc. | Add +1.7% | 0.48% | −0.00 |
| APD Air Products & Chemicals Inc. | Add +2.8% | 0.29% | −0.00 |
| AMZN Amazon.com Inc. | Add +21.6% | 3.86% | −0.01 |
| SHW The Sherwin-Williams Co. | Add +1.3% | 0.57% | −0.01 |
| APTV Aptiv PLC | Add +3.5% | 0.27% | −0.01 |
| TJX TJX Companies Inc. | Add +1.8% | 0.63% | −0.02 |
| ITW Illinois Tool Works | Add +3.7% | 0.47% | −0.02 |
| MCO Moody's Corp. | Add +1.5% | 0.45% | −0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.0% | 0.39% | −0.03 |
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 |