Slow Capital, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Slow Capital, Inc. reported 117 stock positions worth $816.5 million. Its top holding was Broadcom (AVGO) at 6.8% of the portfolio, followed by Netflix (NFLX, 5.7%) and Nvidia (NVDA, 5.7%). Compared with Q1 2025, it opened 11 new positions, sold out of 5, added to 47 and reduced 52. The biggest buy was MercadoLibre (MELI, shares +0%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- GREENBRAE, CA
- CIK
- 0001716984
- Portfolio Value
- $816.5M (Q2 2025)
- SEC Filing
- 0001716984-25-000006 ↗ filed Jul 23, 2025
Holdings Value
Holdings 117 stocks · $816.5M
| AVGO Broadcom Inc. | 6.77% | 200,407 | $55.2M | Reduce -6.5% |
| NFLX Netflix Inc. | 5.69% | 34,698 | $46.5M | Reduce -0.1% |
| NVDA Nvidia Corp. | 5.68% | 293,384 | $46.4M | Reduce -1.2% |
| MELI MercadoLibre Inc. | 4.77% | 14,908 | $39.0M | Add +0.4% |
| AMZN Amazon.com Inc. | 3.89% | 144,602 | $31.7M | Reduce -4.7% |
| TSLA Tesla Inc. | 3.45% | 88,570 | $28.1M | Reduce -1.6% |
| ISRG Intuitive Surgical Inc. | 3.26% | 49,009 | $26.6M | Add +0.3% |
| AAPL Apple Inc. | 2.72% | 108,161 | $22.2M | Add +1.5% |
| GOOGL Alphabet Inc. Class A | 2.56% | 118,740 | $20.9M | Add +3.0% |
| SPOT Spotify Technology SA | 2.30% | 24,518 | $18.8M | Add +1.0% |
| MUB iShares National Muni Bond E | 2.12% | 165,972 | $17.3M | Reduce -13.7% |
| COST Costco Wholesale Corp. | 2.10% | 17,297 | $17.1M | Reduce -0.7% |
| CMF iShares California Muni Bond | 1.82% | 265,937 | $14.8M | Reduce -19.1% |
| SUB iShares Short-Term National | 1.64% | 125,882 | $13.4M | Reduce -26.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.54% | 24,615 | $12.5M | Add +2.1% |
| SGOV iShares 0-3 Month Treasury B | 1.49% | 121,218 | $12.2M | Reduce -68.8% |
| NOW ServiceNow Inc. | 1.44% | 11,435 | $11.8M | Add +0.2% |
| NET Cloudflare Inc. Class A | 1.29% | 53,966 | $10.6M | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 1.15% | 94,386 | $9.4M | Add +0.4% |
| ADSK Autodesk Inc. | 1.12% | 29,545 | $9.1M | Add +1.7% |
| ADI Analog Devices Inc. | 1.12% | 38,283 | $9.1M | Add +2.2% |
| MSFT Microsoft Corp. | 1.06% | 17,472 | $8.7M | Reduce -0.8% |
| DDOG Datadog Inc. Class A | 1.05% | 63,548 | $8.5M | Add +5.5% |
| SNPS Synopsys Inc. | 1.02% | 16,222 | $8.3M | Add +4.1% |
| FSLR First Solar Inc. | 0.99% | 48,978 | $8.1M | Add +11.9% |
| ROST Ross Stores Inc. | 0.98% | 63,000 | $8.0M | Add +4.7% |
| DE Deere & Co. | 0.92% | 14,739 | $7.5M | Add +2.4% |
| FTNT Fortinet Inc. | 0.90% | 69,887 | $7.4M | Reduce -8.4% |
| GRAL Grail Inc. | 0.90% | 142,840 | $7.3M | Add +5.1% |
| SNOW Snowflake Inc. | 0.89% | 32,358 | $7.2M | Add +2.0% |
| VEEV Veeva Systems Inc. Class A | 0.86% | 24,464 | $7.0M | Add +1.7% |
| TEAM Atlassian Corp. Class A | 0.85% | 34,320 | $7.0M | Add +0.1% |
| HUBS HubSpot Inc. | 0.84% | 12,275 | $6.8M | Add +3.2% |
| REGN Regeneron Pharmaceuticals | 0.80% | 12,409 | $6.5M | Reduce -36.3% |
| AMT American Tower Corp. | 0.79% | 29,050 | $6.4M | Add +1.7% |
| ON On Semiconductor | 0.77% | 120,353 | $6.3M | Add +4.5% |
| CB Chubb Ltd. | 0.76% | 21,442 | $6.2M | Add +1.5% |
| WMT Walmart Inc. | 0.75% | 62,692 | $6.1M | Reduce -4.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 11,988 | $5.8M | Reduce -2.4% |
| TIP iShares Tips Bond ETF | 0.70% | 51,830 | $5.7M | Add +0.7% |
| WDAY Workday Inc. Class A | 0.69% | 23,550 | $5.7M | Add +3.1% |
| MU Micron Technology Inc. | 0.67% | 44,252 | $5.5M | Add +6.2% |
| ILMN Illumina Inc. | 0.65% | 55,198 | $5.3M | Reduce -29.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.64% | 11,814 | $5.3M | Reduce -0.2% |
| MTD Mettler-Toledo International | 0.64% | 4,469 | $5.2M | Add +5.4% |
| ACN Accenture PLC Class A | 0.62% | 16,978 | $5.1M | Add +6.0% |
| IOT Samsara Inc. Class A | 0.61% | 125,814 | $5.0M | Reduce -3.1% |
| BNTX Biontech SE-ADR | 0.59% | 45,346 | $4.8M | Reduce -7.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.58% | 38,307 | $4.7M | Reduce -0.2% |
| DT Dynatrace Inc. | 0.56% | 82,740 | $4.6M | New |
| BSV Vanguard Short-Term Bond ETF | 0.56% | 58,010 | $4.6M | Reduce -0.3% |
| CLX Clorox Company | 0.55% | 37,223 | $4.5M | Add +5.7% |
| RGEN Repligen Corp. | 0.54% | 35,565 | $4.4M | Add +8.2% |
| ONC Beone Medicines Ltd.-ADR | 0.54% | 18,083 | $4.4M | Add +47.8% |
| ESTC Elastic NV | 0.53% | 51,373 | $4.3M | Add +4.5% |
| EXAS Exact Sciences Corp. | 0.52% | 80,255 | $4.3M | Add +1.7% |
| MBLY Mobileye Global Inc. Class A | 0.52% | 234,565 | $4.2M | Add +4.4% |
| CAT Caterpillar Inc. | 0.51% | 10,822 | $4.2M | Reduce -0.1% |
| SHW The Sherwin-Williams Co. | 0.51% | 12,207 | $4.2M | Add +0.5% |
| TRV The Travelers Cos Inc. | 0.50% | 15,379 | $4.1M | Reduce -1.3% |
| AMD Advanced Micro Devices | 0.49% | 28,342 | $4.0M | Add +3.8% |
| GOOG Alphabet Inc. Class C | 0.49% | 22,383 | $4.0M | Reduce -0.6% |
| ARM Arm Holdings PLC-ADR | 0.48% | 24,396 | $3.9M | New |
| EQIX Equinix Inc. | 0.48% | 4,934 | $3.9M | Reduce -3.4% |
| MDB Mongodb Inc. | 0.46% | 18,028 | $3.8M | Add +5.0% |
| CRSP Crispr Therapeutics AG | 0.45% | 75,396 | $3.7M | Add +15.6% |
| MCO Moody's Corp. | 0.45% | 7,256 | $3.6M | Add +0.5% |
| IXN iShares Global Tech ETF | 0.45% | 39,385 | $3.6M | Reduce -9.6% |
| WGS Genedx Holdings Corp. | 0.44% | 39,150 | $3.6M | New |
| TXN Texas Instruments Inc. | 0.44% | 17,157 | $3.6M | Reduce -2.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.43% | 4,420 | $3.5M | Reduce -0.6% |
| AMGN Amgen Inc. | 0.42% | 12,221 | $3.4M | Reduce -3.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.42% | 33,130 | $3.4M | Reduce -0.1% |
| ICSH iShares Ultra Short Duration | 0.41% | 66,501 | $3.4M | Reduce -74.6% |
| ITW Illinois Tool Works | 0.41% | 13,555 | $3.4M | Reduce -3.1% |
| CDNS Cadence Design SYS Inc. | 0.40% | 10,498 | $3.2M | Add +1.1% |
| HON Honeywell International Inc. | 0.39% | 13,572 | $3.2M | Reduce -13.7% |
| TMO Thermo Fisher Scientific Inc. | 0.37% | 7,442 | $3.0M | Add +1.5% |
| ADBE Adobe Inc. | 0.36% | 7,584 | $2.9M | Add +3.0% |
| LOW Lowe's Cos Inc. | 0.36% | 13,096 | $2.9M | Reduce -1.1% |
| UNP Union Pacific Corp. | 0.35% | 12,248 | $2.8M | Reduce -2.2% |
| LLY Eli Lilly & Co. | 0.33% | 3,478 | $2.7M | New |
| APTV Aptiv PLC | 0.30% | 35,638 | $2.4M | Add +3.4% |
| DHR Danaher Corp. | 0.29% | 12,143 | $2.4M | Add +3.8% |
| IXP iShares Global Comm Services | 0.29% | 20,722 | $2.3M | Reduce -1.7% |
| RXI iShares Global Consumer Disc | 0.28% | 12,215 | $2.3M | Reduce -2.4% |
| EXI iShares Global Industrials E | 0.27% | 13,243 | $2.2M | Reduce -2.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 9,509 | $2.2M | New |
| SDGR Schrodinger Inc. | 0.26% | 103,647 | $2.1M | New |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.22% | 35,209 | $1.8M | Add +88.1% |
| JPST JPMorgan Ultra-Short Income | 0.21% | 34,533 | $1.8M | New |
| SPTS SS SPDR P St Term TSY ETF | 0.21% | 57,645 | $1.7M | Reduce -66.4% |
| SOFI Sofi Technologies Inc. | 0.21% | 92,554 | $1.7M | No change |
| TFLO iShares Treasury Floating Ra | 0.21% | 33,261 | $1.7M | Reduce -68.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.19% | 17,364 | $1.6M | Reduce -7.5% |
| VNQ Vanguard Real Estate ETF | 0.17% | 15,988 | $1.4M | Add +1.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.13% | 15,314 | $1.0M | Reduce -7.5% |
| XOM Exxon Mobil Corp. | 0.12% | 8,830 | $952K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 3,304 | $943K | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 0.10% | 1,359 | $844K | Reduce -2.4% |
Portfolio Sells Q1 2025 → Q2 2025
| SGOV iShares 0-3 Month Treasury B | Reduce -68.8% | 1.49% | −3.75 |
| ICSH iShares Ultra Short Duration | Reduce -74.6% | 0.41% | −1.36 |
| REGN Regeneron Pharmaceuticals | Reduce -36.3% | 0.80% | −0.86 |
| SUB iShares Short-Term National | Reduce -26.4% | 1.64% | −0.78 |
| CMF iShares California Muni Bond | Reduce -19.1% | 1.82% | −0.66 |
| MUB iShares National Muni Bond E | Reduce -13.7% | 2.12% | −0.59 |
| OLED Universal Display Corp. | Sold out | 0.00% | −0.51 |
| TFLO iShares Treasury Floating Ra | Reduce -68.6% | 0.21% | −0.51 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -66.4% | 0.21% | −0.47 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.31 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.29 |
| CGNX Cognex Corp. | Sold out | 0.00% | −0.26 |
| ILMN Illumina Inc. | Reduce -29.5% | 0.65% | −0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.4% | 0.71% | −0.16 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.2% | 0.64% | −0.12 |
| AMGN Amgen Inc. | Reduce -3.8% | 0.42% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 2.10% | −0.11 |
| IXJ iShares Global Healthcare Et | Reduce -41.6% | 0.08% | −0.08 |
| FTNT Fortinet Inc. | Reduce -8.4% | 0.90% | −0.08 |
| EQIX Equinix Inc. | Reduce -3.4% | 0.48% | −0.08 |
| HON Honeywell International Inc. | Reduce -13.7% | 0.39% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -1.1% | 0.36% | −0.06 |
| ITW Illinois Tool Works | Reduce -3.1% | 0.41% | −0.05 |
| IOT Samsara Inc. Class A | Reduce -3.1% | 0.61% | −0.05 |
| UNP Union Pacific Corp. | Reduce -2.2% | 0.35% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.3% | 0.56% | −0.05 |
| TRV The Travelers Cos Inc. | Reduce -1.3% | 0.50% | −0.05 |
| TJX TJX Companies Inc. | Reduce -0.2% | 0.58% | −0.05 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -0.1% | 0.42% | −0.04 |
| KXI iShares Global Consumer Stap | Reduce -48.9% | 0.04% | −0.04 |
| WMT Walmart Inc. | Reduce -4.8% | 0.75% | −0.02 |
| RXI iShares Global Consumer Disc | Reduce -2.4% | 0.28% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -7.5% | 0.19% | −0.02 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -30.5% | 0.03% | −0.01 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -2.4% | 0.07% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -14.2% | 0.08% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -7.5% | 0.13% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -6.4% | 0.07% | −0.01 |
| IBRX Immunitybio Inc. | Sold out | 0.00% | −0.00 |
| BNTX Biontech SE-ADR | Reduce -7.0% | 0.59% | −0.00 |
| JPEM JPM Diversified Ret Em Equit | Reduce -8.8% | 0.03% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -2.4% | 0.10% | −0.00 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -2.7% | 0.09% | +0.00 |
| IXN iShares Global Tech ETF | Reduce -9.6% | 0.45% | +0.00 |
| EXI iShares Global Industrials E | Reduce -2.2% | 0.27% | +0.00 |
| IXP iShares Global Comm Services | Reduce -1.7% | 0.29% | +0.01 |
| TXN Texas Instruments Inc. | Reduce -2.8% | 0.44% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -0.6% | 0.49% | +0.02 |
| AMZN Amazon.com Inc. | Reduce -4.7% | 3.89% | +0.02 |
| CAT Caterpillar Inc. | Reduce -0.1% | 0.51% | +0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| MELI MercadoLibre Inc. | Add +0.4% | 4.77% | +0.89 |
| DT Dynatrace Inc. | New | 0.56% | +0.56 |
| SPOT Spotify Technology SA | Add +1.0% | 2.30% | +0.52 |
| ARM Arm Holdings PLC-ADR | New | 0.48% | +0.48 |
| WGS Genedx Holdings Corp. | New | 0.44% | +0.44 |
| GRAL Grail Inc. | Add +5.1% | 0.90% | +0.43 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.1% | 1.54% | +0.40 |
| LLY Eli Lilly & Co. | New | 0.33% | +0.33 |
| SNOW Snowflake Inc. | Add +2.0% | 0.89% | +0.27 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.26% | +0.26 |
| SDGR Schrodinger Inc. | New | 0.26% | +0.26 |
| FSLR First Solar Inc. | Add +11.9% | 0.99% | +0.25 |
| DDOG Datadog Inc. Class A | Add +5.5% | 1.05% | +0.25 |
| NOW ServiceNow Inc. | Add +0.2% | 1.44% | +0.22 |
| JPST JPMorgan Ultra-Short Income | New | 0.21% | +0.21 |
| MU Micron Technology Inc. | Add +6.2% | 0.67% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +3.0% | 2.56% | +0.18 |
| CRSP Crispr Therapeutics AG | Add +15.6% | 0.45% | +0.15 |
| ON On Semiconductor | Add +4.5% | 0.77% | +0.15 |
| SNPS Synopsys Inc. | Add +4.1% | 1.02% | +0.12 |
| AMD Advanced Micro Devices | Add +3.8% | 0.49% | +0.12 |
| VEEV Veeva Systems Inc. Class A | Add +1.7% | 0.86% | +0.12 |
| ADI Analog Devices Inc. | Add +2.2% | 1.12% | +0.10 |
| ADSK Autodesk Inc. | Add +1.7% | 1.12% | +0.10 |
| JMST JPM Ultra-Short Muni Income | Add +88.1% | 0.22% | +0.09 |
| ONC Beone Medicines Ltd.-ADR | Add +47.8% | 0.54% | +0.09 |
| MBLY Mobileye Global Inc. Class A | Add +4.4% | 0.52% | +0.08 |
| EXAS Exact Sciences Corp. | Add +1.7% | 0.52% | +0.06 |
| GEV GE Vernova Inc. | New | 0.06% | +0.06 |
| MDB Mongodb Inc. | Add +5.0% | 0.46% | +0.06 |
| CDNS Cadence Design SYS Inc. | Add +1.1% | 0.40% | +0.04 |
| AMAT Applied Materials Inc. | New | 0.03% | +0.03 |
| APTV Aptiv PLC | Add +3.4% | 0.30% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +0.3% | 3.26% | +0.02 |
| VTIP Vanguard Short-Term Tips | New | 0.02% | +0.02 |
| BLK BlackRock Inc. | New | 0.02% | +0.02 |
| DE Deere & Co. | Add +2.4% | 0.92% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.8% | 0.12% | +0.00 |
| MCO Moody's Corp. | Add +0.5% | 0.45% | −0.00 |
| VNQ Vanguard Real Estate ETF | Add +1.2% | 0.17% | −0.02 |
| RGEN Repligen Corp. | Add +8.2% | 0.54% | −0.02 |
| ADBE Adobe Inc. | Add +3.0% | 0.36% | −0.02 |
| WDAY Workday Inc. Class A | Add +3.1% | 0.69% | −0.02 |
| DHR Danaher Corp. | Add +3.8% | 0.29% | −0.03 |
| MTD Mettler-Toledo International | Add +5.4% | 0.64% | −0.03 |
| AMT American Tower Corp. | Add +1.7% | 0.79% | −0.04 |
| ROST Ross Stores Inc. | Add +4.7% | 0.98% | −0.05 |
| ACN Accenture PLC Class A | Add +6.0% | 0.62% | −0.05 |
| SHW The Sherwin-Williams Co. | Add +0.5% | 0.51% | −0.05 |
| ESTC Elastic NV | Add +4.5% | 0.53% | −0.06 |
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 |