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

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 Q3 2024 Q4 2024: $706.5M Q4 2024 Q1 2025: $746.9M Q1 2025 Q2 2025: $816.5M $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 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%
XLF SS Financial Select Sector 0.09% 14,546 $762K No change
VNQI Vanguard GLBL Ex-US Real Est 0.09% 16,054 $741K Reduce -2.7%
IJH iShares Core S&P Midcap ETF 0.09% 11,395 $707K No change
IXJ iShares Global Healthcare Et 0.08% 7,909 $681K Reduce -41.6%
SCHX Schwab US Large-Cap ETF 0.08% 25,651 $627K Reduce -14.2%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 0.07% 17,381 $591K Reduce -2.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.07% 1,896 $532K Reduce -6.4%
GEV GE Vernova Inc. 0.06% 970 $513K New
XLV SS Health Care Select Sector 0.06% 3,529 $476K No change
KXI iShares Global Consumer Stap 0.04% 4,768 $312K Reduce -48.9%
CVX Chevron Corp. 0.04% 2,000 $286K No change
V Visa Inc. Class A 0.03% 660 $234K No change
AMAT Applied Materials Inc. 0.03% 1,278 $234K New
IJT iShares S&P Small-Cap 600 GR 0.03% 1,691 $225K Reduce -30.5%
JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F 0.03% 3,902 $220K Reduce -8.8%
VTIP Vanguard Short-Term Tips 0.02% 2,838 $143K New
BLK BlackRock Inc. 0.02% 121 $127K New

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

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