Slow Capital, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), Slow Capital, Inc. reported 118 stock positions worth $851.1 million. Its top holding was Broadcom (AVGO) at 6.8% of the portfolio, followed by Nvidia (NVDA, 6.1%) and Netflix (NFLX, 4.8%). Compared with Q2 2025, it opened 4 new positions, sold out of 3, added to 51 and reduced 55. The biggest buy was a new position in Symbotic (SYM) and the biggest sale Netflix (NFLX, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- GREENBRAE, CA
- CIK
- 0001716984
- Portfolio Value
- $851.1M (Q3 2025)
- SEC Filing
- 0001716984-25-000007 ↗ filed Oct 29, 2025
Holdings Value
Holdings 118 stocks · $851.1M
| AVGO Broadcom Inc. | 6.78% | 174,806 | $57.7M | Reduce -12.8% |
| NVDA Nvidia Corp. | 6.11% | 278,793 | $52.0M | Reduce -5.0% |
| NFLX Netflix Inc. | 4.77% | 33,884 | $40.6M | Reduce -2.4% |
| TSLA Tesla Inc. | 4.52% | 86,576 | $38.5M | Reduce -2.3% |
| MELI MercadoLibre Inc. | 4.06% | 14,785 | $34.6M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 3.70% | 143,423 | $31.5M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 3.36% | 117,645 | $28.6M | Reduce -0.9% |
| ISRG Intuitive Surgical Inc. | 2.74% | 52,146 | $23.3M | Add +6.4% |
| AAPL Apple Inc. | 2.61% | 87,075 | $22.2M | Reduce -19.5% |
| MUB iShares National Muni Bond E | 2.31% | 184,959 | $19.7M | Add +11.4% |
| SPOT Spotify Technology SA | 2.01% | 24,462 | $17.1M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 1.88% | 17,271 | $16.0M | Reduce -0.1% |
| SUB iShares Short-Term National | 1.72% | 136,837 | $14.6M | Add +8.7% |
| CMF iShares California Muni Bond | 1.56% | 232,090 | $13.2M | Reduce -12.7% |
| SGOV iShares 0-3 Month Treasury B | 1.43% | 120,866 | $12.2M | Reduce -0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.42% | 24,652 | $12.1M | Add +0.1% |
| NET Cloudflare Inc. Class A | 1.28% | 50,855 | $10.9M | Reduce -5.8% |
| NOW ServiceNow Inc. | 1.28% | 11,839 | $10.9M | Add +3.5% |
| FSLR First Solar Inc. | 1.27% | 49,029 | $10.8M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 1.24% | 105,582 | $10.6M | Add +11.9% |
| ROST Ross Stores Inc. | 1.13% | 63,205 | $9.6M | Add +0.3% |
| ADI Analog Devices Inc. | 1.11% | 38,447 | $9.4M | Add +0.4% |
| ADSK Autodesk Inc. | 1.10% | 29,550 | $9.4M | Add +0.0% |
| DDOG Datadog Inc. Class A | 1.07% | 63,983 | $9.1M | Add +0.7% |
| SNPS Synopsys Inc. | 1.04% | 18,004 | $8.9M | Add +11.0% |
| GRAL Grail Inc. | 1.00% | 143,840 | $8.5M | Add +0.7% |
| MSFT Microsoft Corp. | 0.99% | 16,292 | $8.4M | Reduce -6.8% |
| MU Micron Technology Inc. | 0.88% | 44,588 | $7.5M | Add +0.8% |
| VEEV Veeva Systems Inc. Class A | 0.86% | 24,452 | $7.3M | Reduce -0.1% |
| REGN Regeneron Pharmaceuticals | 0.83% | 12,538 | $7.0M | Add +1.0% |
| SNOW Snowflake Inc. | 0.82% | 30,896 | $7.0M | Reduce -4.5% |
| DE Deere & Co. | 0.80% | 14,879 | $6.8M | Add +0.9% |
| TIP iShares Tips Bond ETF | 0.76% | 58,139 | $6.5M | Add +12.2% |
| HUBS HubSpot Inc. | 0.75% | 13,702 | $6.4M | Add +11.6% |
| ON On Semiconductor | 0.75% | 128,606 | $6.3M | Add +6.9% |
| WMT Walmart Inc. | 0.73% | 60,431 | $6.2M | Reduce -3.6% |
| ONC Beone Medicines Ltd.-ADR | 0.72% | 18,021 | $6.1M | Reduce -0.3% |
| CB Chubb Ltd. | 0.72% | 21,574 | $6.1M | Add +0.6% |
| RGEN Repligen Corp. | 0.69% | 44,076 | $5.9M | Add +23.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.69% | 11,650 | $5.9M | Reduce -2.8% |
| SYM Symbotic Inc. | 0.68% | 107,502 | $5.8M | New |
| FTNT Fortinet Inc. | 0.68% | 68,759 | $5.8M | Reduce -1.6% |
| WDAY Workday Inc. Class A | 0.68% | 23,899 | $5.8M | Add +1.5% |
| AMT American Tower Corp. | 0.67% | 29,722 | $5.7M | Add +2.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.66% | 38,941 | $5.6M | Add +1.7% |
| MTD Mettler-Toledo International | 0.65% | 4,529 | $5.6M | Add +1.3% |
| ACN Accenture PLC Class A | 0.64% | 22,207 | $5.5M | Add +30.8% |
| GOOG Alphabet Inc. Class C | 0.63% | 22,166 | $5.4M | Reduce -1.0% |
| ILMN Illumina Inc. | 0.63% | 56,196 | $5.3M | Add +1.8% |
| TEAM Atlassian Corp. Class A | 0.63% | 33,402 | $5.3M | Reduce -2.7% |
| MDB Mongodb Inc. | 0.62% | 17,014 | $5.3M | Reduce -5.6% |
| CAT Caterpillar Inc. | 0.61% | 10,889 | $5.2M | Add +0.6% |
| BSV Vanguard Short-Term Bond ETF | 0.61% | 65,545 | $5.2M | Add +13.0% |
| CRSP Crispr Therapeutics AG | 0.56% | 73,287 | $4.7M | Reduce -2.8% |
| IOT Samsara Inc. Class A | 0.55% | 125,477 | $4.7M | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.54% | 28,303 | $4.6M | Reduce -0.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.52% | 11,300 | $4.4M | Reduce -4.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.51% | 4,461 | $4.3M | Add +0.9% |
| TRV The Travelers Cos Inc. | 0.50% | 15,152 | $4.2M | Reduce -1.5% |
| WGS Genedx Holdings Corp. | 0.49% | 39,020 | $4.2M | Reduce -0.3% |
| SHW The Sherwin-Williams Co. | 0.49% | 12,095 | $4.2M | Reduce -0.9% |
| BNTX Biontech SE-ADR | 0.49% | 42,022 | $4.1M | Reduce -7.3% |
| EXAS Exact Sciences Corp. | 0.47% | 73,475 | $4.0M | Reduce -8.4% |
| IXN iShares Global Tech ETF | 0.46% | 38,297 | $4.0M | Reduce -2.8% |
| EQIX Equinix Inc. | 0.46% | 4,958 | $3.9M | Add +0.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.45% | 37,419 | $3.9M | Add +12.9% |
| JPST JPMorgan Ultra-Short Income | 0.45% | 74,705 | $3.8M | Add +116.3% |
| CDNS Cadence Design SYS Inc. | 0.44% | 10,689 | $3.8M | Add +1.8% |
| ICSH iShares Ultra Short Duration | 0.43% | 71,885 | $3.6M | Add +8.1% |
| TMO Thermo Fisher Scientific Inc. | 0.42% | 7,352 | $3.6M | Reduce -1.2% |
| ITW Illinois Tool Works | 0.42% | 13,558 | $3.5M | Add +0.0% |
| AMGN Amgen Inc. | 0.41% | 12,487 | $3.5M | Add +2.2% |
| ARM Arm Holdings PLC-ADR | 0.41% | 24,591 | $3.5M | Add +0.8% |
| MCO Moody's Corp. | 0.40% | 7,164 | $3.4M | Reduce -1.3% |
| ESTC Elastic NV | 0.40% | 40,328 | $3.4M | Reduce -21.5% |
| LOW Lowe's Cos Inc. | 0.40% | 13,392 | $3.4M | Add +2.3% |
| RBRK Rubrik Inc. Class A | 0.39% | 40,620 | $3.3M | New |
| DT Dynatrace Inc. | 0.39% | 68,044 | $3.3M | Reduce -17.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.39% | 11,732 | $3.3M | Add +23.4% |
| TXN Texas Instruments Inc. | 0.38% | 17,523 | $3.2M | Add +2.1% |
| APTV Aptiv PLC | 0.35% | 35,023 | $3.0M | Reduce -1.7% |
| MBLY Mobileye Global Inc. Class A | 0.35% | 211,874 | $3.0M | Reduce -9.7% |
| UNP Union Pacific Corp. | 0.35% | 12,497 | $3.0M | Add +2.0% |
| HON Honeywell International Inc. | 0.33% | 13,193 | $2.8M | Reduce -2.8% |
| LLY Eli Lilly & Co. | 0.32% | 3,535 | $2.7M | Add +1.6% |
| ADBE Adobe Inc. | 0.31% | 7,478 | $2.6M | Reduce -1.4% |
| SOFI Sofi Technologies Inc. | 0.29% | 92,554 | $2.4M | No change |
| IXP iShares Global Comm Services | 0.28% | 19,509 | $2.4M | Reduce -5.8% |
| EXI iShares Global Industrials E | 0.26% | 12,949 | $2.2M | Reduce -2.2% |
| DHR Danaher Corp. | 0.26% | 11,243 | $2.2M | Reduce -7.4% |
| RXI iShares Global Consumer Disc | 0.24% | 9,988 | $2.1M | Reduce -18.2% |
| SPTS SS SPDR P St Term TSY ETF | 0.23% | 65,989 | $1.9M | Add +14.5% |
| SDGR Schrodinger Inc. | 0.22% | 93,889 | $1.9M | Reduce -9.4% |
| TFLO iShares Treasury Floating Ra | 0.21% | 35,876 | $1.8M | Add +7.9% |
| ROK Rockwell Automation Inc. | 0.20% | 4,754 | $1.7M | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.18% | 15,958 | $1.5M | Reduce -8.1% |
| VNQ Vanguard Real Estate ETF | 0.18% | 16,331 | $1.5M | Add +2.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.13% | 15,571 | $1.1M | Add +1.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 3,343 | $1.0M | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.12% | 8,830 | $996K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| NFLX Netflix Inc. | Reduce -2.4% | 4.77% | −0.92 |
| MELI MercadoLibre Inc. | Reduce -0.8% | 4.06% | −0.71 |
| CLX Clorox Company | Sold out | 0.00% | −0.55 |
| SPOT Spotify Technology SA | Reduce -0.2% | 2.01% | −0.30 |
| CMF iShares California Muni Bond | Reduce -12.7% | 1.56% | −0.26 |
| TEAM Atlassian Corp. Class A | Reduce -2.7% | 0.63% | −0.23 |
| FTNT Fortinet Inc. | Reduce -1.6% | 0.68% | −0.23 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 1.88% | −0.22 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 3.70% | −0.19 |
| DT Dynatrace Inc. | Reduce -17.8% | 0.39% | −0.17 |
| MBLY Mobileye Global Inc. Class A | Reduce -9.7% | 0.35% | −0.17 |
| JMST JPM Ultra-Short Muni Income | Reduce -69.9% | 0.06% | −0.16 |
| ESTC Elastic NV | Reduce -21.5% | 0.40% | −0.13 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -4.3% | 0.52% | −0.12 |
| AAPL Apple Inc. | Reduce -19.5% | 2.61% | −0.11 |
| BNTX Biontech SE-ADR | Reduce -7.3% | 0.49% | −0.10 |
| MSFT Microsoft Corp. | Reduce -6.8% | 0.99% | −0.07 |
| SNOW Snowflake Inc. | Reduce -4.5% | 0.82% | −0.07 |
| SGOV iShares 0-3 Month Treasury B | Reduce -0.3% | 1.43% | −0.06 |
| IOT Samsara Inc. Class A | Reduce -0.3% | 0.55% | −0.06 |
| HON Honeywell International Inc. | Reduce -2.8% | 0.33% | −0.06 |
| IXJ iShares Global Healthcare Et | Reduce -64.1% | 0.03% | −0.05 |
| EXAS Exact Sciences Corp. | Reduce -8.4% | 0.47% | −0.05 |
| ADBE Adobe Inc. | Reduce -1.4% | 0.31% | −0.05 |
| MCO Moody's Corp. | Reduce -1.3% | 0.40% | −0.04 |
| RXI iShares Global Consumer Disc | Reduce -18.2% | 0.24% | −0.04 |
| SDGR Schrodinger Inc. | Reduce -9.4% | 0.22% | −0.03 |
| DHR Danaher Corp. | Reduce -7.4% | 0.26% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 0.69% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -0.9% | 0.49% | −0.02 |
| WMT Walmart Inc. | Reduce -3.6% | 0.73% | −0.02 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −0.02 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -8.1% | 0.18% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -14.9% | 0.09% | −0.01 |
| NET Cloudflare Inc. Class A | Reduce -5.8% | 1.28% | −0.01 |
| KXI iShares Global Consumer Stap | Reduce -15.3% | 0.03% | −0.01 |
| VEEV Veeva Systems Inc. Class A | Reduce -0.1% | 0.86% | −0.01 |
| TRV The Travelers Cos Inc. | Reduce -1.5% | 0.50% | −0.01 |
| EXI iShares Global Industrials E | Reduce -2.2% | 0.26% | −0.01 |
| JPEM JPM Diversified Ret Em Equit | Reduce -11.8% | 0.02% | −0.00 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -12.2% | 0.02% | −0.00 |
| IXP iShares Global Comm Services | Reduce -5.8% | 0.28% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.5% | 0.06% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.1% | 0.08% | +0.00 |
| AVGO Broadcom Inc. | Reduce -12.8% | 6.78% | +0.01 |
| IXN iShares Global Tech ETF | Reduce -2.8% | 0.46% | +0.02 |
| AMD Advanced Micro Devices | Reduce -0.1% | 0.54% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.2% | 0.42% | +0.05 |
| WGS Genedx Holdings Corp. | Reduce -0.3% | 0.49% | +0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| SYM Symbotic Inc. | New | 0.68% | +0.68 |
| RBRK Rubrik Inc. Class A | New | 0.39% | +0.39 |
| FSLR First Solar Inc. | Add +0.1% | 1.27% | +0.28 |
| JPST JPMorgan Ultra-Short Income | Add +116.3% | 0.45% | +0.23 |
| MU Micron Technology Inc. | Add +0.8% | 0.88% | +0.21 |
| ROK Rockwell Automation Inc. | New | 0.20% | +0.20 |
| MUB iShares National Muni Bond E | Add +11.4% | 2.31% | +0.19 |
| RGEN Repligen Corp. | Add +23.9% | 0.69% | +0.15 |
| ROST Ross Stores Inc. | Add +0.3% | 1.13% | +0.15 |
| TSM Taiwan Semiconductor-SP ADR | Add +23.4% | 0.39% | +0.12 |
| GRAL Grail Inc. | Add +0.7% | 1.00% | +0.10 |
| AGG iShares Core U.S. Aggregate | Add +11.9% | 1.24% | +0.10 |
| CAT Caterpillar Inc. | Add +0.6% | 0.61% | +0.10 |
| TJX TJX Companies Inc. | Add +1.7% | 0.66% | +0.08 |
| SUB iShares Short-Term National | Add +8.7% | 1.72% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.9% | 0.51% | +0.07 |
| TIP iShares Tips Bond ETF | Add +12.2% | 0.76% | +0.06 |
| BSV Vanguard Short-Term Bond ETF | Add +13.0% | 0.61% | +0.05 |
| CDNS Cadence Design SYS Inc. | Add +1.8% | 0.44% | +0.04 |
| LOW Lowe's Cos Inc. | Add +2.3% | 0.40% | +0.04 |
| STIP iShares 0-5 Year Tips Bond E | Add +12.9% | 0.45% | +0.04 |
| REGN Regeneron Pharmaceuticals | Add +1.0% | 0.83% | +0.03 |
| SNPS Synopsys Inc. | Add +11.0% | 1.04% | +0.03 |
| DDOG Datadog Inc. Class A | Add +0.7% | 1.07% | +0.03 |
| ACN Accenture PLC Class A | Add +30.8% | 0.64% | +0.02 |
| SPTS SS SPDR P St Term TSY ETF | Add +14.5% | 0.23% | +0.02 |
| GEV GE Vernova Inc. | Add +14.5% | 0.08% | +0.02 |
| ICSH iShares Ultra Short Duration | Add +8.1% | 0.43% | +0.02 |
| MTD Mettler-Toledo International | Add +1.3% | 0.65% | +0.01 |
| TFLO iShares Treasury Floating Ra | Add +7.9% | 0.21% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1.2% | 0.12% | +0.01 |
| ITW Illinois Tool Works | Add +0.0% | 0.42% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.7% | 0.13% | +0.00 |
| DJP Ipath Bloomberg Commodity Inc. | Add +4.2% | 0.08% | +0.00 |
| IBRX Immunitybio Inc. | New | 0.00% | +0.00 |
| UNP Union Pacific Corp. | Add +2.0% | 0.35% | +0.00 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +3.0% | 0.09% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +2.1% | 0.18% | +0.00 |
| AMGN Amgen Inc. | Add +2.2% | 0.41% | −0.00 |
| ADI Analog Devices Inc. | Add +0.4% | 1.11% | −0.01 |
| LLY Eli Lilly & Co. | Add +1.6% | 0.32% | −0.02 |
| WDAY Workday Inc. Class A | Add +1.5% | 0.68% | −0.02 |
| ADSK Autodesk Inc. | Add +0.0% | 1.10% | −0.02 |
| ILMN Illumina Inc. | Add +1.8% | 0.63% | −0.02 |
| EQIX Equinix Inc. | Add +0.5% | 0.46% | −0.02 |
| ON On Semiconductor | Add +6.9% | 0.75% | −0.03 |
| CB Chubb Ltd. | Add +0.6% | 0.72% | −0.05 |
| TXN Texas Instruments Inc. | Add +2.1% | 0.38% | −0.06 |
| ARM Arm Holdings PLC-ADR | Add +0.8% | 0.41% | −0.07 |
| HUBS HubSpot Inc. | Add +11.6% | 0.75% | −0.08 |
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 |