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

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 Q2 2025 Q3 2025: $851.1M $851.1M Q3 2025 Q4 2025: $837.4M Q4 2025 Q1 2026: $770.0M Q1 2026 Q2 2026: $856.7M Q2 2026

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
VNQI Vanguard GLBL Ex-US Real Est 0.09% 16,539 $790K Add +3.0%
XLF SS Financial Select Sector 0.09% 14,546 $784K No change
IVV iShares Core S&P 500 ETF 0.09% 1,156 $774K Reduce -14.9%
IJH iShares Core S&P Midcap ETF 0.09% 11,395 $744K No change
GEV GE Vernova Inc. 0.08% 1,111 $683K Add +14.5%
SCHX Schwab US Large-Cap ETF 0.08% 25,379 $668K Reduce -1.1%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 0.08% 18,110 $642K Add +4.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 1,868 $550K Reduce -1.5%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.06% 10,602 $541K Reduce -69.9%
XLV SS Health Care Select Sector 0.06% 3,529 $491K No change
CVX Chevron Corp. 0.04% 2,000 $311K No change
AMAT Applied Materials Inc. 0.03% 1,278 $262K No change
KXI iShares Global Consumer Stap 0.03% 4,041 $260K Reduce -15.3%
IXJ iShares Global Healthcare Et 0.03% 2,839 $252K Reduce -64.1%
V Visa Inc. Class A 0.03% 660 $225K No change
IJT iShares S&P Small-Cap 600 GR 0.02% 1,485 $210K Reduce -12.2%
JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F 0.02% 3,440 $203K Reduce -11.8%
IBRX Immunitybio Inc. 0.00% 10,000 $25K New

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

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