Slow Capital, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Slow Capital, Inc. reported 104 stock positions worth $770.0 million. Its top holding was Broadcom (AVGO) at 6.4% of the portfolio, followed by Nvidia (NVDA, 5.2%) and Netflix (NFLX, 4.3%). Compared with Q4 2025, it opened 5 new positions, sold out of 14, added to 52 and reduced 40. The biggest buy was a new position in Uber Technologies (UBER) and the biggest sale an exit from Exact Sciences (EXAS).
- Most Recent 13F
- Q2 2026
- Location
- GREENBRAE, CA
- CIK
- 0001716984
- Portfolio Value
- $770.0M (Q1 2026)
- SEC Filing
- 0001716984-26-000004 ↗ filed Apr 24, 2026
Holdings Value
Holdings 104 stocks · $770.0M
| AVGO Broadcom Inc. | 6.42% | 159,685 | $49.4M | Reduce -3.5% |
| NVDA Nvidia Corp. | 5.19% | 229,231 | $40.0M | Reduce -7.6% |
| NFLX Netflix Inc. | 4.32% | 346,264 | $33.3M | Add +8.7% |
| GOOGL Alphabet Inc. Class A | 4.26% | 114,198 | $32.8M | Add +4.9% |
| AMZN Amazon.com Inc. | 3.88% | 143,368 | $29.9M | Add +2.4% |
| TSLA Tesla Inc. | 3.74% | 77,536 | $28.8M | Reduce -1.8% |
| MELI MercadoLibre Inc. | 3.44% | 15,314 | $26.5M | Add +1.4% |
| ISRG Intuitive Surgical Inc. | 2.94% | 49,170 | $22.7M | Add +1.6% |
| MUB iShares National Muni Bond E | 2.78% | 201,707 | $21.4M | Reduce -0.6% |
| AAPL Apple Inc. | 2.63% | 79,811 | $20.3M | Add +2.8% |
| COST Costco Wholesale Corp. | 2.42% | 18,666 | $18.6M | Add +4.7% |
| CMF iShares California Muni Bond | 2.06% | 278,292 | $15.8M | Reduce -1.1% |
| NET Cloudflare Inc. Class A | 2.03% | 75,907 | $15.7M | Add +55.0% |
| SUB iShares Short-Term National | 1.95% | 141,308 | $15.0M | Add +0.7% |
| AGG iShares Core U.S. Aggregate | 1.79% | 138,668 | $13.8M | Add +6.2% |
| ROST Ross Stores Inc. | 1.54% | 54,628 | $11.8M | Reduce -3.3% |
| GRAL Grail Inc. | 1.53% | 228,256 | $11.8M | Add +40.5% |
| SPOT Spotify Technology SA | 1.53% | 24,312 | $11.8M | Add +9.6% |
| ADI Analog Devices Inc. | 1.44% | 34,848 | $11.1M | Reduce -3.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.15% | 22,713 | $8.9M | Add +7.8% |
| MU Micron Technology Inc. | 1.13% | 25,801 | $8.7M | Reduce -40.8% |
| REGN Regeneron Pharmaceuticals | 1.13% | 11,217 | $8.7M | Reduce -2.8% |
| TIP iShares Tips Bond ETF | 1.10% | 77,002 | $8.5M | Add +6.6% |
| ONC Beone Medicines Ltd.-ADR | 1.10% | 28,492 | $8.5M | Add +4.4% |
| ON On Semiconductor | 1.08% | 134,727 | $8.3M | Reduce -1.5% |
| WMT Walmart Inc. | 1.07% | 66,554 | $8.3M | Add +9.7% |
| DE Deere & Co. | 1.06% | 14,440 | $8.1M | Reduce -1.3% |
| MTD Mettler-Toledo International | 0.99% | 6,054 | $7.6M | Add +36.8% |
| CAT Caterpillar Inc. | 0.98% | 10,647 | $7.5M | Reduce -2.7% |
| UBER Uber Technologies Inc. | 0.98% | 104,807 | $7.5M | New |
| SNPS Synopsys Inc. | 0.96% | 18,626 | $7.4M | Reduce -2.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.92% | 44,444 | $7.1M | Add +13.3% |
| ARM Arm Holdings PLC-ADR | 0.90% | 45,741 | $6.9M | Add +71.8% |
| BSV Vanguard Short-Term Bond ETF | 0.89% | 87,230 | $6.8M | Add +7.7% |
| DDOG Datadog Inc. Class A | 0.86% | 56,137 | $6.6M | Reduce -3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.86% | 13,788 | $6.6M | Add +11.7% |
| CB Chubb Ltd. | 0.84% | 19,871 | $6.5M | Reduce -2.4% |
| SYM Symbotic Inc. | 0.84% | 121,500 | $6.5M | Reduce -0.8% |
| ILMN Illumina Inc. | 0.84% | 52,174 | $6.4M | Reduce -1.7% |
| MSFT Microsoft Corp. | 0.82% | 17,023 | $6.3M | Add +3.8% |
| GOOG Alphabet Inc. Class C | 0.79% | 21,128 | $6.1M | Reduce -2.0% |
| VEEV Veeva Systems Inc. Class A | 0.75% | 33,002 | $5.8M | Add +28.1% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.75% | 17,461 | $5.8M | New |
| FTNT Fortinet Inc. | 0.75% | 70,241 | $5.7M | Add +4.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.74% | 4,342 | $5.7M | Add +0.8% |
| AMD Advanced Micro Devices | 0.71% | 27,039 | $5.5M | Reduce -3.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.71% | 12,307 | $5.5M | Add +8.5% |
| RGEN Repligen Corp. | 0.67% | 43,546 | $5.1M | Add +4.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.66% | 49,494 | $5.1M | Add +6.5% |
| GH Guardant Health Inc. | 0.64% | 53,724 | $5.0M | New |
| TRV The Travelers Cos Inc. | 0.64% | 16,809 | $4.9M | Add +10.0% |
| AMGN Amgen Inc. | 0.61% | 13,312 | $4.7M | Add +5.8% |
| SNOW Snowflake Inc. | 0.60% | 30,876 | $4.7M | Add +5.2% |
| SGOV iShares 0-3 Month Treasury B | 0.60% | 46,255 | $4.7M | Reduce -45.5% |
| IOT Samsara Inc. Class A | 0.60% | 144,903 | $4.6M | Add +19.9% |
| ITW Illinois Tool Works | 0.57% | 16,848 | $4.4M | Add +22.9% |
| CRSP Crispr Therapeutics AG | 0.56% | 91,223 | $4.3M | Add +19.0% |
| TXN Texas Instruments Inc. | 0.56% | 22,171 | $4.3M | Add +17.6% |
| SHW The Sherwin-Williams Co. | 0.56% | 13,363 | $4.3M | Add +10.7% |
| BNTX Biontech SE-ADR | 0.55% | 47,706 | $4.2M | Add +29.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.54% | 12,319 | $4.2M | Add +4.9% |
| DT Dynatrace Inc. | 0.52% | 108,193 | $4.0M | Add +85.7% |
| TMO Thermo Fisher Scientific Inc. | 0.51% | 8,061 | $4.0M | Add +9.1% |
| CDNS Cadence Design SYS Inc. | 0.51% | 14,061 | $3.9M | Add +27.7% |
| LLY Eli Lilly & Co. | 0.50% | 4,206 | $3.9M | Add +11.7% |
| MDB Mongodb Inc. | 0.50% | 15,702 | $3.8M | Reduce -0.0% |
| LOW Lowe's Cos Inc. | 0.49% | 16,132 | $3.8M | Add +19.4% |
| MCO Moody's Corp. | 0.48% | 8,532 | $3.7M | Add +16.1% |
| UNP Union Pacific Corp. | 0.46% | 14,469 | $3.5M | Add +13.4% |
| RBRK Rubrik Inc. Class A | 0.38% | 59,847 | $2.9M | Add +148.8% |
| VRT Vertiv Holdings Co. Class A | 0.37% | 11,452 | $2.9M | New |
| IXN iShares Global Tech ETF | 0.35% | 27,237 | $2.7M | Reduce -3.5% |
| ROK Rockwell Automation Inc. | 0.34% | 7,388 | $2.7M | Add +48.6% |
| HON Honeywell International Inc. | 0.34% | 11,662 | $2.6M | Reduce -1.6% |
| WGS Genedx Holdings Corp. | 0.34% | 40,457 | $2.6M | Add +4.5% |
| APTV Aptiv PLC | 0.33% | 36,913 | $2.6M | Add +4.2% |
| EXI iShares Global Industrials E | 0.27% | 11,350 | $2.1M | Reduce -11.2% |
| GEV GE Vernova Inc. | 0.24% | 2,145 | $1.9M | Add +41.5% |
| RXI iShares Global Consumer Disc | 0.20% | 8,425 | $1.6M | Reduce -9.8% |
| FSLR First Solar Inc. | 0.20% | 7,804 | $1.5M | Reduce -82.4% |
| VNQ Vanguard Real Estate ETF | 0.20% | 17,149 | $1.5M | Reduce -0.8% |
| SOFI Sofi Technologies Inc. | 0.19% | 92,554 | $1.5M | No change |
| JPST JPMorgan Ultra-Short Income | 0.19% | 28,310 | $1.4M | Reduce -6.3% |
| XOM Exxon Mobil Corp. | 0.19% | 8,404 | $1.4M | Reduce -4.8% |
| ZS Zscaler Inc. | 0.18% | 10,140 | $1.4M | New |
| ICSH iShares Ultra Short Duration | 0.18% | 27,325 | $1.4M | Reduce -43.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.17% | 13,196 | $1.3M | Reduce -13.9% |
| IXP iShares Global Comm Services | 0.15% | 10,082 | $1.2M | Reduce -43.4% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.11% | 18,074 | $870K | Reduce -2.4% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.11% | 18,843 | $838K | Add +5.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.11% | 10,811 | $812K | Reduce -28.8% |
| IJH iShares Core S&P Midcap ETF | 0.10% | 11,395 | $770K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.10% | 26,027 | $759K | Reduce -42.4% |
| IVV iShares Core S&P 500 ETF | 0.10% | 1,145 | $748K | Add +0.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.09% | 2,434 | $728K | Reduce -25.0% |
| XLF SS Financial Select Sector | 0.09% | 14,546 | $718K | No change |
| TFLO iShares Treasury Floating Ra | 0.09% | 13,686 | $693K | Reduce -45.1% |
| XLV SS Health Care Select Sector | 0.07% | 3,529 | $517K | No change |
| SCHX Schwab US Large-Cap ETF | 0.06% | 17,231 | $442K | Reduce -31.1% |
| AMAT Applied Materials Inc. | 0.06% | 1,278 | $437K | No change |
| CVX Chevron Corp. | 0.05% | 2,000 | $414K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 1,349 | $387K | Reduce -27.6% |
| KXI iShares Global Consumer Stap | 0.03% | 3,013 | $202K | Reduce -12.8% |
| IBRX Immunitybio Inc. | 0.01% | 10,000 | $77K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −1.81 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −1.20 |
| FSLR First Solar Inc. | Reduce -82.4% | 0.20% | −1.18 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.89 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.73 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.65 |
| TSLA Tesla Inc. | Reduce -1.8% | 3.74% | −0.50 |
| AVGO Broadcom Inc. | Reduce -3.5% | 6.42% | −0.42 |
| SGOV iShares 0-3 Month Treasury B | Reduce -45.5% | 0.60% | −0.41 |
| MU Micron Technology Inc. | Reduce -40.8% | 1.13% | −0.35 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.34 |
| NVDA Nvidia Corp. | Reduce -7.6% | 5.19% | −0.33 |
| ESTC Elastic NV | Sold out | 0.00% | −0.29 |
| MDB Mongodb Inc. | Reduce -0.0% | 0.50% | −0.29 |
| SDGR Schrodinger Inc. | Sold out | 0.00% | −0.28 |
| MBLY Mobileye Global Inc. Class A | Sold out | 0.00% | −0.18 |
| SNPS Synopsys Inc. | Reduce -2.6% | 0.96% | −0.11 |
| ICSH iShares Ultra Short Duration | Reduce -43.3% | 0.18% | −0.11 |
| IXP iShares Global Comm Services | Reduce -43.4% | 0.15% | −0.11 |
| DDOG Datadog Inc. Class A | Reduce -3.5% | 0.86% | −0.08 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.07 |
| TFLO iShares Treasury Floating Ra | Reduce -45.1% | 0.09% | −0.06 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -42.4% | 0.10% | −0.06 |
| SYM Symbotic Inc. | Reduce -0.8% | 0.84% | −0.03 |
| IXJ iShares Global Healthcare Et | Sold out | 0.00% | −0.03 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -28.8% | 0.11% | −0.03 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -25.0% | 0.09% | −0.03 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.03 |
| RXI iShares Global Consumer Disc | Reduce -9.8% | 0.20% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -31.1% | 0.06% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -2.0% | 0.79% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -27.6% | 0.05% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -13.9% | 0.17% | −0.00 |
| EXI iShares Global Industrials E | Reduce -11.2% | 0.27% | −0.00 |
| KXI iShares Global Consumer Stap | Reduce -12.8% | 0.03% | −0.00 |
| IXN iShares Global Tech ETF | Reduce -3.5% | 0.35% | −0.00 |
| AMD Advanced Micro Devices | Reduce -3.1% | 0.71% | +0.00 |
| JPST JPMorgan Ultra-Short Income | Reduce -6.3% | 0.19% | +0.00 |
| ILMN Illumina Inc. | Reduce -1.7% | 0.84% | +0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -0.8% | 0.20% | +0.01 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -2.4% | 0.11% | +0.03 |
| XOM Exxon Mobil Corp. | Reduce -4.8% | 0.19% | +0.06 |
| REGN Regeneron Pharmaceuticals | Reduce -2.8% | 1.13% | +0.06 |
| HON Honeywell International Inc. | Reduce -1.6% | 0.34% | +0.07 |
| CB Chubb Ltd. | Reduce -2.4% | 0.84% | +0.08 |
| CMF iShares California Muni Bond | Reduce -1.1% | 2.06% | +0.12 |
| MUB iShares National Muni Bond E | Reduce -0.6% | 2.78% | +0.19 |
| ON On Semiconductor | Reduce -1.5% | 1.08% | +0.20 |
Portfolio Buys Q4 2025 → Q1 2026
| UBER Uber Technologies Inc. | New | 0.98% | +0.98 |
| NET Cloudflare Inc. Class A | Add +55.0% | 2.03% | +0.88 |
| NFLX Netflix Inc. | Add +8.7% | 4.32% | +0.76 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 0.75% | +0.75 |
| GH Guardant Health Inc. | New | 0.64% | +0.64 |
| COST Costco Wholesale Corp. | Add +4.7% | 2.42% | +0.58 |
| ARM Arm Holdings PLC-ADR | Add +71.8% | 0.90% | +0.55 |
| VRT Vertiv Holdings Co. Class A | New | 0.37% | +0.37 |
| WMT Walmart Inc. | Add +9.7% | 1.07% | +0.27 |
| MTD Mettler-Toledo International | Add +36.8% | 0.99% | +0.25 |
| AGG iShares Core U.S. Aggregate | Add +6.2% | 1.79% | +0.23 |
| DT Dynatrace Inc. | Add +85.7% | 0.52% | +0.22 |
| TJX TJX Companies Inc. | Add +13.3% | 0.92% | +0.20 |
| GOOGL Alphabet Inc. Class A | Add +4.9% | 4.26% | +0.20 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.8% | 0.74% | +0.19 |
| ZS Zscaler Inc. | New | 0.18% | +0.18 |
| TXN Texas Instruments Inc. | Add +17.6% | 0.56% | +0.17 |
| SUB iShares Short-Term National | Add +0.7% | 1.95% | +0.17 |
| ITW Illinois Tool Works | Add +22.9% | 0.57% | +0.17 |
| RBRK Rubrik Inc. Class A | Add +148.8% | 0.38% | +0.16 |
| TIP iShares Tips Bond ETF | Add +6.6% | 1.10% | +0.16 |
| BNTX Biontech SE-ADR | Add +29.6% | 0.55% | +0.13 |
| BSV Vanguard Short-Term Bond ETF | Add +7.7% | 0.89% | +0.13 |
| GEV GE Vernova Inc. | Add +41.5% | 0.24% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.7% | 0.86% | +0.12 |
| AMGN Amgen Inc. | Add +5.8% | 0.61% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.9% | 0.54% | +0.11 |
| ROK Rockwell Automation Inc. | Add +48.6% | 0.34% | +0.11 |
| AAPL Apple Inc. | Add +2.8% | 2.63% | +0.11 |
| ONC Beone Medicines Ltd.-ADR | Add +4.4% | 1.10% | +0.11 |
| TRV The Travelers Cos Inc. | Add +10.0% | 0.64% | +0.11 |
| FTNT Fortinet Inc. | Add +4.2% | 0.75% | +0.11 |
| LOW Lowe's Cos Inc. | Add +19.4% | 0.49% | +0.11 |
| UNP Union Pacific Corp. | Add +13.4% | 0.46% | +0.10 |
| VRTX Vertex Pharmaceuticals Inc. | Add +8.5% | 0.71% | +0.10 |
| STIP iShares 0-5 Year Tips Bond E | Add +6.5% | 0.66% | +0.10 |
| CDNS Cadence Design SYS Inc. | Add +27.7% | 0.51% | +0.10 |
| SHW The Sherwin-Williams Co. | Add +10.7% | 0.56% | +0.09 |
| IOT Samsara Inc. Class A | Add +19.9% | 0.60% | +0.08 |
| CRSP Crispr Therapeutics AG | Add +19.0% | 0.56% | +0.08 |
| VEEV Veeva Systems Inc. Class A | Add +28.1% | 0.75% | +0.07 |
| MCO Moody's Corp. | Add +16.1% | 0.48% | +0.04 |
| AMZN Amazon.com Inc. | Add +2.4% | 3.88% | +0.02 |
| LLY Eli Lilly & Co. | Add +11.7% | 0.50% | +0.02 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +5.6% | 0.11% | +0.01 |
| APTV Aptiv PLC | Add +4.2% | 0.33% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.5% | 0.10% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +9.1% | 0.51% | +0.00 |
| SPOT Spotify Technology SA | Add +9.6% | 1.53% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +7.8% | 1.15% | −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 |