Slow Capital, Inc.

Name: Slow Capital, Inc. 13F holdings, Q2 2026
Creator: Slow Capital, Inc.
Published: 2026-07-22

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Slow Capital, Inc. reported 111 stock positions worth $856.7 million. Its top holding was Broadcom (AVGO) at 6.6% of the portfolio, followed by Nvidia (NVDA, 5.1%) and Alphabet Class A (GOOGL, 4.4%). Compared with Q1 2026, it opened 5 new positions, added to 42 and reduced 57. The biggest buy was Rubrik Class A (RBRK, shares +8%) and the biggest sale Netflix (NFLX, shares −3%).

Most Recent 13F: Q2 2026
Location: GREENBRAE, CA
CIK: 0001716984
Portfolio Value: $856.7M (Q2 2026)
SEC Filing: 0001716984-26-000005 ↗ filed Jul 22, 2026

Holdings Value

Holdings 111 stocks · $856.7M


AVGO Broadcom Inc.	6.58%	149,339	$56.4M	Reduce -6.5%
NVDA Nvidia Corp.	5.07%	217,244	$43.5M	Reduce -5.2%
GOOGL Alphabet Inc. Class A	4.44%	106,530	$38.1M	Reduce -6.7%
AMZN Amazon.com Inc.	3.72%	133,600	$31.8M	Reduce -6.8%
TSLA Tesla Inc.	3.55%	72,401	$30.5M	Reduce -6.6%
MELI MercadoLibre Inc.	3.05%	15,391	$26.1M	Add +0.5%
NFLX Netflix Inc.	2.81%	337,079	$24.1M	Reduce -2.6%
MUB iShares National Muni Bond E	2.58%	205,251	$22.1M	Add +1.8%
AAPL Apple Inc.	2.53%	74,788	$21.6M	Reduce -6.3%
ISRG Intuitive Surgical Inc.	2.29%	49,395	$19.6M	Add +0.5%
NET Cloudflare Inc. Class A	2.25%	78,701	$19.3M	Add +3.7%
MU Micron Technology Inc.	2.18%	16,216	$18.7M	Reduce -37.1%
COST Costco Wholesale Corp.	2.05%	18,809	$17.6M	Add +0.8%
ARM Arm Holdings PLC-ADR	1.82%	43,964	$15.6M	Reduce -3.9%
SUB iShares Short-Term National	1.74%	140,107	$14.9M	Reduce -0.8%
GRAL Grail Inc.	1.73%	217,262	$14.8M	Reduce -4.8%
CMF iShares California Muni Bond	1.70%	252,501	$14.6M	Reduce -9.3%
CRWD CrowdStrike Holdings Inc. Class A	1.68%	18,871	$14.4M	Reduce -16.9%
AGG iShares Core U.S. Aggregate	1.47%	127,150	$12.6M	Reduce -8.3%
AMD Advanced Micro Devices	1.47%	21,661	$12.6M	Reduce -19.9%
DDOG Datadog Inc. Class A	1.39%	45,872	$11.9M	Reduce -18.3%
ADI Analog Devices Inc.	1.31%	28,177	$11.2M	Reduce -19.1%
FTNT Fortinet Inc.	1.24%	68,957	$10.6M	Reduce -1.8%
SPOT Spotify Technology SA	1.23%	23,039	$10.6M	Reduce -5.2%
ROST Ross Stores Inc.	1.17%	47,264	$10.1M	Reduce -13.5%
ON On Semiconductor	1.15%	103,786	$9.8M	Reduce -23.0%
CAT Caterpillar Inc.	1.14%	9,205	$9.8M	Reduce -13.5%
TIP iShares Tips Bond ETF	1.03%	80,469	$8.8M	Add +4.5%
ILMN Illumina Inc.	0.99%	48,067	$8.5M	Reduce -7.9%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV	0.94%	4,052	$8.1M	Reduce -6.7%
ONC Beone Medicines Ltd.-ADR	0.94%	28,237	$8.0M	Reduce -0.9%
DE Deere & Co.	0.94%	12,654	$8.0M	Reduce -12.4%
GH Guardant Health Inc.	0.92%	52,547	$7.9M	Reduce -2.2%
SNOW Snowflake Inc.	0.91%	30,720	$7.8M	Reduce -0.5%
MTD Mettler-Toledo International	0.90%	6,065	$7.7M	Add +0.2%
WMT Walmart Inc.	0.87%	66,126	$7.5M	Reduce -0.6%
GOOG Alphabet Inc. Class C	0.87%	21,072	$7.4M	Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B	0.85%	14,504	$7.3M	Add +5.2%
UBER Uber Technologies Inc.	0.83%	99,030	$7.1M	Reduce -5.5%
BSV Vanguard Short-Term Bond ETF	0.83%	91,262	$7.1M	Add +4.6%
SNPS Synopsys Inc.	0.81%	15,500	$6.9M	Reduce -16.8%
MSFT Microsoft Corp.	0.78%	17,878	$6.7M	Add +5.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.78%	43,974	$6.7M	Reduce -1.1%
REGN Regeneron Pharmaceuticals	0.77%	10,613	$6.6M	Reduce -5.4%
VRTX Vertex Pharmaceuticals Inc.	0.77%	13,274	$6.6M	Add +7.9%
VEEV Veeva Systems Inc. Class A	0.72%	34,572	$6.1M	Add +4.8%
MDB Mongodb Inc.	0.71%	18,197	$6.1M	Add +15.9%
TXN Texas Instruments Inc.	0.70%	20,092	$6.0M	Reduce -9.4%
CB Chubb Ltd.	0.68%	17,060	$5.8M	Reduce -14.2%
TRV The Travelers Cos Inc.	0.68%	17,519	$5.8M	Add +4.2%
RGEN Repligen Corp.	0.67%	41,841	$5.7M	Reduce -3.9%
TSM Taiwan Semiconductor-SP ADR	0.65%	11,599	$5.5M	Reduce -5.8%
LLY Eli Lilly & Co.	0.63%	4,509	$5.4M	Add +7.2%
SHW The Sherwin-Williams Co.	0.62%	15,476	$5.3M	Add +15.8%
ALNY Alnylam Pharmaceuticals Inc.	0.62%	17,697	$5.3M	Add +1.4%
CDNS Cadence Design SYS Inc.	0.62%	14,122	$5.3M	Add +0.4%
STIP iShares 0-5 Year Tips Bond E	0.62%	51,614	$5.3M	Add +4.3%
RBRK Rubrik Inc. Class A	0.61%	64,781	$5.2M	Add +8.2%
SGOV iShares 0-3 Month Treasury B	0.60%	51,157	$5.1M	Add +10.6%
DT Dynatrace Inc.	0.59%	115,946	$5.1M	Add +7.2%
CRSP Crispr Therapeutics AG	0.59%	92,894	$5.1M	Add +1.8%
AMGN Amgen Inc.	0.57%	13,544	$4.9M	Add +1.7%
SYM Symbotic Inc.	0.56%	107,659	$4.8M	Reduce -11.4%
TMO Thermo Fisher Scientific Inc.	0.56%	9,640	$4.8M	Add +19.6%
MCO Moody's Corp.	0.55%	10,405	$4.7M	Add +21.9%
IOT Samsara Inc. Class A	0.55%	144,318	$4.7M	Reduce -0.4%
ITW Illinois Tool Works	0.54%	17,121	$4.6M	Add +1.6%
BNTX Biontech SE-ADR	0.54%	49,696	$4.6M	Add +4.2%
LOW Lowe's Cos Inc.	0.49%	19,057	$4.2M	Add +18.1%
VRT Vertiv Holdings Co. Class A	0.47%	12,075	$4.0M	Add +5.4%
UNP Union Pacific Corp.	0.47%	14,809	$4.0M	Add +2.4%
ROK Rockwell Automation Inc.	0.44%	7,657	$3.8M	Add +3.6%
IXN iShares Global Tech ETF	0.37%	21,849	$3.2M	Reduce -19.8%
WGS Genedx Holdings Corp.	0.34%	42,500	$2.9M	Add +5.0%
GEV GE Vernova Inc.	0.33%	2,414	$2.8M	Add +12.5%
ZS Zscaler Inc.	0.28%	16,806	$2.4M	Add +65.7%
APTV Aptiv PLC	0.27%	37,921	$2.3M	Add +2.7%
EXI iShares Global Industrials E	0.22%	9,346	$1.9M	Reduce -17.7%
FSLR First Solar Inc.	0.21%	7,784	$1.8M	Reduce -0.3%
SOFI Sofi Technologies Inc.	0.19%	92,554	$1.7M	No change
VNQ Vanguard Real Estate ETF	0.19%	17,190	$1.7M	Add +0.2%
ICSH iShares Ultra Short Duration	0.17%	29,195	$1.5M	Add +6.8%
RXI iShares Global Consumer Disc	0.16%	7,292	$1.4M	Reduce -13.4%
HON Honeywell International Inc.	0.14%	5,537	$1.2M	Reduce -5.0%
HONA Honeywell Aerospace Inc.	0.14%	5,530	$1.2M	Reduce -5.2%
XOM Exxon Mobil Corp.	0.13%	8,404	$1.1M	No change
AMAT Applied Materials Inc.	0.11%	1,278	$924K	No change
IXP iShares Global Comm Services	0.11%	8,092	$913K	Reduce -19.7%
IJH iShares Core S&P Midcap ETF	0.10%	11,395	$879K	No change
SPTS SS SPDR P St Term TSY ETF	0.10%	30,041	$871K	Add +15.4%
VNQI Vanguard GLBL Ex-US Real Est	0.10%	19,294	$865K	Add +2.4%
VEU Vanguard Ftse All-World Ex-U	0.09%	9,271	$776K	Reduce -14.2%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC	0.09%	17,671	$772K	Reduce -2.2%
XLF SS Financial Select Sector	0.09%	14,250	$764K	Reduce -2.0%
IVV iShares Core S&P 500 ETF	0.08%	943	$706K	Reduce -17.6%
TFLO iShares Treasury Floating Ra	0.08%	13,783	$698K	Add +0.7%
VTEB Vanguard Tax-Exempt Bond ETF	0.08%	13,616	$689K	New
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.08%	1,936	$666K	Reduce -20.5%
IJK iShares S&P Mid-Cap 400 Grow	0.08%	5,590	$657K	Reduce -57.6%
XLV SS Health Care Select Sector	0.07%	3,529	$560K	No change
VTEC Vanguard Ca Tax-Ex Bond	0.06%	5,041	$507K	New
SCHX Schwab US Large-Cap ETF	0.06%	17,125	$504K	Reduce -0.6%
VGNT Versigent PLC	0.05%	10,991	$462K	Reduce -10.6%
VTES Vanguard SH Term Tax-Ex Bond	0.05%	4,472	$453K	New
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.04%	4,616	$372K	Reduce -14.5%
JPST JPMorgan Ultra-Short Income	0.04%	6,803	$344K	Reduce -76.0%
CVX Chevron Corp.	0.04%	2,000	$332K	No change
V Visa Inc. Class A	0.03%	660	$226K	New
KXI iShares Global Consumer Stap	0.02%	3,056	$206K	Add +1.4%
IXJ iShares Global Healthcare Et	0.02%	2,076	$204K	New
IBRX Immunitybio Inc.	0.01%	10,000	$88K	No change

Portfolio Sells Q1 2026 → Q2 2026


NFLX Netflix Inc.	Reduce -2.6%	2.81%	−1.51
ROST Ross Stores Inc.	Reduce -13.5%	1.17%	−0.36
CMF iShares California Muni Bond	Reduce -9.3%	1.70%	−0.36
REGN Regeneron Pharmaceuticals	Reduce -5.4%	0.77%	−0.35
AGG iShares Core U.S. Aggregate	Reduce -8.3%	1.47%	−0.32
SPOT Spotify Technology SA	Reduce -5.2%	1.23%	−0.30
SYM Symbotic Inc.	Reduce -11.4%	0.56%	−0.27
SUB iShares Short-Term National	Reduce -0.8%	1.74%	−0.21
WMT Walmart Inc.	Reduce -0.6%	0.87%	−0.20
HON Honeywell International Inc.	Reduce -5.0%	0.14%	−0.20
TSLA Tesla Inc.	Reduce -6.6%	3.55%	−0.19
CB Chubb Ltd.	Reduce -14.2%	0.68%	−0.16
AMZN Amazon.com Inc.	Reduce -6.8%	3.72%	−0.16
ONC Beone Medicines Ltd.-ADR	Reduce -0.9%	0.94%	−0.16
SNPS Synopsys Inc.	Reduce -16.8%	0.81%	−0.15
JPST JPMorgan Ultra-Short Income	Reduce -76.0%	0.04%	−0.15
UBER Uber Technologies Inc.	Reduce -5.5%	0.83%	−0.14
TJX TJX Companies Inc.	Reduce -1.1%	0.78%	−0.14
ADI Analog Devices Inc.	Reduce -19.1%	1.31%	−0.13
DE Deere & Co.	Reduce -12.4%	0.94%	−0.12
NVDA Nvidia Corp.	Reduce -5.2%	5.07%	−0.12
AAPL Apple Inc.	Reduce -6.3%	2.53%	−0.10
IJK iShares S&P Mid-Cap 400 Grow	Reduce -57.6%	0.08%	−0.10
IOT Samsara Inc. Class A	Reduce -0.4%	0.55%	−0.05
EXI iShares Global Industrials E	Reduce -17.7%	0.22%	−0.05
IXP iShares Global Comm Services	Reduce -19.7%	0.11%	−0.04
RXI iShares Global Consumer Disc	Reduce -13.4%	0.16%	−0.04
HONA Honeywell Aerospace Inc.	Reduce -5.2%	0.14%	−0.02
DJP Ipath Bloomberg Commodity Inc.	Reduce -2.2%	0.09%	−0.02
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Reduce -20.5%	0.08%	−0.02
VEU Vanguard Ftse All-World Ex-U	Reduce -14.2%	0.09%	−0.01
IVV iShares Core S&P 500 ETF	Reduce -17.6%	0.08%	−0.01
VGNT Versigent PLC	Reduce -10.6%	0.05%	−0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -14.5%	0.04%	−0.01
XLF SS Financial Select Sector	Reduce -2.0%	0.09%	−0.00
RGEN Repligen Corp.	Reduce -3.9%	0.67%	0.00
SCHX Schwab US Large-Cap ETF	Reduce -0.6%	0.06%	+0.00
FSLR First Solar Inc.	Reduce -0.3%	0.21%	+0.01
IXN iShares Global Tech ETF	Reduce -19.8%	0.37%	+0.01
ON On Semiconductor	Reduce -23.0%	1.15%	+0.06
GOOG Alphabet Inc. Class C	Reduce -0.3%	0.87%	+0.08
TSM Taiwan Semiconductor-SP ADR	Reduce -5.8%	0.65%	+0.11
TXN Texas Instruments Inc.	Reduce -9.4%	0.70%	+0.14
ILMN Illumina Inc.	Reduce -7.9%	0.99%	+0.15
CAT Caterpillar Inc.	Reduce -13.5%	1.14%	+0.16
AVGO Broadcom Inc.	Reduce -6.5%	6.58%	+0.17
GOOGL Alphabet Inc. Class A	Reduce -6.7%	4.44%	+0.18
ASML ASML Holding NV-NY Reg SHS	Reduce -6.7%	0.94%	+0.20
GRAL Grail Inc.	Reduce -4.8%	1.73%	+0.20
GH Guardant Health Inc.	Reduce -2.2%	0.92%	+0.28

Portfolio Buys Q1 2026 → Q2 2026


RBRK Rubrik Inc. Class A	Add +8.2%	0.61%	+0.23
NET Cloudflare Inc. Class A	Add +3.7%	2.25%	+0.22
MDB Mongodb Inc.	Add +15.9%	0.71%	+0.21
LLY Eli Lilly & Co.	Add +7.2%	0.63%	+0.13
CDNS Cadence Design SYS Inc.	Add +0.4%	0.62%	+0.11
VRT Vertiv Holdings Co. Class A	Add +5.4%	0.47%	+0.10
ROK Rockwell Automation Inc.	Add +3.6%	0.44%	+0.10
ZS Zscaler Inc.	Add +65.7%	0.28%	+0.09
GEV GE Vernova Inc.	Add +12.5%	0.33%	+0.09
VTEB Vanguard Tax-Exempt Bond ETF	New	0.08%	+0.08
DT Dynatrace Inc.	Add +7.2%	0.59%	+0.07
MCO Moody's Corp.	Add +21.9%	0.55%	+0.07
SHW The Sherwin-Williams Co.	Add +15.8%	0.62%	+0.07
VTEC Vanguard Ca Tax-Ex Bond	New	0.06%	+0.06
VRTX Vertex Pharmaceuticals Inc.	Add +7.9%	0.77%	+0.06
VTES Vanguard SH Term Tax-Ex Bond	New	0.05%	+0.05
TMO Thermo Fisher Scientific Inc.	Add +19.6%	0.56%	+0.05
TRV The Travelers Cos Inc.	Add +4.2%	0.68%	+0.04
CRSP Crispr Therapeutics AG	Add +1.8%	0.59%	+0.03
V Visa Inc. Class A	New	0.03%	+0.03
IXJ iShares Global Healthcare Et	New	0.02%	+0.02
UNP Union Pacific Corp.	Add +2.4%	0.47%	+0.01
SPTS SS SPDR P St Term TSY ETF	Add +15.4%	0.10%	+0.00
WGS Genedx Holdings Corp.	Add +5.0%	0.34%	+0.00
KXI iShares Global Consumer Stap	Add +1.4%	0.02%	−0.00
SGOV iShares 0-3 Month Treasury B	Add +10.6%	0.60%	−0.00
VNQ Vanguard Real Estate ETF	Add +0.2%	0.19%	−0.00
LOW Lowe's Cos Inc.	Add +18.1%	0.49%	−0.00
ICSH iShares Ultra Short Duration	Add +6.8%	0.17%	−0.01
VNQI Vanguard GLBL Ex-US Real Est	Add +2.4%	0.10%	−0.01
TFLO iShares Treasury Floating Ra	Add +0.7%	0.08%	−0.01
BRK.B Berkshire Hathaway Inc. Class B	Add +5.2%	0.85%	−0.01
BNTX Biontech SE-ADR	Add +4.2%	0.54%	−0.01
ITW Illinois Tool Works	Add +1.6%	0.54%	−0.03
AMGN Amgen Inc.	Add +1.7%	0.57%	−0.04
VEEV Veeva Systems Inc. Class A	Add +4.8%	0.72%	−0.04
MSFT Microsoft Corp.	Add +5.0%	0.78%	−0.04
STIP iShares 0-5 Year Tips Bond E	Add +4.3%	0.62%	−0.05
BSV Vanguard Short-Term Bond ETF	Add +4.6%	0.83%	−0.06
APTV Aptiv PLC	Add +2.7%	0.27%	−0.06
TIP iShares Tips Bond ETF	Add +4.5%	1.03%	−0.08
MTD Mettler-Toledo International	Add +0.2%	0.90%	−0.09
ALNY Alnylam Pharmaceuticals Inc.	Add +1.4%	0.62%	−0.13
MUB iShares National Muni Bond E	Add +1.8%	2.58%	−0.20
COST Costco Wholesale Corp.	Add +0.8%	2.05%	−0.36
MELI MercadoLibre Inc.	Add +0.5%	3.05%	−0.39
ISRG Intuitive Surgical Inc.	Add +0.5%	2.29%	−0.65

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