# Slow Capital, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1716984. Source: https://holderbook.com/funds/1716984-slow-capital-inc/

- Reported value: $856.7M
- Positions: 111
- Weight of the ten largest: 36.6%
- Filed: 2026-07-22

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $56.4M | 149,339 | 6.6% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $43.5M | 217,244 | 5.1% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $38.1M | 106,530 | 4.4% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $31.8M | 133,600 | 3.7% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $30.5M | 72,401 | 3.6% | 31 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $26.1M | 15,391 | 3.0% | 31 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $24.1M | 337,079 | 2.8% | 31 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $22.1M | 205,251 | 2.6% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $21.6M | 74,788 | 2.5% | 31 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $19.6M | 49,395 | 2.3% | 31 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $19.3M | 78,701 | 2.3% | 8 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $18.7M | 16,216 | 2.2% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $17.6M | 18,809 | 2.1% | 31 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $15.6M | 43,964 | 1.8% | 5 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $14.9M | 140,107 | 1.7% | 31 |
| GRAIL INC | [GRAL](https://holderbook.com/stocks/GRAL/) | $14.8M | 217,262 | 1.7% | 9 |
| ISHARES TR | [CMF](https://holderbook.com/stocks/CMF/) | $14.6M | 252,501 | 1.7% | 31 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $14.4M | 18,871 | 1.7% | 8 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $12.6M | 127,150 | 1.5% | 14 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $12.6M | 21,661 | 1.5% | 15 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $11.9M | 45,872 | 1.4% | 7 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $11.2M | 28,177 | 1.3% | 30 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $10.6M | 68,957 | 1.2% | 10 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $10.6M | 23,039 | 1.2% | 26 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $10.1M | 47,264 | 1.2% | 31 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $9.8M | 103,786 | 1.1% | 15 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $9.8M | 9,205 | 1.1% | 31 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $8.8M | 80,469 | 1.0% | 31 |
| ILLUMINA INC | [ILMN](https://holderbook.com/stocks/ILMN/) | $8.5M | 48,067 | 1.0% | 31 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $8.1M | 4,052 | 0.9% | 16 |
| BEONE MEDICINES LTD | [ONC](https://holderbook.com/stocks/ONC/) | $8.0M | 28,237 | 0.9% | 6 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $8.0M | 12,654 | 0.9% | 28 |
| GUARDANT HEALTH INC | [GH](https://holderbook.com/stocks/GH/) | $7.9M | 52,547 | 0.9% | 2 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $7.8M | 30,720 | 0.9% | 16 |
| METTLER TOLEDO INTERNATIONAL | [MTD](https://holderbook.com/stocks/MTD/) | $7.7M | 6,065 | 0.9% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $7.5M | 66,126 | 0.9% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $7.4M | 21,072 | 0.9% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $7.3M | 14,504 | 0.8% | 31 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $7.1M | 99,030 | 0.8% | 2 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $7.1M | 91,262 | 0.8% | 31 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $6.9M | 15,500 | 0.8% | 8 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.7M | 17,878 | 0.8% | 31 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $6.7M | 43,974 | 0.8% | 31 |
| REGENERON PHARMACEUTICALS | [REGN](https://holderbook.com/stocks/REGN/) | $6.6M | 10,613 | 0.8% | 28 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $6.6M | 13,274 | 0.8% | 29 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $6.1M | 34,572 | 0.7% | 24 |
| MONGODB INC | [MDB](https://holderbook.com/stocks/MDB/) | $6.1M | 18,197 | 0.7% | 31 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $6.0M | 20,092 | 0.7% | 31 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $5.8M | 17,060 | 0.7% | 31 |
| TRAVELERS COMPANIES INC | [TRV](https://holderbook.com/stocks/TRV/) | $5.8M | 17,519 | 0.7% | 31 |
| REPLIGEN CORP | [RGEN](https://holderbook.com/stocks/RGEN/) | $5.7M | 41,841 | 0.7% | 17 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $5.5M | 11,599 | 0.6% | 5 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $5.4M | 4,509 | 0.6% | 5 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $5.3M | 15,476 | 0.6% | 31 |
| ALNYLAM PHARMACEUTICALS INC | [ALNY](https://holderbook.com/stocks/ALNY/) | $5.3M | 17,697 | 0.6% | 2 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $5.3M | 14,122 | 0.6% | 12 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $5.3M | 51,614 | 0.6% | 20 |
| RUBRIK INC. | [RBRK](https://holderbook.com/stocks/RBRK/) | $5.2M | 64,781 | 0.6% | 4 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $5.1M | 51,157 | 0.6% | 10 |
| DYNATRACE INC | [DT](https://holderbook.com/stocks/DT/) | $5.1M | 115,946 | 0.6% | 5 |
| CRISPR THERAPEUTICS AG | [CRSP](https://holderbook.com/stocks/CRSP/) | $5.1M | 92,894 | 0.6% | 30 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $4.9M | 13,544 | 0.6% | 31 |
| SYMBOTIC INC | [SYM](https://holderbook.com/stocks/SYM/) | $4.8M | 107,659 | 0.6% | 4 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $4.8M | 9,640 | 0.6% | 31 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $4.7M | 10,405 | 0.6% | 27 |
| SAMSARA INC | [IOT](https://holderbook.com/stocks/IOT/) | $4.7M | 144,318 | 0.5% | 11 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $4.6M | 17,121 | 0.5% | 31 |
| BIONTECH SE | [BNTX](https://holderbook.com/stocks/BNTX/) | $4.6M | 49,696 | 0.5% | 18 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $4.2M | 19,057 | 0.5% | 31 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $4.0M | 12,075 | 0.5% | 2 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $4.0M | 14,809 | 0.5% | 31 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $3.8M | 7,657 | 0.4% | 4 |
| ISHARES TR | [IXN](https://holderbook.com/stocks/IXN/) | $3.2M | 21,849 | 0.4% | 31 |
| GENEDX HOLDINGS CORP | [WGS](https://holderbook.com/stocks/WGS/) | $2.9M | 42,500 | 0.3% | 5 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $2.8M | 2,414 | 0.3% | 5 |
| ZSCALER INC | [ZS](https://holderbook.com/stocks/ZS/) | $2.4M | 16,806 | 0.3% | 2 |
| APTIV PLC | [APTV](https://holderbook.com/stocks/APTV/) | $2.3M | 37,921 | 0.3% | 7 |
| ISHARES TR | [EXI](https://holderbook.com/stocks/EXI/) | $1.9M | 9,346 | 0.2% | 31 |
| FIRST SOLAR INC | [FSLR](https://holderbook.com/stocks/FSLR/) | $1.8M | 7,784 | 0.2% | 31 |
| SOFI TECHNOLOGIES INC | [SOFI](https://holderbook.com/stocks/SOFI/) | $1.7M | 92,554 | 0.2% | 6 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $1.7M | 17,190 | 0.2% | 29 |
| ISHARES TR | [ICSH](https://holderbook.com/stocks/ICSH/) | $1.5M | 29,195 | 0.2% | 10 |
| ISHARES TR | [RXI](https://holderbook.com/stocks/RXI/) | $1.4M | 7,292 | 0.2% | 31 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $1.2M | 5,537 | 0.1% | 1 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $1.2M | 5,530 | 0.1% | 1 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.1M | 8,404 | 0.1% | 18 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $924.0K | 1,278 | 0.1% | 5 |
| ISHARES TR | [IXP](https://holderbook.com/stocks/IXP/) | $913.2K | 8,092 | 0.1% | 30 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $878.7K | 11,395 | 0.1% | 8 |
| SPDR SERIES TRUST | [SPTS](https://holderbook.com/stocks/SPTS/) | $871.5K | 30,041 | 0.1% | 9 |
| VANGUARD INTL EQUITY INDEX F | [VNQI](https://holderbook.com/stocks/VNQI/) | $865.4K | 19,294 | 0.1% | 26 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $776.4K | 9,271 | 0.1% | 26 |
| BARCLAYS BANK PLC | [DJP](https://holderbook.com/stocks/DJP/) | $772.4K | 17,671 | 0.1% | 31 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $763.9K | 14,250 | 0.1% | 8 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $706.1K | 943 | 0.1% | 31 |
| ISHARES TR | [TFLO](https://holderbook.com/stocks/TFLO/) | $697.8K | 13,783 | 0.1% | 9 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $688.7K | 13,616 | 0.1% | 1 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $665.7K | 1,936 | 0.1% | 28 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $656.8K | 5,590 | 0.1% | 31 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $559.9K | 3,529 | 0.1% | 8 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +17.3% | +14.8% | +2.5% | 100% |
| Q1 2026 | -7.4% | -4.6% | -2.7% | 100% |
| Q4 2025 | +3.1% | +2.4% | +0.7% | 100% |
| Q3 2025 | +5.1% | +7.8% | -2.7% | 100% |
| Q2 2025 | +16.0% | +10.5% | +5.5% | 100% |
| Q1 2025 | -7.8% | -4.6% | -3.2% | 100% |
| Q4 2024 | +3.9% | +2.1% | +1.8% | 100% |
| Q3 2024 | +5.0% | +5.4% | -0.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $856.7M | 111 |
| Q1 2026 | $770.0M | 104 |
| Q4 2025 | $837.4M | 113 |
| Q3 2025 | $851.1M | 118 |
| Q2 2025 | $816.5M | 117 |
| Q1 2025 | $746.9M | 111 |
| Q4 2024 | $706.5M | 120 |
| Q3 2024 | $652.8M | 122 |
| Q2 2024 | $617.7M | 120 |
| Q1 2024 | $624.1M | 122 |
| Q4 2023 | $574.7M | 122 |
| Q3 2023 | $544.7M | 123 |