Slow Capital, Inc.
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| BROADCOM INC | AVGO | $56.4M | 149,339 | +0.17pp | 31q | -6.5%-$3.9M | |
| NVIDIA CORPORATION | NVDA | $43.5M | 217,244 | -0.12pp | 31q | -5.2%-$2.4M | |
| ALPHABET INC | GOOGL | $38.1M | 106,530 | +0.18pp | 31q | -6.7%-$2.7M | |
| AMAZON COM INC | AMZN | $31.8M | 133,600 | -0.16pp | 31q | -6.8%-$2.3M | |
| TESLA INC | TSLA | $30.5M | 72,401 | -0.19pp | 31q | -6.6%-$2.2M | |
| MERCADOLIBRE INC | MELI | $26.1M | 15,391 | -0.39pp | 31q | +0.5%+$130.7K | |
| NETFLIX INC | NFLX | $24.1M | 337,079 | -1.51pp | 31q | -2.7%-$655.8K | |
| ISHARES TR | MUB | $22.1M | 205,251 | -0.20pp | 31q | +1.8%+$381.4K | |
| APPLE INC | AAPL | $21.6M | 74,788 | -0.10pp | 31q | -6.3%-$1.5M | |
| INTUITIVE SURGICAL INC | ISRG | $19.6M | 49,395 | -0.65pp | 31q | HELD | |
| CLOUDFLARE INC | NET | $19.3M | 78,701 | +0.22pp | 8q | +3.7%+$685.3K | |
| MICRON TECHNOLOGY INC | MU | $18.7M | 16,216 | +1.05pp | 31q | -37.1%-$11.1M | |
| COSTCO WHOLESALE CORPORATION | COST | $17.6M | 18,809 | -0.36pp | 31q | +0.8%+$133.8K | |
| ARM HOLDINGS PLC | ARM | $15.6M | 43,964 | +0.92pp | 5q | -3.9%-$630.1K | |
| ISHARES TR | SUB | $14.9M | 140,107 | -0.21pp | 31q | -0.8%-$127.9K | |
| GRAIL INC | GRAL | $14.8M | 217,262 | +0.20pp | 9q | -4.8%-$750.6K | |
| ISHARES TR | CMF | $14.6M | 252,501 | -0.36pp | 31q | -9.3%-$1.5M | |
| CROWDSTRIKE HLDGS INC | CRWD | $14.4M | 18,871 | +0.53pp | 8q | -16.9%-$2.9M | |
| ISHARES TR | AGG | $12.6M | 127,150 | -0.32pp | 14q | -8.3%-$1.1M | |
| ADVANCED MICRO DEVICES INC | AMD | $12.6M | 21,661 | +0.75pp | 15q | -19.9%-$3.1M | |
| DATADOG INC | DDOG | $11.9M | 45,872 | +0.53pp | 7q | -18.3%-$2.7M | |
| ANALOG DEVICES INC | ADI | $11.2M | 28,177 | -0.13pp | 30q | -19.1%-$2.6M | |
| FORTINET INC | FTNT | $10.6M | 68,957 | +0.49pp | 10q | -1.8%-$197.2K | |
| SPOTIFY TECHNOLOGY S A | SPOT | $10.6M | 23,039 | -0.30pp | 26q | -5.2%-$584.5K | |
| ROSS STORES INC | ROST | $10.1M | 47,264 | -0.36pp | 31q | -13.5%-$1.6M | |
| ON SEMICONDUCTOR CORP | ON | $9.8M | 103,786 | +0.06pp | 15q | -23.0%-$2.9M | |
| CATERPILLAR INC | CAT | $9.8M | 9,205 | +0.16pp | 31q | -13.5%-$1.5M | |
| ISHARES TR | TIP | $8.8M | 80,469 | -0.08pp | 31q | +4.5%+$379.4K | |
| ILLUMINA INC | ILMN | $8.5M | 48,067 | +0.15pp | 31q | -7.9%-$722.1K | |
| ASML HLDG NV | ASML | $8.1M | 4,052 | +0.20pp | 16q | -6.7%-$577.0K | |
| BEONE MEDICINES LTD | ONC | $8.0M | 28,237 | -0.16pp | 6q | -0.9%-$72.7K | |
| DEERE & CO | DE | $8.0M | 12,654 | -0.12pp | 28q | -12.4%-$1.1M | |
| GUARDANT HEALTH INC | GH | $7.9M | 52,547 | +0.28pp | 2q | -2.2%-$176.6K | |
| SNOWFLAKE INC | SNOW | $7.8M | 30,720 | +0.31pp | 16q | -0.5%-$39.7K | |
| METTLER TOLEDO INTERNATIONAL | MTD | $7.7M | 6,065 | -0.09pp | 31q | HELD | |
| WALMART INC | WMT | $7.5M | 66,126 | -0.20pp | 31q | -0.6%-$48.5K | |
| ALPHABET INC | GOOG | $7.4M | 21,072 | +0.08pp | 31q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $7.3M | 14,504 | -0.01pp | 31q | +5.2%+$358.3K | |
| UBER TECHNOLOGIES INC | UBER | $7.1M | 99,030 | -0.14pp | 2q | -5.5%-$416.9K | |
| VANGUARD BD INDEX FDS | BSV | $7.1M | 91,262 | -0.06pp | 31q | +4.6%+$314.1K | |
| SYNOPSYS INC | SNPS | $6.9M | 15,500 | -0.15pp | 8q | -16.8%-$1.4M | |
| MICROSOFT CORP | MSFT | $6.7M | 17,878 | -0.04pp | 31q | +5.0%+$318.9K | |
| TJX COS INC NEW | TJX | $6.7M | 43,974 | -0.14pp | 31q | -1.1%-$71.2K | |
| REGENERON PHARMACEUTICALS | REGN | $6.6M | 10,613 | -0.35pp | 28q | -5.4%-$376.6K | |
| VERTEX PHARMACEUTICALS INC | VRTX | $6.6M | 13,274 | +0.06pp | 29q | +7.9%+$480.3K | |
| VEEVA SYS INC | VEEV | $6.1M | 34,572 | -0.04pp | 24q | +4.8%+$278.6K | |
| MONGODB INC | MDB | $6.1M | 18,197 | +0.21pp | 31q | +15.9%+$838.1K | |
| TEXAS INSTRS INC | TXN | $6.0M | 20,092 | +0.14pp | 31q | -9.4%-$619.7K | |
| CHUBB LIMITED | CB | $5.8M | 17,060 | -0.16pp | 31q | -14.1%-$958.7K | |
| TRAVELERS COMPANIES INC | TRV | $5.8M | 17,519 | +0.04pp | 31q | +4.2%+$234.4K | |
| REPLIGEN CORP | RGEN | $5.7M | 41,841 | flat | 17q | -3.9%-$232.6K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $5.5M | 11,599 | +0.11pp | 5q | -5.8%-$344.0K | |
| ELI LILLY & CO | LLY | $5.4M | 4,509 | +0.13pp | 5q | +7.2%+$363.4K | |
| SHERWIN WILLIAMS CO | SHW | $5.3M | 15,476 | +0.07pp | 31q | +15.8%+$727.6K | |
| ALNYLAM PHARMACEUTICALS INC | ALNY | $5.3M | 17,697 | -0.13pp | 2q | +1.4%+$71.0K | |
| CADENCE DESIGN SYSTEM INC | CDNS | $5.3M | 14,122 | +0.11pp | 12q | HELD | |
| ISHARES TR | STIP | $5.3M | 51,614 | -0.05pp | 20q | +4.3%+$216.6K | |
| RUBRIK INC. | RBRK | $5.2M | 64,781 | +0.23pp | 4q | +8.2%+$396.1K | |
| ISHARES TR | SGOV | $5.1M | 51,157 | flat | 10q | +10.6%+$493.5K | |
| DYNATRACE INC | DT | $5.1M | 115,946 | +0.07pp | 5q | +7.2%+$340.4K | |
| CRISPR THERAPEUTICS AG | CRSP | $5.1M | 92,894 | +0.03pp | 30q | +1.8%+$91.1K | |
| AMGEN INC | AMGN | $4.9M | 13,544 | -0.04pp | 31q | +1.7%+$84.0K | |
| SYMBOTIC INC | SYM | $4.8M | 107,659 | -0.27pp | 4q | -11.4%-$622.2K | |
| THERMO FISHER SCIENTIFIC INC | TMO | $4.8M | 9,640 | +0.05pp | 31q | +19.6%+$792.0K | |
| MOODYS CORP | MCO | $4.7M | 10,405 | +0.07pp | 27q | +22.0%+$848.3K | |
| SAMSARA INC | IOT | $4.7M | 144,318 | -0.05pp | 11q | HELD | |
| ILLINOIS TOOL WKS INC | ITW | $4.6M | 17,121 | -0.03pp | 31q | +1.6%+$73.9K | |
| BIONTECH SE | BNTX | $4.6M | 49,696 | -0.01pp | 18q | +4.2%+$185.2K | |
| LOWES COS INC | LOW | $4.2M | 19,057 | flat | 31q | +18.1%+$644.9K | |
| VERTIV HOLDINGS CO | VRT | $4.0M | 12,075 | +0.10pp | 2q | +5.4%+$208.6K | |
| UNION PAC CORP | UNP | $4.0M | 14,809 | +0.01pp | 31q | +2.3%+$92.5K | |
| ROCKWELL AUTOMATION INC | ROK | $3.8M | 7,657 | +0.10pp | 4q | +3.6%+$133.2K | |
| ISHARES TR | IXN | $3.2M | 21,849 | +0.01pp | 31q | -19.8%-$778.4K | |
| GENEDX HOLDINGS CORP | WGS | $2.9M | 42,500 | flat | 5q | +5.0%+$140.3K | |
| GE VERNOVA INC | GEV | $2.8M | 2,414 | +0.09pp | 5q | +12.5%+$316.1K | |
| ZSCALER INC | ZS | $2.4M | 16,806 | +0.09pp | 2q | +65.7%+$940.9K | |
| APTIV PLC | APTV | $2.3M | 37,921 | -0.06pp | 7q | +2.7%+$61.9K | |
| ISHARES TR | EXI | $1.9M | 9,346 | -0.05pp | 31q | -17.7%-$401.8K | |
| FIRST SOLAR INC | FSLR | $1.8M | 7,784 | +0.01pp | 31q | HELD | |
| SOFI TECHNOLOGIES INC | SOFI | $1.7M | 92,554 | flat | 6q | HELD | |
| VANGUARD INDEX FDS | VNQ | $1.7M | 17,190 | flat | 29q | HELD | |
| ISHARES TR | ICSH | $1.5M | 29,195 | -0.01pp | 10q | +6.8%+$94.6K | |
| ISHARES TR | RXI | $1.4M | 7,292 | -0.04pp | 31q | -13.4%-$218.6K | |
| HONEYWELL INTL INC | HON | $1.2M | 5,537 | - | new | NEW | |
| HONEYWELL AEROSPACE INC | HONA | $1.2M | 5,530 | - | new | NEW | |
| EXXON MOBIL CORP | XOMXXXX | $1.1M | 8,404 | -0.05pp | 18q | HELD | |
| APPLIED MATLS INC | AMAT | $924.0K | 1,278 | +0.05pp | 5q | HELD | |
| ISHARES TR | IXP | $913.2K | 8,092 | -0.04pp | 30q | -19.7%-$224.6K | |
| ISHARES TR | IJH | $878.7K | 11,395 | flat | 8q | HELD | |
| SPDR SERIES TRUST | SPTS | $871.5K | 30,041 | flat | 9q | +15.4%+$116.4K | |
| VANGUARD INTL EQUITY INDEX F | VNQI | $865.4K | 19,294 | -0.01pp | 26q | +2.4%+$20.2K | |
| VANGUARD INTL EQUITY INDEX F | VEU | $776.4K | 9,271 | -0.01pp | 26q | -14.2%-$129.0K | |
| BARCLAYS BANK PLC | DJP | $772.4K | 17,671 | -0.02pp | 31q | -2.2%-$17.6K | |
| SELECT SECTOR SPDR TR | XLF | $763.9K | 14,250 | flat | 8q | -2.0%-$15.9K | |
| ISHARES TR | IVV | $706.1K | 943 | -0.01pp | 31q | -17.6%-$151.3K | |
| ISHARES TR | TFLO | $697.8K | 13,783 | -0.01pp | 9q | +0.7%+$4.9K | |
| VANGUARD MUN BD FDS | VTEB | $688.7K | 13,616 | - | new | NEW | |
| VANGUARD INDEX FDS | VV | $665.7K | 1,936 | -0.02pp | 28q | -20.5%-$171.2K | |
| ISHARES TR | IJK | $656.8K | 5,590 | -0.10pp | 31q | -57.6%-$893.7K | |
| SELECT SECTOR SPDR TR | XLV | $559.9K | 3,529 | flat | 8q | HELD | |
| VANGUARD CALIF TAX FREE FDS | VTEC | $507.1K | 5,041 | - | new | NEW | |
| SCHWAB STRATEGIC TR | SCHX | $504.0K | 17,125 | flat | 31q | -0.6%-$3.1K | |
| VERSIGENT PLC | VGNT | $461.7K | 10,991 | - | new | NEW | |
| VANGUARD WELLINGTON FD | VTES | $453.1K | 4,472 | - | new | NEW | |
| VANGUARD INDEX FDS | VO | $371.9K | 4,616 | -0.01pp | 26q | +242.2%+$263.2K | |
| J P MORGAN EXCHANGE TRADED F | JPST | $344.0K | 6,803 | -0.15pp | 5q | -76.0%-$1.1M | |
| CHEVRON CORPORATION | CVX | $331.5K | 2,000 | -0.02pp | 18q | HELD | |
| VISA INC | V | $226.4K | 660 | - | new | NEW | |
| ISHARES TR | KXI | $206.4K | 3,056 | flat | 31q | +1.4%+$2.9K | |
| ISHARES TR | IXJ | $204.2K | 2,076 | - | new | NEW | |
| IMMUNITYBIO INC | IBRX | $87.5K | 10,000 | flat | 4q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $188.9M | 22.1% |
| Software & IT Services | $147.5M | 17.2% |
| Retail & Consumer | $83.2M | 9.7% |
| Biotech & Pharma | $68.6M | 8.0% |
| Business Services | $38.2M | 4.5% |
| Industrials | $35.4M | 4.1% |
| Telecom & Media | $34.6M | 4.0% |
| Autos & Aerospace | $33.2M | 3.9% |
| Computer Hardware | $32.2M | 3.8% |
| Healthcare Services | $25.6M | 3.0% |
| Medical Devices | $19.6M | 2.3% |
| Insurance | $18.9M | 2.2% |
| Other sectors | $15.4M | 1.8% |
| Not classified | $115.3M | 13.5% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $856.7M | 111 | 8 | 39 | 50 | 1 | 36.6% | 22 |
| Q1 2026 | $770.0M | 104 | 5 | 52 | 39 | 14 | 39.6% | 24 |
| Q4 2025 | $837.4M | 113 | 0 | 43 | 54 | 5 | 40.1% | 26 |
| Q3 2025 | $851.1M | 118 | 4 | 44 | 47 | 3 | 41.0% | 29 |
| Q2 2025 | $816.5M | 117 | 11 | 41 | 45 | 5 | 41.1% | 23 |
| Q1 2025 | $746.9M | 111 | 3 | 64 | 35 | 12 | 38.7% | 32 |
| Q4 2024 | $706.5M | 120 | 4 | 41 | 57 | 6 | 41.6% | 22 |
| Q3 2024 | $652.8M | 122 | 10 | 55 | 35 | 8 | 36.9% | 18 |
| Q2 2024 | $617.7M | 120 | 3 | 47 | 64 | 5 | 37.2% | 24 |
| Q1 2024 | $624.1M | 122 | 5 | 64 | 37 | 5 | 36.8% | 17 |
| Q4 2023 | $574.7M | 122 | 5 | 41 | 49 | 6 | 37.4% | 31 |
| Q3 2023 | $544.7M | 123 | 2 | 65 | 40 | 6 | 39.3% | 19 |
| Q2 2023 | $576.3M | 127 | 1 | 26 | 88 | 46 | 38.7% | 40 |
| Q1 2023 | $534.6M | 172 | 39 | 84 | 42 | 3 | 33.9% | 26 |
| Q4 2022 | $449.4M | 136 | 5 | 70 | 45 | 10 | 32.6% | 44 |
| Q3 2022 | $462.7M | 141 | 12 | 54 | 57 | 2 | 38.4% | 27 |
| Q2 2022 | $411.9M | 131 | 3 | 56 | 58 | 15 | 35.9% | 28 |
| Q1 2022 | $535.4M | 143 | 8 | 44 | 77 | 34 | 37.8% | 32 |
| Q4 2021 | $585.2M | 169 | 10 | 93 | 49 | 14 | 31.7% | 39 |
| Q3 2021 | $545.5M | 173 | 10 | 43 | 79 | 13 | 29.5% | 21 |
| Q2 2021 | $528.8M | 176 | 13 | 122 | 31 | 9 | 25.9% | 29 |
| Q1 2021 | $460.8M | 172 | 7 | 127 | 29 | 9 | 25.6% | 50 |
| Q4 2020 | $418.3M | 174 | 6 | 68 | 78 | 125 | 26.9% | 42 |
| Q3 2020 | $367.1M | 293 | 130 | 91 | 60 | 4 | 26.4% | 35 |
| Q2 2020 | $340.6M | 167 | 18 | 66 | 57 | 9 | 28.5% | 41 |
| Q1 2020 | $264.9M | 158 | 11 | 54 | 81 | 47 | 25.7% | 42 |
| Q4 2019 | $323.4M | 194 | 33 | 72 | 59 | 5 | 23.1% | 45 |
| Q3 2019 | $282.8M | 166 | 13 | 82 | 58 | 13 | 22.2% | 38 |
| Q2 2019 | $242.4M | 166 | 17 | 38 | 91 | 11 | 22.7% | 32 |
| Q1 2019 | $251.5M | 160 | 22 | 64 | 67 | 3 | 21.5% | 46 |
| Q4 2018 | $207.8M | 141 | 0 | 0 | 0 | 0 | 21.8% | 30 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.