HolderBook

Slow Capital, Inc.

Reported holdings as of Q2 2026, from 31 quarterly filings.

This filer last reported in Q2 2026; the most recent quarter on file across all filers is Q3 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.

CIK
1716984
Reported value
$856.7M
Positions
111
Top 10 weight
36.6%
Filed
2026-07-22
Days after quarter end
22

Holdings

Download these holdings as CSV

SecurityTickerValue SharesWeightWeight change Held Change
BROADCOM INCAVGO$56.4M149,3396.58%+0.17pp31q-6.5%-$3.9M
NVIDIA CORPORATIONNVDA$43.5M217,2445.07%-0.12pp31q-5.2%-$2.4M
ALPHABET INCGOOGL$38.1M106,5304.44%+0.18pp31q-6.7%-$2.7M
AMAZON COM INCAMZN$31.8M133,6003.72%-0.16pp31q-6.8%-$2.3M
TESLA INCTSLA$30.5M72,4013.55%-0.19pp31q-6.6%-$2.2M
MERCADOLIBRE INCMELI$26.1M15,3913.05%-0.39pp31q+0.5%+$130.7K
NETFLIX INCNFLX$24.1M337,0792.81%-1.51pp31q-2.7%-$655.8K
ISHARES TRMUB$22.1M205,2512.58%-0.20pp31q+1.8%+$381.4K
APPLE INCAAPL$21.6M74,7882.53%-0.10pp31q-6.3%-$1.5M
INTUITIVE SURGICAL INCISRG$19.6M49,3952.29%-0.65pp31qHELD
CLOUDFLARE INCNET$19.3M78,7012.25%+0.22pp8q+3.7%+$685.3K
MICRON TECHNOLOGY INCMU$18.7M16,2162.18%+1.05pp31q-37.1%-$11.1M
COSTCO WHOLESALE CORPORATIONCOST$17.6M18,8092.05%-0.36pp31q+0.8%+$133.8K
ARM HOLDINGS PLCARM$15.6M43,9641.82%+0.92pp5q-3.9%-$630.1K
ISHARES TRSUB$14.9M140,1071.74%-0.21pp31q-0.8%-$127.9K
GRAIL INCGRAL$14.8M217,2621.73%+0.20pp9q-4.8%-$750.6K
ISHARES TRCMF$14.6M252,5011.70%-0.36pp31q-9.3%-$1.5M
CROWDSTRIKE HLDGS INCCRWD$14.4M18,8711.68%+0.53pp8q-16.9%-$2.9M
ISHARES TRAGG$12.6M127,1501.47%-0.32pp14q-8.3%-$1.1M
ADVANCED MICRO DEVICES INCAMD$12.6M21,6611.47%+0.75pp15q-19.9%-$3.1M
DATADOG INCDDOG$11.9M45,8721.39%+0.53pp7q-18.3%-$2.7M
ANALOG DEVICES INCADI$11.2M28,1771.31%-0.13pp30q-19.1%-$2.6M
FORTINET INCFTNT$10.6M68,9571.24%+0.49pp10q-1.8%-$197.2K
SPOTIFY TECHNOLOGY S ASPOT$10.6M23,0391.23%-0.30pp26q-5.2%-$584.5K
ROSS STORES INCROST$10.1M47,2641.17%-0.36pp31q-13.5%-$1.6M
ON SEMICONDUCTOR CORPON$9.8M103,7861.15%+0.06pp15q-23.0%-$2.9M
CATERPILLAR INCCAT$9.8M9,2051.14%+0.16pp31q-13.5%-$1.5M
ISHARES TRTIP$8.8M80,4691.03%-0.08pp31q+4.5%+$379.4K
ILLUMINA INCILMN$8.5M48,0670.99%+0.15pp31q-7.9%-$722.1K
ASML HLDG NVASML$8.1M4,0520.94%+0.20pp16q-6.7%-$577.0K
BEONE MEDICINES LTDONC$8.0M28,2370.94%-0.16pp6q-0.9%-$72.7K
DEERE & CODE$8.0M12,6540.94%-0.12pp28q-12.4%-$1.1M
GUARDANT HEALTH INCGH$7.9M52,5470.92%+0.28pp2q-2.2%-$176.6K
SNOWFLAKE INCSNOW$7.8M30,7200.91%+0.31pp16q-0.5%-$39.7K
METTLER TOLEDO INTERNATIONALMTD$7.7M6,0650.90%-0.09pp31qHELD
WALMART INCWMT$7.5M66,1260.87%-0.20pp31q-0.6%-$48.5K
ALPHABET INCGOOG$7.4M21,0720.87%+0.08pp31qHELD
BERKSHIRE HATHAWAY INC DELBRKB$7.3M14,5040.85%-0.01pp31q+5.2%+$358.3K
UBER TECHNOLOGIES INCUBER$7.1M99,0300.83%-0.14pp2q-5.5%-$416.9K
VANGUARD BD INDEX FDSBSV$7.1M91,2620.83%-0.06pp31q+4.6%+$314.1K
SYNOPSYS INCSNPS$6.9M15,5000.81%-0.15pp8q-16.8%-$1.4M
MICROSOFT CORPMSFT$6.7M17,8780.78%-0.04pp31q+5.0%+$318.9K
TJX COS INC NEWTJX$6.7M43,9740.78%-0.14pp31q-1.1%-$71.2K
REGENERON PHARMACEUTICALSREGN$6.6M10,6130.77%-0.35pp28q-5.4%-$376.6K
VERTEX PHARMACEUTICALS INCVRTX$6.6M13,2740.77%+0.06pp29q+7.9%+$480.3K
VEEVA SYS INCVEEV$6.1M34,5720.72%-0.04pp24q+4.8%+$278.6K
MONGODB INCMDB$6.1M18,1970.71%+0.21pp31q+15.9%+$838.1K
TEXAS INSTRS INCTXN$6.0M20,0920.70%+0.14pp31q-9.4%-$619.7K
CHUBB LIMITEDCB$5.8M17,0600.68%-0.16pp31q-14.1%-$958.7K
TRAVELERS COMPANIES INCTRV$5.8M17,5190.68%+0.04pp31q+4.2%+$234.4K
REPLIGEN CORPRGEN$5.7M41,8410.67%flat17q-3.9%-$232.6K
TAIWAN SEMICONDUCTOR MANUFACTSM$5.5M11,5990.65%+0.11pp5q-5.8%-$344.0K
ELI LILLY & COLLY$5.4M4,5090.63%+0.13pp5q+7.2%+$363.4K
SHERWIN WILLIAMS COSHW$5.3M15,4760.62%+0.07pp31q+15.8%+$727.6K
ALNYLAM PHARMACEUTICALS INCALNY$5.3M17,6970.62%-0.13pp2q+1.4%+$71.0K
CADENCE DESIGN SYSTEM INCCDNS$5.3M14,1220.62%+0.11pp12qHELD
ISHARES TRSTIP$5.3M51,6140.62%-0.05pp20q+4.3%+$216.6K
RUBRIK INC.RBRK$5.2M64,7810.61%+0.23pp4q+8.2%+$396.1K
ISHARES TRSGOV$5.1M51,1570.60%flat10q+10.6%+$493.5K
DYNATRACE INCDT$5.1M115,9460.59%+0.07pp5q+7.2%+$340.4K
CRISPR THERAPEUTICS AGCRSP$5.1M92,8940.59%+0.03pp30q+1.8%+$91.1K
AMGEN INCAMGN$4.9M13,5440.57%-0.04pp31q+1.7%+$84.0K
SYMBOTIC INCSYM$4.8M107,6590.56%-0.27pp4q-11.4%-$622.2K
THERMO FISHER SCIENTIFIC INCTMO$4.8M9,6400.56%+0.05pp31q+19.6%+$792.0K
MOODYS CORPMCO$4.7M10,4050.55%+0.07pp27q+22.0%+$848.3K
SAMSARA INCIOT$4.7M144,3180.55%-0.05pp11qHELD
ILLINOIS TOOL WKS INCITW$4.6M17,1210.54%-0.03pp31q+1.6%+$73.9K
BIONTECH SEBNTX$4.6M49,6960.54%-0.01pp18q+4.2%+$185.2K
LOWES COS INCLOW$4.2M19,0570.49%flat31q+18.1%+$644.9K
VERTIV HOLDINGS COVRT$4.0M12,0750.47%+0.10pp2q+5.4%+$208.6K
UNION PAC CORPUNP$4.0M14,8090.47%+0.01pp31q+2.3%+$92.5K
ROCKWELL AUTOMATION INCROK$3.8M7,6570.44%+0.10pp4q+3.6%+$133.2K
ISHARES TRIXN$3.2M21,8490.37%+0.01pp31q-19.8%-$778.4K
GENEDX HOLDINGS CORPWGS$2.9M42,5000.34%flat5q+5.0%+$140.3K
GE VERNOVA INCGEV$2.8M2,4140.33%+0.09pp5q+12.5%+$316.1K
ZSCALER INCZS$2.4M16,8060.28%+0.09pp2q+65.7%+$940.9K
APTIV PLCAPTV$2.3M37,9210.27%-0.06pp7q+2.7%+$61.9K
ISHARES TREXI$1.9M9,3460.22%-0.05pp31q-17.7%-$401.8K
FIRST SOLAR INCFSLR$1.8M7,7840.21%+0.01pp31qHELD
SOFI TECHNOLOGIES INCSOFI$1.7M92,5540.19%flat6qHELD
VANGUARD INDEX FDSVNQ$1.7M17,1900.19%flat29qHELD
ISHARES TRICSH$1.5M29,1950.17%-0.01pp10q+6.8%+$94.6K
ISHARES TRRXI$1.4M7,2920.16%-0.04pp31q-13.4%-$218.6K
HONEYWELL INTL INCHON$1.2M5,5370.14%-newNEW
HONEYWELL AEROSPACE INCHONA$1.2M5,5300.14%-newNEW
EXXON MOBIL CORPXOMXXXX$1.1M8,4040.13%-0.05pp18qHELD
APPLIED MATLS INCAMAT$924.0K1,2780.11%+0.05pp5qHELD
ISHARES TRIXP$913.2K8,0920.11%-0.04pp30q-19.7%-$224.6K
ISHARES TRIJH$878.7K11,3950.10%flat8qHELD
SPDR SERIES TRUSTSPTS$871.5K30,0410.10%flat9q+15.4%+$116.4K
VANGUARD INTL EQUITY INDEX FVNQI$865.4K19,2940.10%-0.01pp26q+2.4%+$20.2K
VANGUARD INTL EQUITY INDEX FVEU$776.4K9,2710.09%-0.01pp26q-14.2%-$129.0K
BARCLAYS BANK PLCDJP$772.4K17,6710.09%-0.02pp31q-2.2%-$17.6K
SELECT SECTOR SPDR TRXLF$763.9K14,2500.09%flat8q-2.0%-$15.9K
ISHARES TRIVV$706.1K9430.08%-0.01pp31q-17.6%-$151.3K
ISHARES TRTFLO$697.8K13,7830.08%-0.01pp9q+0.7%+$4.9K
VANGUARD MUN BD FDSVTEB$688.7K13,6160.08%-newNEW
VANGUARD INDEX FDSVV$665.7K1,9360.08%-0.02pp28q-20.5%-$171.2K
ISHARES TRIJK$656.8K5,5900.08%-0.10pp31q-57.6%-$893.7K
SELECT SECTOR SPDR TRXLV$559.9K3,5290.07%flat8qHELD
VANGUARD CALIF TAX FREE FDSVTEC$507.1K5,0410.06%-newNEW
SCHWAB STRATEGIC TRSCHX$504.0K17,1250.06%flat31q-0.6%-$3.1K
VERSIGENT PLCVGNT$461.7K10,9910.05%-newNEW
VANGUARD WELLINGTON FDVTES$453.1K4,4720.05%-newNEW
VANGUARD INDEX FDSVO$371.9K4,6160.04%-0.01pp26q+242.2%+$263.2K
J P MORGAN EXCHANGE TRADED FJPST$344.0K6,8030.04%-0.15pp5q-76.0%-$1.1M
CHEVRON CORPORATIONCVX$331.5K2,0000.04%-0.02pp18qHELD
VISA INCV$226.4K6600.03%-newNEW
ISHARES TRKXI$206.4K3,0560.02%flat31q+1.4%+$2.9K
ISHARES TRIXJ$204.2K2,0760.02%-newNEW
IMMUNITYBIO INCIBRX$87.5K10,0000.01%flat4qHELD

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.

Semiconductors & Electronics 22.1%Software & IT Services 17.2%Retail & Consumer 9.7%Biotech & Pharma 8.0%Business Services 4.5%Industrials 4.1%Telecom & Media 4.0%Autos & Aerospace 3.9%Computer Hardware 3.8%Healthcare Services 3.0%Medical Devices 2.3%Insurance 2.2%Other sectors 1.8%Not classified 13.5%
 
SectorValueShare
Semiconductors & Electronics$188.9M22.1%
Software & IT Services$147.5M17.2%
Retail & Consumer$83.2M9.7%
Biotech & Pharma$68.6M8.0%
Business Services$38.2M4.5%
Industrials$35.4M4.1%
Telecom & Media$34.6M4.0%
Autos & Aerospace$33.2M3.9%
Computer Hardware$32.2M3.8%
Healthcare Services$25.6M3.0%
Medical Devices$19.6M2.3%
Insurance$18.9M2.2%
Other sectors$15.4M1.8%
Not classified$115.3M13.5%

What the disclosed book did

This is not the fund's return. A 13F shows long US equity positions only, so shorts, bonds, foreign listings, private holdings and cash are all invisible here. What this measures is the quarter's change in value of the positions this manager disclosed, had they been left untouched - the return a reader following the filing would have earned.

QuarterBookMarket DifferencePriced
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%

Market is SPY over the same two quarter ends, priced the same way as everything else here - the median across every filer reporting it. It is a large-cap US proxy, so a manager holding small caps or biotech will beat or trail it for reasons that are not skill. Prices are quarter-end to quarter-end and say nothing about the path in between, or about trades opened and closed inside a quarter.

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$856.7M11183950136.6%22
Q1 2026$770.0M104552391439.6%24
Q4 2025$837.4M11304354540.1%26
Q3 2025$851.1M11844447341.0%29
Q2 2025$816.5M117114145541.1%23
Q1 2025$746.9M111364351238.7%32
Q4 2024$706.5M12044157641.6%22
Q3 2024$652.8M122105535836.9%18
Q2 2024$617.7M12034764537.2%24
Q1 2024$624.1M12256437536.8%17
Q4 2023$574.7M12254149637.4%31
Q3 2023$544.7M12326540639.3%19
Q2 2023$576.3M127126884638.7%40
Q1 2023$534.6M172398442333.9%26
Q4 2022$449.4M136570451032.6%44
Q3 2022$462.7M141125457238.4%27
Q2 2022$411.9M131356581535.9%28
Q1 2022$535.4M143844773437.8%32
Q4 2021$585.2M1691093491431.7%39
Q3 2021$545.5M1731043791329.5%21
Q2 2021$528.8M1761312231925.9%29
Q1 2021$460.8M172712729925.6%50
Q4 2020$418.3M1746687812526.9%42
Q3 2020$367.1M2931309160426.4%35
Q2 2020$340.6M167186657928.5%41
Q1 2020$264.9M1581154814725.7%42
Q4 2019$323.4M194337259523.1%45
Q3 2019$282.8M1661382581322.2%38
Q2 2019$242.4M1661738911122.7%32
Q1 2019$251.5M160226467321.5%46
Q4 2018$207.8M141000021.8%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.