Slow Capital, Inc. — 13F Holdings & Portfolio
CIK 1716984 · latest 13F-HR filed 2026-07-22
Slow Capital, Inc. manages $856.7M in 13F-reported U.S. long-equity assets across 111 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVGO (6.58%), NVDA (5.07%), GOOGL (4.44%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 1, added to 60, and trimmed 26.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 190
GREENBRAE, CA 94904
$856.7M
Long-equity book
111
Distinct positions
2026-06-30
Filed 2026-07-22
+8 / −1 / ↑60 / ↓26
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$10.0M +114.7%
- ARM HOLDINGS PLC$8.7M +125.3%
- ADVANCED MICRO DEVICES INC$7.1M +128.8%
- BROADCOM INC$7.0M +14.1%
- CROWDSTRIKE HLDGS INC$5.5M +62.4%
Top Trims
- NETFLIX INC.-$9.2M -27.7%
- INTUITIVE SURGICAL INC-$3.0M -13.3%
- REGENERON PHARMACEUTICALS-$2.0M -23.6%
- ROSS STORES INC-$1.8M -15.0%
- SYMBOTIC INC-$1.6M -25.1%
New Positions
- HONEYWELL INTL INC$1.2M
- HONEYWELL AEROSPACE INC$1.2M
- VANGUARD MUN BD FDS$688.7K
- VANGUARD CALIF TAX FREE FDS$507.1K
- VERSIGENT PLC$461.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 11135F101 | $56.4M | 6.58% | 149,339 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $43.5M | 5.07% | 217,244 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $38.1M | 4.44% | 106,530 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $31.8M | 3.72% | 133,600 | SH |
| 5 | TESLA INC | TSLA | 88160R101 | $30.5M | 3.55% | 72,401 | SH |
| 6 | MERCADOLIBRE INC | MELI | 58733R102 | $26.1M | 3.05% | 15,391 | SH |
| 7 | NETFLIX INC. | NFLX | 64110L106 | $24.1M | 2.81% | 337,079 | SH |
| 8 | ISHARES TR | MUB | 464288414 | $22.1M | 2.58% | 205,251 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $21.6M | 2.53% | 74,788 | SH |
| 10 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $19.6M | 2.29% | 49,395 | SH |
| 11 | CLOUDFLARE INC | NET | 18915M107 | $19.3M | 2.25% | 78,701 | SH |
| 12 | MICRON TECHNOLOGY INC | MU | 595112103 | $18.7M | 2.18% | 16,216 | SH |
| 13 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $17.6M | 2.05% | 18,809 | SH |
| 14 | ARM HOLDINGS PLC | ARM | 042068205 | $15.6M | 1.82% | 43,964 | SH |
| 15 | ISHARES TR | SUB | 464288158 | $14.9M | 1.74% | 140,107 | SH |
| 16 | GRAIL INC | GRAL | 384747101 | $14.8M | 1.73% | 217,262 | SH |
| 17 | ISHARES TR | CMF | 464288356 | $14.6M | 1.70% | 252,501 | SH |
| 18 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $14.4M | 1.68% | 18,871 | SH |
| 19 | ISHARES TR | AGG | 464287226 | $12.6M | 1.47% | 127,150 | SH |
| 20 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $12.6M | 1.47% | 21,661 | SH |
| 21 | DATADOG INC | DDOG | 23804L103 | $11.9M | 1.39% | 45,872 | SH |
| 22 | ANALOG DEVICES INC | ADI | 032654105 | $11.2M | 1.31% | 28,177 | SH |
| 23 | FORTINET INC | FTNT | 34959E109 | $10.6M | 1.24% | 68,957 | SH |
| 24 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $10.6M | 1.23% | 23,039 | SH |
| 25 | ROSS STORES INC | ROST | 778296103 | $10.1M | 1.17% | 47,264 | SH |
| 26 | ON SEMICONDUCTOR CORP | ON | 682189105 | $9.8M | 1.15% | 103,786 | SH |
| 27 | CATERPILLAR INC | CAT | 149123101 | $9.8M | 1.14% | 9,205 | SH |
| 28 | ISHARES TR | TIP | 464287176 | $8.8M | 1.03% | 80,469 | SH |
| 29 | ILLUMINA INC | ILMN | 452327109 | $8.5M | 0.99% | 48,067 | SH |
| 30 | ASML HLDG NV | ASML | N07059210 | $8.1M | 0.94% | 4,052 | SH |
| 31 | BEONE MEDICINES LTD | ONC | 07725L102 | $8.0M | 0.94% | 28,237 | SH |
| 32 | DEERE & CO | DE | 244199105 | $8.0M | 0.94% | 12,654 | SH |
| 33 | GUARDANT HEALTH INC | GH | 40131M109 | $7.9M | 0.92% | 52,547 | SH |
| 34 | SNOWFLAKE INC | SNOW | 833445109 | $7.8M | 0.91% | 30,720 | SH |
| 35 | METTLER TOLEDO INTERNATIONAL | MTD | 592688105 | $7.7M | 0.90% | 6,065 | SH |
| 36 | WALMART INC | WMT | 931142103 | $7.5M | 0.87% | 66,126 | SH |
| 37 | ALPHABET INC | GOOG | 02079K107 | $7.4M | 0.87% | 21,072 | SH |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $7.3M | 0.85% | 14,504 | SH |
| 39 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $7.1M | 0.83% | 99,030 | SH |
| 40 | VANGUARD BD INDEX FDS | BSV | 921937827 | $7.1M | 0.83% | 91,262 | SH |
| 41 | SYNOPSYS INC | SNPS | 871607107 | $6.9M | 0.81% | 15,500 | SH |
| 42 | MICROSOFT CORP | MSFT | 594918104 | $6.7M | 0.78% | 17,878 | SH |
| 43 | TJX COS INC NEW | TJX | 872540109 | $6.7M | 0.78% | 43,974 | SH |
| 44 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $6.6M | 0.77% | 10,613 | SH |
| 45 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $6.6M | 0.77% | 13,274 | SH |
| 46 | VEEVA SYS INC | VEEV | 922475108 | $6.1M | 0.72% | 34,572 | SH |
| 47 | MONGODB INC | MDB | 60937P106 | $6.1M | 0.71% | 18,197 | SH |
| 48 | TEXAS INSTRS INC | TXN | 882508104 | $6.0M | 0.70% | 20,092 | SH |
| 49 | CHUBB LIMITED | CB | H1467J104 | $5.8M | 0.68% | 17,060 | SH |
| 50 | TRAVELERS COMPANIES INC | TRV | 89417E109 | $5.8M | 0.68% | 17,519 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-22 | $856.7M | 111 | 0001716984-26-000005 |
| 2026-03-31 | 2026-04-24 | $770.0M | 104 | 0001716984-26-000004 |
| 2025-12-31 | 2026-01-26 | $837.4M | 113 | 0001716984-26-000001 |