Slow Capital, Inc. — 13F Holdings & Portfolio
CIK 1716984 · latest 13F-HR filed 2026-04-24
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.
Loading holdings…
AUM
$770.0M
Long-equity book
Holdings
104
Distinct positions
Period
2026-03-31
Filed 2026-04-24
Q/Q Activity
+5 / −14 / ↑42 / ↓41
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CLOUDFLARE INC$6.0M +62.2%
- ARM HOLDINGS PLC$4.0M +137.8%
- NETFLIX INC.$3.4M +11.5%
- COSTCO WHOLESALE CORPORATION$3.2M +21.0%
- ROSS STORES INC$1.7M +16.3%
Top Trims
- FIRST SOLAR INC-$10.0M -86.7%
- BROADCOM INC-$7.8M -13.7%
- TESLA INC-$6.7M -18.8%
- NVIDIA CORPORATION-$6.3M -13.6%
- INTUITIVE SURGICAL INC-$4.7M -17.3%
New Positions
- UBER TECHNOLOGIES INC$7.5M
- ALNYLAM PHARMACEUTICALS INC$5.8M
- GUARDANT HEALTH INC$5.0M
- VERTIV HOLDINGS CO$2.9M
- ZSCALER INC$1.4M
Exited Positions
- EXACT SCIENCES CORP$15.1M
- SERVICENOW INC$10.1M
- HUBSPOT INC$7.5M
- ACCENTURE PLC IRELAND$6.1M
- ATLASSIAN CORPORATION$5.4M
All Holdings
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 | $49.4M | 6.42% | 159,685 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $40.0M | 5.19% | 229,231 | SH |
| 3 | NETFLIX INC. | NFLX | 64110L106 | $33.3M | 4.32% | 346,264 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $32.8M | 4.26% | 114,198 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $29.9M | 3.88% | 143,368 | SH |
| 6 | TESLA INC | TSLA | 88160R101 | $28.8M | 3.74% | 77,536 | SH |
| 7 | MERCADOLIBRE INC | MELI | 58733R102 | $26.5M | 3.44% | 15,314 | SH |
| 8 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $22.7M | 2.94% | 49,170 | SH |
| 9 | ISHARES TR | MUB | 464288414 | $21.4M | 2.78% | 201,707 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $20.3M | 2.63% | 79,811 | SH |
| 11 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $18.6M | 2.42% | 18,666 | SH |
| 12 | ISHARES TR | CMF | 464288356 | $15.8M | 2.06% | 278,292 | SH |
| 13 | CLOUDFLARE INC | NET | 18915M107 | $15.7M | 2.03% | 75,907 | SH |
| 14 | ISHARES TR | SUB | 464288158 | $15.0M | 1.95% | 141,308 | SH |
| 15 | ISHARES TR | AGG | 464287226 | $13.8M | 1.79% | 138,668 | SH |
| 16 | ROSS STORES INC | ROST | 778296103 | $11.8M | 1.54% | 54,628 | SH |
| 17 | GRAIL INC | GRAL | 384747101 | $11.8M | 1.53% | 228,256 | SH |
| 18 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $11.8M | 1.53% | 24,312 | SH |
| 19 | ANALOG DEVICES INC | ADI | 032654105 | $11.1M | 1.44% | 34,848 | SH |
| 20 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $8.9M | 1.15% | 22,713 | SH |
| 21 | MICRON TECHNOLOGY INC | MU | 595112103 | $8.7M | 1.13% | 25,801 | SH |
| 22 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $8.7M | 1.13% | 11,217 | SH |
| 23 | ISHARES TR | TIP | 464287176 | $8.5M | 1.10% | 77,002 | SH |
| 24 | BEONE MEDICINES LTD | ONC | 07725L102 | $8.5M | 1.10% | 28,492 | SH |
| 25 | ON SEMICONDUCTOR CORP | ON | 682189105 | $8.3M | 1.08% | 134,727 | SH |
| 26 | WALMART INC | WMT | 931142103 | $8.3M | 1.07% | 66,554 | SH |
| 27 | DEERE & CO | DE | 244199105 | $8.1M | 1.06% | 14,440 | SH |
| 28 | METTLER TOLEDO INTERNATIONAL | MTD | 592688105 | $7.6M | 0.99% | 6,054 | SH |
| 29 | CATERPILLAR INC | CAT | 149123101 | $7.5M | 0.98% | 10,647 | SH |
| 30 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $7.5M | 0.98% | 104,807 | SH |
| 31 | SYNOPSYS INC | SNPS | 871607107 | $7.4M | 0.96% | 18,626 | SH |
| 32 | TJX COS INC NEW | TJX | 872540109 | $7.1M | 0.92% | 44,444 | SH |
| 33 | ARM HOLDINGS PLC | ARM | 042068205 | $6.9M | 0.90% | 45,741 | SH |
| 34 | VANGUARD BD INDEX FDS | BSV | 921937827 | $6.8M | 0.89% | 87,230 | SH |
| 35 | DATADOG INC | DDOG | 23804L103 | $6.6M | 0.86% | 56,137 | SH |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $6.6M | 0.86% | 13,788 | SH |
| 37 | CHUBB LTD SWITZ | CB | H1467J104 | $6.5M | 0.84% | 19,871 | SH |
| 38 | SYMBOTIC INC | SYM | 87151X101 | $6.5M | 0.84% | 121,500 | SH |
| 39 | ILLUMINA INC | ILMN | 452327109 | $6.4M | 0.84% | 52,174 | SH |
| 40 | MICROSOFT CORP | MSFT | 594918104 | $6.3M | 0.82% | 17,023 | SH |
| 41 | ALPHABET INC | GOOG | 02079K107 | $6.1M | 0.79% | 21,128 | SH |
| 42 | VEEVA SYS INC | VEEV | 922475108 | $5.8M | 0.75% | 33,002 | SH |
| 43 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $5.8M | 0.75% | 17,461 | SH |
| 44 | FORTINET INC | FTNT | 34959E109 | $5.7M | 0.75% | 70,241 | SH |
| 45 | ASML HLDG NV | ASML | N07059210 | $5.7M | 0.74% | 4,342 | SH |
| 46 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $5.5M | 0.71% | 27,039 | SH |
| 47 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $5.5M | 0.71% | 12,307 | SH |
| 48 | REPLIGEN CORP | RGEN | 759916109 | $5.1M | 0.67% | 43,546 | SH |
| 49 | ISHARES TR | STIP | 46429B747 | $5.1M | 0.66% | 49,494 | SH |
| 50 | GUARDANT HEALTH INC | GH | 40131M109 | $5.0M | 0.64% | 53,724 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-24 | $770.0M | 104 | 0001716984-26-000004 |
| 2025-12-31 | 2026-01-26 | $837.4M | 113 | 0001716984-26-000001 |