EdgeMarket › What Slow Capital, Inc. reported owning
What Slow Capital, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
770.0MPositions
104Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AVGO Broadcom Inc. | 49.4M | 6.4% | 159.7K | 368.45 | +26.5% |
| NVDA NVIDIA CORP | 40.0M | 5.2% | 229.2K | 214.72 | +22.4% |
| NFLX NETFLIX INC | 33.3M | 4.3% | 346.3K | 79.59 | -34.4% |
| GOOGL Alphabet Inc. | 32.8M | 4.3% | 114.2K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 29.9M | 3.9% | 143.4K | 258.63 | +15.6% |
| TSLA Tesla, Inc. | 28.8M | 3.7% | 77.5K | 362.86 | +12.0% |
| MELI MERCADOLIBRE INC | 26.5M | 3.4% | 15.3K | 1,922.73 | -17.7% |
| ISRG INTUITIVE SURGICAL INC | 22.7M | 2.9% | 49.2K | 378.81 | -21.2% |
| MUB iShares National Muni Bond ETF | 21.4M | 2.8% | 201.7K | 105.34 | +1.2% |
| AAPL Apple Inc. | 20.3M | 2.6% | 79.8K | 309.35 | +36.9% |
| COST COSTCO WHOLESALE CORP /NEW | 18.6M | 2.4% | 18.7K | 947.74 | -4.7% |
| CMF iShares California Muni Bond ETF | 15.8M | 2.1% | 278.3K | 56.51 | +1.5% |
| NET Cloudflare, Inc. | 15.7M | 2.0% | 75.9K | 293.14 | +51.7% |
| SUB iShares Short-Term National Muni Bond ETF | 15.0M | 2.0% | 141.3K | 106.30 | -0.6% |
| AGG iShares Core U.S. Aggregate Bond ETF | 13.8M | 1.8% | 138.7K | 97.35 | -1.7% |
| ROST ROSS STORES, INC. | 11.8M | 1.5% | 54.6K | 239.04 | +63.3% |
| GRAL GRAIL, Inc. | 11.8M | 1.5% | 228.3K | 79.54 | +147.2% |
| SPOT Spotify Technology S.A. | 11.8M | 1.5% | 24.3K | 533.72 | -24.2% |
| ADI ANALOG DEVICES INC | 11.1M | 1.4% | 34.8K | 373.09 | +52.4% |
| CRWD CrowdStrike Holdings, Inc. | 8.9M | 1.2% | 22.7K | 191.95 | +83.2% |
| MU MICRON TECHNOLOGY INC | 8.7M | 1.1% | 25.8K | 966.78 | +724.8% |
| REGN REGENERON PHARMACEUTICALS, INC. | 8.7M | 1.1% | 11.2K | 834.04 | +41.1% |
| TIP iShares TIPS Bond ETF | 8.5M | 1.1% | 77.0K | 107.13 | -2.7% |
| ONC BeOne Medicines Ltd. | 8.5M | 1.1% | 28.5K | 374.47 | +21.1% |
| ON ON SEMICONDUCTOR CORP | 8.3M | 1.1% | 134.7K | 74.21 | +50.0% |
| WMT Walmart Inc. | 8.3M | 1.1% | 66.6K | 103.70 | +1.1% |
| DE DEERE & CO | 8.1M | 1.1% | 14.4K | 647.47 | +31.4% |
| MTD METTLER TOLEDO INTERNATIONAL INC/ | 7.6M | 1.0% | 6.1K | 1,395.25 | +6.0% |
| CAT CATERPILLAR INC | 7.5M | 1.0% | 10.6K | 827.90 | +96.8% |
| UBER Uber Technologies, Inc | 7.5M | 1.0% | 104.8K | 78.80 | -15.9% |
| SNPS SYNOPSYS INC | 7.4M | 1.0% | 18.6K | 397.87 | -33.8% |
| TJX TJX COMPANIES INC /DE/ | 7.1M | 0.9% | 44.4K | 140.53 | +1.6% |
| ARM ARM HOLDINGS PLC /UK | 6.9M | 0.9% | 45.7K | 243.32 | +85.5% |
| BSV Vanguard Short-Term Bond ETF | 6.8M | 0.9% | 87.2K | 77.57 | -1.4% |
| DDOG Datadog, Inc. | 6.6M | 0.9% | 56.1K | 235.62 | +83.4% |
| unmapped CUSIP 084670702 | 6.6M | 0.9% | 13.8K | — | — |
| CB Chubb Ltd | 6.5M | 0.8% | 19.9K | 340.99 | +21.9% |
| SYM Symbotic Inc. | 6.5M | 0.8% | 121.5K | 41.83 | -6.0% |
| ILMN ILLUMINA, INC. | 6.4M | 0.8% | 52.2K | 219.40 | +117.7% |
| MSFT MICROSOFT CORP | 6.3M | 0.8% | 17.0K | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 6.1M | 0.8% | 21.1K | 341.75 | +70.7% |
| VEEV VEEVA SYSTEMS INC | 5.8M | 0.8% | 33.0K | 247.90 | -12.7% |
| ALNY ALNYLAM PHARMACEUTICALS, INC. | 5.8M | 0.8% | 17.5K | 236.22 | -48.5% |
| FTNT Fortinet, Inc. | 5.7M | 0.7% | 70.2K | 153.51 | +92.8% |
| ASML ASML HOLDING NV | 5.7M | 0.7% | 4.3K | 1,763.76 | +135.3% |
| AMD ADVANCED MICRO DEVICES INC | 5.5M | 0.7% | 27.0K | 473.25 | +186.5% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 5.5M | 0.7% | 12.3K | 548.05 | +39.0% |
| RGEN REPLIGEN CORP | 5.1M | 0.7% | 43.5K | 181.13 | +49.0% |
| STIP iShares 0-5 Year TIPS Bond ETF | 5.1M | 0.7% | 49.5K | 100.92 | -2.2% |
| GH Guardant Health, Inc. | 5.0M | 0.6% | 53.7K | 170.69 | +191.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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