Slow Capital, Inc. reported 80 positions worth $784.34M for the quarter ended Sep 30, 2026, up 5.3% on the prior quarter. It opened 2 new positions, added to 19, trimmed 52 and exited 1. Its largest holding is Broadcom Inc. at 6.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ABNB Airbnb, Inc. | +14.8K | – | $2.38M | 0.304% |
| ACN Accenture plc | +8,936 | – | $1.64M | 0.209% |
| FSLR First Solar, Inc. | +7,340 | +94.3% | $1.29M | 0.338% |
| HON Honeywell International Inc | +1,603 | +29.0% | $338.14K | 0.192% |
| VRT Vertiv Holdings Co | +953 | +7.9% | $229.97K | 0.401% |
| GEV GE Vernova Inc. | +216 | +8.9% | $205.31K | 0.319% |
| GRAL GRAIL, Inc. | +1,101 | +0.5% | $154.27K | 3.9% |
| GOOGL Alphabet Inc. | +277 | +0.3% | $95.31K | 4.69% |
| TSLA Tesla, Inc. | +159 | +0.2% | $56.41K | 3.28% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +113 | +1.0% | $51.58K | 0.682% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| APTV Aptiv PLC | -37.9K | -100.0% | $2.33M | Exited |
| NVDA Nvidia Corp | -4,979 | -2.3% | $1.14M | 6.18% |
| FTNT Fortinet, Inc. | -4,676 | -6.8% | $835.88K | 1.47% |
| AAPL Apple Inc. | -2,360 | -3.2% | $785.93K | 3.08% |
| COST Costco Wholesale Corp | -762 | -4.1% | $693.69K | 2.09% |
| WGS GeneDx Holdings Corp. | -7,973 | -18.8% | $576.45K | 0.318% |
| DE Deere & Co | -765 | -6.0% | $514.06K | 1.02% |
| AVGO Broadcom Inc. | -1,373 | -0.9% | $482.18K | 6.63% |
| RBRK Rubrik, Inc. | -4,151 | -6.4% | $475.17K | 0.885% |
| TJX Tjx Companies Inc | -3,488 | -7.9% | $461.50K | 0.683% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| APTV Aptiv PLC | -37.9K | $2.33M | 0.312% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AVGO Broadcom Inc. | Technology | 148.0K | $51.96M | 6.63% | -1,373 | -0.9% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 212.3K | $48.49M | 6.18% | -4,979 | -2.3% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 106.8K | $36.75M | 4.69% | +277 | +0.3% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 133.3K | $33.22M | 4.24% | -257 | -0.2% | Reduced | 0% |
| 5 | GRAL GRAIL, Inc. | Healthcare | 218.4K | $30.60M | 3.9% | +1,101 | +0.5% | Added | 0.49% |
| 6 | NET Cloudflare, Inc. | Technology | 78.7K | $27.34M | 3.49% | +38 | +0.0% | Added | 0.02% |
| 7 | MELI Mercadolibre Inc | Technology | 15.3K | $26.41M | 3.37% | -114 | -0.7% | Reduced | 0.03% |
| 8 | TSLA Tesla, Inc. | Consumer Discretionary | 72.6K | $25.75M | 3.28% | +159 | +0.2% | Added | 0% |
| 9 | AAPL Apple Inc. | Technology | 72.4K | $24.12M | 3.08% | -2,360 | -3.2% | Reduced | 0% |
| 10 | NFLX Netflix Inc | Technology | 334.9K | $23.30M | 2.97% | -2,206 | -0.7% | Reduced | 0.01% |
| 11 | CRWD CrowdStrike Holdings, Inc. | Technology | 74.6K | $19.74M | 2.52% | -926 | -1.2% | Reduced | 0.01% |
| 12 | ISRG Intuitive Surgical Inc | Healthcare | 48.4K | $19.69M | 2.51% | -965 | -2.0% | Reduced | 0.01% |
| 13 | MU Micron Technology Inc | Technology | 16.2K | $17.29M | 2.2% | +14 | +0.1% | Added | 0% |
| 14 | COST Costco Wholesale Corp | Consumer Staples | 18.0K | $16.43M | 2.09% | -762 | -4.1% | Reduced | 0% |
| 15 | AMD Advanced Micro Devices Inc | Technology | 21.7K | $13.26M | 1.69% | +8 | +0.0% | Added | 0% |
Tip. Select a row to see that position’s full history at Slow Capital.
As of its Q3 2026 13F filing, Slow Capital, Inc.’s five largest positions were Broadcom Inc. (AVGO) at 6.6%, Nvidia Corp (NVDA) at 6.2%, Alphabet Inc. (GOOGL) at 4.7%, Amazon Com Inc (AMZN) at 4.2%, GRAIL, Inc. (GRAL) at 3.9% of the reported portfolio.
Slow Capital, Inc. reported a 13F portfolio worth $784.34M across 80 positions for Q3 2026. That is up 5.3% from the previous quarter.
Its largest purchases by value were Airbnb, Inc. ($2.38M), Accenture plc ($1.64M), First Solar, Inc. ($1.29M). It opened 2 new positions.
Its largest sales by value were Aptiv PLC ($2.33M), Nvidia Corp ($1.14M), Fortinet, Inc. ($835.88K). It exited 1 positions entirely.
From the Form 13F-HR reports Slow Capital, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.