Slow Capital, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICRON TECHNOLOGY INC(MU) | 25,801 | 16,216 | -9,585 | 8,718,276 | 18,717,848 | 2.18% | +9,999,572 |
| ARM HOLDINGS PLC | 45,741 | 43,964 | -1,777 | 6,919,699 | 15,588,316 | 1.82% | +8,668,617 |
| ADVANCED MICRO DEVICES INC(AMD) | 27,039 | 21,661 | -5,378 | 5,500,544 | 12,583,092 | 1.47% | +7,082,548 |
| BROADCOM INC(AVGO) | 159,685 | 149,339 | -10,346 | 49,423,990 | 56,412,884 | 6.58% | +6,988,894 |
| CROWDSTRIKE HLDGS INC(CRWD) | 22,713 | 18,871 | -3,842 | 8,867,383 | 14,401,215 | 1.68% | +5,533,832 |
| DATADOG INC(DDOG) | 56,137 | 45,872 | -10,265 | 6,626,973 | 11,943,234 | 1.39% | +5,316,261 |
| ALPHABET INC(GOOG) | 114,198 | 106,530 | -7,668 | 32,838,889 | 38,070,455 | 4.44% | +5,231,566 |
| ISHARES TR | 0 | 51,157 | +51,157 | 0 | 5,149,976 | 0.60% | +5,149,976 |
| FORTINET INC(FTNT) | 70,241 | 68,957 | -1,284 | 5,740,095 | 10,593,175 | 1.24% | +4,853,080 |
| CLOUDFLARE INC(NET) | 75,907 | 78,701 | +2,794 | 15,662,651 | 19,303,782 | 2.25% | +3,641,131 |
| NVIDIA CORPORATION(NVDA) | 229,231 | 217,244 | -11,987 | 39,978,514 | 43,468,332 | 5.07% | +3,489,818 |
| SNOWFLAKE INC(SNOW) | 30,876 | 30,720 | -156 | 4,656,719 | 7,818,240 | 0.91% | +3,161,521 |
| GRAIL INC(GRAL) | 228,256 | 217,262 | -10,994 | 11,796,271 | 14,832,477 | 1.73% | +3,036,206 |
| GUARDANT HEALTH INC(GH) | 53,724 | 52,547 | -1,177 | 4,962,486 | 7,883,627 | 0.92% | +2,921,141 |
| ASML HLDG NV | 4,342 | 4,052 | -290 | 5,735,441 | 8,061,808 | 0.94% | +2,326,367 |
| RUBRIK INC.(RBRK) | 59,847 | 64,781 | +4,934 | 2,930,708 | 5,200,619 | 0.61% | +2,269,911 |
| MONGODB INC(MDB) | 15,702 | 18,197 | +2,495 | 3,843,379 | 6,112,373 | 0.71% | +2,268,994 |
| CATERPILLAR INC(CAT) | 10,647 | 9,205 | -1,442 | 7,543,058 | 9,802,532 | 1.14% | +2,259,474 |
| ILLUMINA INC(ILMN) | 52,174 | 48,067 | -4,107 | 6,430,968 | 8,451,621 | 0.99% | +2,020,653 |
| AMAZON COM INC(AMZN) | 143,368 | 133,600 | -9,768 | 29,859,150 | 31,842,105 | 3.72% | +1,982,955 |
| TEXAS INSTRS INC(TXN) | 22,171 | 20,092 | -2,079 | 4,304,352 | 5,988,936 | 0.70% | +1,684,584 |
| TESLA INC(TSLA) | 77,536 | 72,401 | -5,135 | 28,824,008 | 30,451,861 | 3.55% | +1,627,853 |
| ELI LILLY & CO(LLY) | 4,206 | 4,509 | +303 | 3,868,553 | 5,408,230 | 0.63% | +1,539,677 |
| ON SEMICONDUCTOR CORP(ON) | 134,727 | 103,786 | -30,941 | 8,342,296 | 9,811,929 | 1.15% | +1,469,633 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 14,061 | 14,122 | +61 | 3,907,131 | 5,300,270 | 0.62% | +1,393,139 |
| APPLE INC(AAPL) | 79,811 | 74,788 | -5,023 | 20,255,247 | 21,640,636 | 2.53% | +1,385,389 |
| ALPHABET INC(GOOG) | 21,128 | 21,072 | -56 | 6,060,798 | 7,445,520 | 0.87% | +1,384,722 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 12,319 | 11,599 | -720 | 4,165,861 | 5,542,011 | 0.65% | +1,376,150 |
| HONEYWELL INTL INC | 0 | 5,537 | +5,537 | 0 | 1,239,623 | 0.14% | +1,239,623 |
| HONEYWELL AEROSPACE INC | 0 | 5,530 | +5,530 | 0 | 1,222,573 | 0.14% | +1,222,573 |
| VERTIV HOLDINGS CO(VRT) | 11,452 | 12,075 | +623 | 2,869,644 | 4,042,956 | 0.47% | +1,173,312 |
| ROCKWELL AUTOMATION INC(ROK) | 7,388 | 7,657 | +269 | 2,651,406 | 3,790,828 | 0.44% | +1,139,422 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 12,307 | 13,274 | +967 | 5,495,568 | 6,593,595 | 0.77% | +1,098,027 |
| DYNATRACE INC(DT) | 108,193 | 115,946 | +7,753 | 4,000,978 | 5,091,189 | 0.59% | +1,090,211 |
| SHERWIN WILLIAMS CO(SHW) | 13,363 | 15,476 | +2,113 | 4,283,540 | 5,328,731 | 0.62% | +1,045,191 |
| MOODYS CORP(MCO) | 8,532 | 10,405 | +1,873 | 3,722,041 | 4,712,590 | 0.55% | +990,549 |
| GE VERNOVA INC(GEV) | 2,145 | 2,414 | +269 | 1,872,517 | 2,836,273 | 0.33% | +963,756 |
| ZSCALER INC(ZS) | 10,140 | 16,806 | +6,666 | 1,422,541 | 2,372,167 | 0.28% | +949,626 |
| TRAVELERS COMPANIES INC(TRV) | 16,809 | 17,519 | +710 | 4,902,765 | 5,783,277 | 0.68% | +880,512 |
| SPDR SERIES TRUST | 0 | 30,041 | +30,041 | 0 | 871,490 | 0.10% | +871,490 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 8,061 | 9,640 | +1,579 | 3,963,952 | 4,835,305 | 0.56% | +871,353 |
| SELECT SECTOR SPDR TR | 0 | 14,250 | +14,250 | 0 | 763,943 | 0.09% | +763,943 |
| CRISPR THERAPEUTICS AG(CRSP) | 91,223 | 92,894 | +1,671 | 4,339,479 | 5,066,439 | 0.59% | +726,960 |
| VANGUARD MUN BD FDS | 0 | 13,616 | +13,616 | 0 | 688,698 | 0.08% | +688,698 |
| ISHARES TR | 201,707 | 205,251 | +3,544 | 21,411,145 | 22,089,059 | 2.58% | +677,914 |
| BERKSHIRE HATHAWAY INC DEL | 13,788 | 14,504 | +716 | 6,607,210 | 7,257,657 | 0.85% | +650,447 |
| REPLIGEN CORP(RGEN) | 43,546 | 41,841 | -1,705 | 5,130,590 | 5,708,787 | 0.67% | +578,197 |
| SELECT SECTOR SPDR TR | 0 | 3,529 | +3,529 | 0 | 559,912 | 0.07% | +559,912 |
| UNION PAC CORP(UNP) | 14,469 | 14,809 | +340 | 3,510,434 | 4,028,009 | 0.47% | +517,575 |
| VANGUARD CALIF TAX FREE FDS | 0 | 5,041 | +5,041 | 0 | 507,125 | 0.06% | +507,125 |
| APPLIED MATLS INC | 1,278 | 1,278 | 0 | 436,808 | 923,994 | 0.11% | +487,186 |
| VERSIGENT PLC(VGNT) | 0 | 10,991 | +10,991 | 0 | 461,732 | 0.05% | +461,732 |
| VANGUARD WELLINGTON FD | 0 | 4,472 | +4,472 | 0 | 453,059 | 0.05% | +453,059 |
| ISHARES TR | 27,237 | 21,849 | -5,388 | 2,722,837 | 3,156,677 | 0.37% | +433,840 |
| LOWES COS INC(LOW) | 16,132 | 19,057 | +2,925 | 3,811,579 | 4,201,794 | 0.49% | +390,215 |
| BIONTECH SE(BNTX) | 47,706 | 49,696 | +1,990 | 4,240,088 | 4,624,190 | 0.54% | +384,102 |
| MICROSOFT CORP(MSFT) | 17,023 | 17,878 | +855 | 6,301,425 | 6,668,802 | 0.78% | +367,377 |
| VEEVA SYS INC(VEEV) | 33,002 | 34,572 | +1,570 | 5,797,044 | 6,135,405 | 0.72% | +338,361 |
| GENEDX HOLDINGS CORP(WGS) | 40,457 | 42,500 | +2,043 | 2,598,149 | 2,917,625 | 0.34% | +319,476 |
| ISHARES TR | 77,002 | 80,469 | +3,467 | 8,497,896 | 8,805,748 | 1.03% | +307,852 |
| FIRST SOLAR INC(FSLR) | 7,804 | 7,784 | -20 | 1,539,418 | 1,836,713 | 0.21% | +297,295 |
| VANGUARD BD INDEX FDS | 87,230 | 91,262 | +4,032 | 6,839,674 | 7,110,212 | 0.83% | +270,538 |
| ILLINOIS TOOL WKS INC(ITW) | 16,848 | 17,121 | +273 | 4,391,659 | 4,637,168 | 0.54% | +245,509 |
| VISA INC(V) | 0 | 660 | +660 | 0 | 226,440 | 0.03% | +226,440 |
| AMGEN INC(AMGN) | 13,312 | 13,544 | +232 | 4,683,708 | 4,904,430 | 0.57% | +220,722 |
| ISHARES TR | 0 | 2,076 | +2,076 | 0 | 204,237 | 0.02% | +204,237 |
| SOFI TECHNOLOGIES INC(SOFI) | 92,554 | 92,554 | 0 | 1,469,758 | 1,659,494 | 0.19% | +189,736 |
| ISHARES TR | 49,494 | 51,614 | +2,120 | 5,119,145 | 5,272,895 | 0.62% | +153,750 |
| VANGUARD INDEX FDS | 17,149 | 17,190 | +41 | 1,521,101 | 1,657,665 | 0.19% | +136,564 |
| METTLER TOLEDO INTERNATIONAL(MTD) | 6,054 | 6,065 | +11 | 7,634,675 | 7,747,460 | 0.90% | +112,785 |
| ISHARES TR | 11,395 | 11,395 | 0 | 769,505 | 878,669 | 0.10% | +109,164 |
| ANALOG DEVICES INC(ADI) | 34,848 | 28,177 | -6,671 | 11,086,406 | 11,190,977 | 1.31% | +104,571 |
| ISHARES TR | 27,325 | 29,195 | +1,870 | 1,383,192 | 1,476,684 | 0.17% | +93,492 |
| SAMSARA INC(IOT) | 144,903 | 144,318 | -585 | 4,591,977 | 4,680,233 | 0.55% | +88,256 |
| SCHWAB STRATEGIC TR | 17,231 | 17,125 | -106 | 441,803 | 503,989 | 0.06% | +62,186 |
| VANGUARD INTL EQUITY INDEX F | 18,843 | 19,294 | +451 | 837,591 | 865,356 | 0.10% | +27,765 |
| IMMUNITYBIO INC(IBRX) | 10,000 | 10,000 | 0 | 76,700 | 87,550 | 0.01% | +10,850 |
| ISHARES TR | 13,686 | 13,783 | +97 | 692,923 | 697,834 | 0.08% | +4,911 |
| ISHARES TR | 3,013 | 3,056 | +43 | 201,902 | 206,372 | 0.02% | +4,470 |
| VANGUARD INDEX FDS | 1,349 | 4,616 | +3,267 | 387,426 | 371,903 | 0.04% | -15,523 |
| VANGUARD INTL EQUITY INDEX F | 10,811 | 9,271 | -1,540 | 811,924 | 776,437 | 0.09% | -35,487 |
| ISHARES TR | 1,145 | 943 | -202 | 747,896 | 706,150 | 0.08% | -41,746 |
| VANGUARD INDEX FDS | 2,434 | 1,936 | -498 | 727,519 | 665,711 | 0.08% | -61,808 |
| CHEVRON CORPORATION(CVX) | 2,000 | 2,000 | 0 | 413,800 | 331,520 | 0.04% | -82,280 |
| BARCLAYS BANK PLC(DJP) | 18,074 | 17,671 | -403 | 870,083 | 772,400 | 0.09% | -97,683 |
| DEERE & CO(DE) | 14,440 | 12,654 | -1,786 | 8,138,872 | 8,032,202 | 0.94% | -106,670 |
| ISHARES TR | 141,308 | 140,107 | -1,201 | 15,049,346 | 14,917,236 | 1.74% | -132,110 |
| ISHARES TR | 8,425 | 7,292 | -1,133 | 1,570,842 | 1,407,065 | 0.16% | -163,777 |
| ISHARES TR | 11,350 | 9,346 | -2,004 | 2,054,464 | 1,873,873 | 0.22% | -180,591 |
| APTIV PLC(APTV) | 36,913 | 37,921 | +1,008 | 2,563,234 | 2,327,587 | 0.27% | -235,647 |
| ISHARES TR | 10,082 | 8,092 | -1,990 | 1,158,055 | 913,158 | 0.11% | -244,897 |
| EXXON MOBIL CORP | 8,404 | 8,404 | 0 | 1,425,823 | 1,148,995 | 0.13% | -276,828 |
| MERCADOLIBRE INC(MELI) | 15,314 | 15,391 | +77 | 26,477,589 | 26,123,917 | 3.05% | -353,672 |
| UBER TECHNOLOGIES INC(UBER) | 104,807 | 99,030 | -5,777 | 7,538,768 | 7,146,005 | 0.83% | -392,763 |
| BEONE MEDICINES LTD(ONC) | 28,492 | 28,237 | -255 | 8,461,270 | 8,046,698 | 0.94% | -414,572 |
| TJX COS INC NEW(TJX) | 44,444 | 43,974 | -470 | 7,097,768 | 6,662,119 | 0.78% | -435,649 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 17,461 | 17,697 | +236 | 5,777,322 | 5,327,328 | 0.62% | -449,994 |
| SYNOPSYS INC(SNPS) | 18,626 | 15,500 | -3,126 | 7,384,837 | 6,914,085 | 0.81% | -470,752 |
| SELECT SECTOR SPDR TR | 3,529 | 0 | -3,529 | 517,387 | 0 | — | -517,387 |
| CHUBB LIMITED | 19,871 | 17,060 | -2,811 | 6,481,321 | 5,818,104 | 0.68% | -663,217 |