Slow Capital, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TESLA INC(TSLA) | 88,570 | 86,576 | -1,994 | 28,135,147 | 38,502,079 | 4.52% | +10,366,932 |
| ALPHABET INC(GOOG) | 118,740 | 117,645 | -1,095 | 20,925,532 | 28,599,521 | 3.36% | +7,673,989 |
| SNOWFLAKE INC(SNOW) | 0 | 30,896 | +30,896 | 0 | 6,968,593 | 0.82% | +6,968,593 |
| SYMBOTIC INC(SYM) | 0 | 107,502 | +107,502 | 0 | 5,794,358 | 0.68% | +5,794,358 |
| NVIDIA CORPORATION(NVDA) | 293,384 | 278,793 | -14,591 | 46,352,403 | 52,017,863 | 6.11% | +5,665,460 |
| RUBRIK INC.(RBRK) | 0 | 40,620 | +40,620 | 0 | 3,340,995 | 0.39% | +3,340,995 |
| FIRST SOLAR INC(FSLR) | 48,978 | 49,029 | +51 | 8,107,736 | 10,812,256 | 1.27% | +2,704,520 |
| BROADCOM INC(AVGO) | 200,407 | 174,806 | -25,601 | 55,242,175 | 57,670,330 | 6.78% | +2,428,155 |
| ISHARES TR | 165,972 | 184,959 | +18,987 | 17,340,703 | 19,696,231 | 2.31% | +2,355,528 |
| J P MORGAN EXCHANGE TRADED F | 34,533 | 74,705 | +40,172 | 1,750,133 | 3,789,785 | 0.45% | +2,039,652 |
| MICRON TECHNOLOGY INC(MU) | 44,252 | 44,588 | +336 | 5,454,047 | 7,460,447 | 0.88% | +2,006,400 |
| BEONE MEDICINES LTD(ONC) | 18,083 | 18,021 | -62 | 4,377,352 | 6,139,755 | 0.72% | +1,762,403 |
| ROCKWELL AUTOMATION INC(ROK) | 0 | 4,754 | +4,754 | 0 | 1,661,666 | 0.20% | +1,661,666 |
| ROSS STORES INC(ROST) | 63,000 | 63,205 | +205 | 8,037,538 | 9,631,815 | 1.13% | +1,594,277 |
| MONGODB INC(MDB) | 18,028 | 17,014 | -1,014 | 3,785,700 | 5,280,806 | 0.62% | +1,495,106 |
| REPLIGEN CORP(RGEN) | 35,565 | 44,076 | +8,511 | 4,423,575 | 5,891,639 | 0.69% | +1,468,064 |
| ALPHABET INC(GOOG) | 22,383 | 22,166 | -217 | 3,970,482 | 5,398,599 | 0.63% | +1,428,117 |
| ISHARES TR | 125,882 | 136,837 | +10,955 | 13,386,336 | 14,611,499 | 1.72% | +1,225,163 |
| ISHARES TR | 94,386 | 105,582 | +11,196 | 9,363,065 | 10,584,549 | 1.24% | +1,221,484 |
| GRAIL INC(GRAL) | 142,840 | 143,840 | +1,000 | 7,344,833 | 8,505,260 | 1.00% | +1,160,427 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 9,509 | 11,732 | +2,223 | 2,157,673 | 3,280,573 | 0.39% | +1,122,900 |
| CRISPR THERAPEUTICS AG(CRSP) | 75,396 | 73,287 | -2,109 | 3,667,262 | 4,749,731 | 0.56% | +1,082,469 |
| CATERPILLAR INC(CAT) | 10,822 | 10,889 | +67 | 4,201,255 | 5,195,744 | 0.61% | +994,489 |
| TJX COS INC NEW(TJX) | 38,307 | 38,941 | +634 | 4,730,579 | 5,628,587 | 0.66% | +898,008 |
| ASML HOLDING N V | 4,420 | 4,461 | +41 | 3,542,385 | 4,318,940 | 0.51% | +776,555 |
| ISHARES TR | 51,830 | 58,139 | +6,309 | 5,703,392 | 6,466,216 | 0.76% | +762,824 |
| SOFI TECHNOLOGIES INC(SOFI) | 92,554 | 92,554 | 0 | 1,685,409 | 2,445,277 | 0.29% | +759,868 |
| VANGUARD BD INDEX FDS | 58,010 | 65,545 | +7,535 | 4,565,407 | 5,172,181 | 0.61% | +606,774 |
| GENEDX HOLDINGS CORP(WGS) | 39,150 | 39,020 | -130 | 3,613,937 | 4,204,015 | 0.49% | +590,078 |
| APTIV PLC(APTV) | 35,638 | 35,023 | -615 | 2,431,220 | 3,019,678 | 0.35% | +588,458 |
| DATADOG INC(DDOG) | 63,548 | 63,983 | +435 | 8,536,403 | 9,111,180 | 1.07% | +574,777 |
| SYNOPSYS INC(SNPS) | 16,222 | 18,004 | +1,782 | 8,316,695 | 8,882,994 | 1.04% | +566,299 |
| ADVANCED MICRO DEVICES INC(AMD) | 28,342 | 28,303 | -39 | 4,021,730 | 4,579,143 | 0.54% | +557,413 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 7,442 | 7,352 | -90 | 3,018,975 | 3,567,374 | 0.42% | +548,399 |
| REGENERON PHARMACEUTICALS(REGN) | 12,409 | 12,538 | +129 | 6,514,888 | 7,050,000 | 0.83% | +535,112 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 10,498 | 10,689 | +191 | 3,234,959 | 3,754,619 | 0.44% | +519,660 |
| LOWES COS INC(LOW) | 13,096 | 13,392 | +296 | 2,905,525 | 3,365,448 | 0.40% | +459,923 |
| ISHARES TR | 33,130 | 37,419 | +4,289 | 3,409,375 | 3,867,661 | 0.45% | +458,286 |
| ACCENTURE PLC IRELAND | 16,978 | 22,207 | +5,229 | 5,074,651 | 5,476,136 | 0.64% | +401,485 |
| CLOUDFLARE INC(NET) | 53,966 | 50,855 | -3,111 | 10,568,162 | 10,912,975 | 1.28% | +344,813 |
| ANALOG DEVICES INC(ADI) | 38,283 | 38,447 | +164 | 9,112,203 | 9,446,477 | 1.11% | +334,274 |
| ISHARES TR | 39,385 | 38,297 | -1,088 | 3,636,769 | 3,952,586 | 0.46% | +315,817 |
| METTLER TOLEDO INTERNATIONAL(MTD) | 4,469 | 4,529 | +60 | 5,249,237 | 5,559,232 | 0.65% | +309,995 |
| ISHARES TR | 66,501 | 71,885 | +5,384 | 3,372,266 | 3,648,164 | 0.43% | +275,898 |
| SPDR SERIES TRUST | 57,645 | 65,989 | +8,344 | 1,688,423 | 1,934,798 | 0.23% | +246,375 |
| AUTODESK INC | 29,545 | 29,550 | +5 | 9,146,246 | 9,387,149 | 1.10% | +240,903 |
| VEEVA SYS INC(VEEV) | 24,464 | 24,452 | -12 | 7,044,999 | 7,284,347 | 0.86% | +239,348 |
| ILLINOIS TOOL WKS INC(ITW) | 13,555 | 13,558 | +3 | 3,361,698 | 3,545,930 | 0.42% | +184,232 |
| GE VERNOVA INC(GEV) | 970 | 1,111 | +141 | 513,276 | 683,154 | 0.08% | +169,878 |
| UNION PAC CORP(UNP) | 12,248 | 12,497 | +249 | 2,817,987 | 2,953,882 | 0.35% | +135,895 |
| ISHARES TR | 33,261 | 35,876 | +2,615 | 1,684,670 | 1,814,967 | 0.21% | +130,297 |
| TRAVELERS COMPANIES INC(TRV) | 15,379 | 15,152 | -227 | 4,114,421 | 4,230,661 | 0.50% | +116,240 |
| AMGEN INC(AMGN) | 12,221 | 12,487 | +266 | 3,412,131 | 3,523,736 | 0.41% | +111,605 |
| WORKDAY INC(WDAY) | 23,550 | 23,899 | +349 | 5,652,000 | 5,753,207 | 0.68% | +101,207 |
| WALMART INC(WMT) | 62,692 | 60,431 | -2,261 | 6,130,033 | 6,228,029 | 0.73% | +97,996 |
| VANGUARD INDEX FDS | 3,304 | 3,343 | +39 | 943,404 | 1,029,833 | 0.12% | +86,429 |
| ISHARES TR | 20,722 | 19,509 | -1,213 | 2,327,531 | 2,411,157 | 0.28% | +83,626 |
| VANGUARD INTL EQUITY INDEX F | 15,314 | 15,571 | +257 | 1,029,377 | 1,111,320 | 0.13% | +81,943 |
| ILLUMINA INC(ILMN) | 55,198 | 56,196 | +998 | 5,266,442 | 5,336,935 | 0.63% | +70,493 |
| VANGUARD INDEX FDS | 15,988 | 16,331 | +343 | 1,423,854 | 1,493,015 | 0.18% | +69,161 |
| BARCLAYS BANK PLC(DJP) | 17,381 | 18,110 | +729 | 590,607 | 641,819 | 0.08% | +51,212 |
| VANGUARD INTL EQUITY INDEX F | 16,054 | 16,539 | +485 | 740,886 | 789,566 | 0.09% | +48,680 |
| ISHARES TR | 13,243 | 12,949 | -294 | 2,190,197 | 2,237,013 | 0.26% | +46,816 |
| EXXON MOBIL CORP | 8,830 | 8,830 | 0 | 951,874 | 995,583 | 0.12% | +43,709 |
| SCHWAB STRATEGIC TR | 25,651 | 25,379 | -272 | 626,911 | 668,483 | 0.08% | +41,572 |
| ISHARES TR | 11,395 | 11,395 | 0 | 706,718 | 743,638 | 0.09% | +36,920 |
| ON SEMICONDUCTOR CORP(ON) | 120,353 | 128,606 | +8,253 | 6,307,701 | 6,341,562 | 0.75% | +33,861 |
| BERKSHIRE HATHAWAY INC DEL | 11,988 | 11,650 | -338 | 5,823,411 | 5,856,921 | 0.69% | +33,510 |
| APPLIED MATLS INC | 1,278 | 1,278 | 0 | 233,964 | 261,658 | 0.03% | +27,694 |
| IMMUNITYBIO INC(IBRX) | 0 | 10,000 | +10,000 | 0 | 24,600 | 0.00% | +24,600 |
| CHEVRON CORP NEW(CVX) | 2,000 | 2,000 | 0 | 286,380 | 310,580 | 0.04% | +24,200 |
| SELECT SECTOR SPDR TR | 14,546 | 14,546 | 0 | 761,775 | 783,594 | 0.09% | +21,819 |
| VANGUARD INDEX FDS | 1,896 | 1,868 | -28 | 531,639 | 549,516 | 0.06% | +17,877 |
| SELECT SECTOR SPDR TR | 3,529 | 3,529 | 0 | 475,674 | 491,131 | 0.06% | +15,457 |
| SHERWIN WILLIAMS CO(SHW) | 12,207 | 12,095 | -112 | 4,191,423 | 4,188,044 | 0.49% | -3,379 |
| VISA INC(V) | 660 | 660 | 0 | 234,333 | 225,311 | 0.03% | -9,022 |
| ELI LILLY & CO(LLY) | 3,478 | 3,535 | +57 | 2,711,206 | 2,697,205 | 0.32% | -14,001 |
| ISHARES TR | 1,691 | 1,485 | -206 | 224,971 | 210,128 | 0.02% | -14,843 |
| J P MORGAN EXCHANGE TRADED F | 3,902 | 3,440 | -462 | 220,130 | 202,952 | 0.02% | -17,178 |
| APPLE INC(AAPL) | 108,161 | 87,075 | -21,086 | 22,191,407 | 22,171,850 | 2.61% | -19,557 |
| ISHARES TR | 121,218 | 120,866 | -352 | 12,205,441 | 12,171,207 | 1.43% | -34,234 |
| EQUINIX INC(EQIX) | 4,934 | 4,958 | +24 | 3,924,993 | 3,883,486 | 0.46% | -41,507 |
| ISHARES TR | 17,364 | 15,958 | -1,406 | 1,579,777 | 1,530,213 | 0.18% | -49,564 |
| ISHARES TR | 4,768 | 4,041 | -727 | 311,732 | 260,120 | 0.03% | -51,612 |
| ISHARES TR | 1,359 | 1,156 | -203 | 843,759 | 773,663 | 0.09% | -70,096 |
| CHUBB LIMITED | 21,442 | 21,574 | +132 | 6,216,871 | 6,094,133 | 0.72% | -122,738 |
| BLACKROCK INC(BLK) | 121 | 0 | -121 | 127,004 | 0 | — | -127,004 |
| VANGUARD MALVERN FDS | 2,838 | 0 | -2,838 | 142,672 | 0 | — | -142,672 |
| DANAHER CORPORATION(DHR) | 12,143 | 11,243 | -900 | 2,400,427 | 2,230,569 | 0.26% | -169,858 |
| SCHRODINGER INC(SDGR) | 103,647 | 93,889 | -9,758 | 2,085,378 | 1,883,414 | 0.22% | -201,964 |
| MOODYS CORP(MCO) | 7,256 | 7,164 | -92 | 3,639,480 | 3,413,451 | 0.40% | -226,029 |
| ISHARES TR | 12,215 | 9,988 | -2,227 | 2,298,938 | 2,068,198 | 0.24% | -230,740 |
| AMAZON COM INC(AMZN) | 144,602 | 143,423 | -1,179 | 31,724,124 | 31,491,279 | 3.70% | -232,845 |
| EXACT SCIENCES CORP(EXK) | 80,255 | 73,475 | -6,780 | 4,264,751 | 4,019,818 | 0.47% | -244,933 |
| MICROSOFT CORP(MSFT) | 17,472 | 16,292 | -1,180 | 8,690,656 | 8,438,301 | 0.99% | -252,355 |
| ADOBE INC(ADBE) | 7,584 | 7,478 | -106 | 2,934,098 | 2,637,865 | 0.31% | -296,233 |
| SAMSARA INC(IOT) | 125,814 | 125,477 | -337 | 5,004,881 | 4,674,019 | 0.55% | -330,862 |
| TEXAS INSTRS INC(TXN) | 17,157 | 17,523 | +366 | 3,562,215 | 3,219,571 | 0.38% | -342,644 |
| HONEYWELL INTL INC(HON) | 13,572 | 13,193 | -379 | 3,160,640 | 2,777,120 | 0.33% | -383,520 |
| HUBSPOT INC(HUBS) | 12,275 | 13,702 | +1,427 | 6,832,355 | 6,409,562 | 0.75% | -422,793 |