Slow Capital, Inc. holds a diversified book of 111 reported positions worth $856.7M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Honeywell International Inc and trimmed Broadcom Inc. Their largest long position is Broadcom Inc at 7% of the reported non-option book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
87% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Slow Capital, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 9 / 80 | $246.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $441.4M |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.6M |
| CIBC Capital Markets (Europe) S.A. | 8 / 80 | $700.5M |
| H&H International Investment, LLC | 8 / 80 | $16.1B |
| Ketron Financial | 16 / 80 | $267.6M |
| Howard Hughes Medical Institute | 14 / 80 | $369.0M |
| Conway Capital Management, Inc. | 16 / 80 | $185.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Slow Capital, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc COM | $56.4M | 149.3K | 6.6% | ▼−6.5% Reduced · −10K sh | |
| 2 | Nvidia Corporation COM | $43.5M | 217.2K | 5.1% | ▼−5.2% Reduced · −12K sh | |
| 3 | Alphabet Inc CAP STK CL A | $38.1M | 106.5K | 4.4% | ▼−6.7% Reduced · −8K sh | |
| 4 | Amazon Com Inc COM | $31.8M | 133.6K | 3.7% | ▼−6.8% Reduced · −10K sh | |
| 5 | Tesla Inc COM | $30.5M | 72.4K | 3.6% | ▼−6.6% Reduced · −5K sh | |
| 6 | Mercadolibre Inc COM | $26.1M | 15.4K | 3.0% | ▲+0.5% Added · +77 sh | |
| 7 | Netflix Inc. COM | $24.1M | 337.1K | 2.8% | ▼−2.6% Reduced · −9K sh | |
| 8 | Ishares TR NATIONAL MUN ETF | $22.1M | 205.3K | 2.6% | ▲+1.8% Added · +4K sh | |
| 9 | Apple Inc COM | $21.6M | 74.8K | 2.5% | ▼−6.3% Reduced · −5K sh | |
| 10 | Intuitive Surgical Inc COM NEW | $19.6M | 49.4K | 2.3% | ▲+0.5% Added · +225 sh | |
| 11 | Cloudflare Inc CL A COM | $19.3M | 78.7K | 2.3% | ▲+3.7% Added · +3K sh | |
| 12 | Micron Technology Inc COM | $18.7M | 16.2K | 2.2% | ▼−37% Reduced · −10K sh | |
| 13 | Costco Wholesale Corporation COM | $17.6M | 18.8K | 2.1% | ▲+0.8% Added · +143 sh | |
| 14 | Arm Holdings PLC SPONSORED ADS | $15.6M | 44.0K | 1.8% | ▼−3.9% Reduced · −2K sh | |
| 15 | Ishares TR SHRT NAT MUN ETF | $14.9M | 140.1K | 1.7% | ▼−0.8% Reduced · −1K sh | |
| 16 | Grail Inc COM | $14.8M | 217.3K | 1.7% | ▼−4.8% Reduced · −11K sh | |
| 17 | Ishares TR CALIF MUN BD ETF | $14.6M | 252.5K | 1.7% | ▼−9.3% Reduced · −26K sh | |
| 18 | Crowdstrike Hldgs Inc CL A | $14.4M | 18.9K | 1.7% | ▼−17% Reduced · −4K sh | |
| 19 | Ishares TR CORE US AGGBD ET | $12.6M | 127.2K | 1.5% | ▼−8.3% Reduced · −12K sh | |
| 20 | Advanced Micro Devices Inc COM | $12.6M | 21.7K | 1.5% | ▼−20% Reduced · −5K sh | |
| 21 | Datadog Inc CL A COM | $11.9M | 45.9K | 1.4% | ▼−18% Reduced · −10K sh | |
| 22 | Analog Devices Inc COM | $11.2M | 28.2K | 1.3% | ▼−19% Reduced · −7K sh | |
| 23 | Fortinet Inc COM | $10.6M | 69.0K | 1.2% | ▼−1.8% Reduced · −1K sh | |
| 24 | Spotify Technology S A SHS | $10.6M | 23.0K | 1.2% | ▼−5.2% Reduced · −1K sh | |
| 25 | Ross Stores Inc COM | $10.1M | 47.3K | 1.2% | ▼−13% Reduced · −7K sh | |
| 26 | On Semiconductor Corp COM | $9.8M | 103.8K | 1.1% | ▼−23% Reduced · −31K sh | |
| 27 | Caterpillar Inc COM | $9.8M | 9.2K | 1.1% | ▼−14% Reduced · −1K sh | |
| 28 | Ishares TR TIPS BD ETF | $8.8M | 80.5K | 1.0% | ▲+4.5% Added · +3K sh | |
| 29 | Illumina Inc COM | $8.5M | 48.1K | 1.0% | ▼−7.9% Reduced · −4K sh | |
| 30 | ASML Hldg NV N Y REGISTRY SHS | $8.1M | 4.1K | 0.9% | ▼−6.7% Reduced · −290 sh | |
| 31 | Beone Medicines Ltd SPONSORED ADS | $8.0M | 28.2K | 0.9% | ▼−0.9% Reduced · −255 sh | |
| 32 | Deere & Co COM | $8.0M | 12.7K | 0.9% | ▼−12% Reduced · −2K sh | |
| 33 | Guardant Health Inc COM | $7.9M | 52.5K | 0.9% | ▼−2.2% Reduced · −1K sh | |
| 34 | Snowflake Inc COM SHS | $7.8M | 30.7K | 0.9% | ▼−0.5% Reduced · −156 sh | |
| 35 | Mettler Toledo International COM | $7.7M | 6.1K | 0.9% | ▲+0.2% Added · +11 sh | |
| 36 | Walmart Inc COM | $7.5M | 66.1K | 0.9% | ▼−0.6% Reduced · −428 sh | |
| 37 | Alphabet Inc CAP STK CL C | $7.4M | 21.1K | 0.9% | ▼−0.3% Reduced · −56 sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $7.3M | 14.5K | 0.8% | ▲+5.2% Added · +716 sh | |
| 39 | Uber Technologies Inc COM | $7.1M | 99.0K | 0.8% | ▼−5.5% Reduced · −6K sh | |
| 40 | Vanguard BD Index FDS SHORT TRM BOND | $7.1M | 91.3K | 0.8% | ▲+4.6% Added · +4K sh | |
| 41 | Synopsys Inc COM | $6.9M | 15.5K | 0.8% | ▼−17% Reduced · −3K sh | |
| 42 | Microsoft Corp COM | $6.7M | 17.9K | 0.8% | ▲+5.0% Added · +855 sh | |
| 43 | TJX Cos Inc New COM | $6.7M | 44.0K | 0.8% | ▼−1.1% Reduced · −470 sh | |
| 44 | Regeneron Pharmaceuticals COM | $6.6M | 10.6K | 0.8% | ▼−5.4% Reduced · −604 sh | |
| 45 | Vertex Pharmaceuticals Inc COM | $6.6M | 13.3K | 0.8% | ▲+7.8% Added · +967 sh | |
| 46 | Veeva Sys Inc CL A COM | $6.1M | 34.6K | 0.7% | ▲+4.8% Added · +2K sh | |
| 47 | Mongodb Inc CL A | $6.1M | 18.2K | 0.7% | ▲+16% Added · +2K sh | |
| 48 | Texas Instrs Inc COM | $6.0M | 20.1K | 0.7% | ▼−9.4% Reduced · −2K sh | |
| 49 | Chubb Limited COM | $5.8M | 17.1K | 0.7% | ▼−14% Reduced · −3K sh | |
| 50 | Travelers Companies Inc COM | $5.8M | 17.5K | 0.7% | ▲+4.2% Added · +710 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Slow Capital, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 111 | $856.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 24d | 104 | $770.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 26d | 113 | $837.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 29d | 118 | $851.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 23d | 117 | $816.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 32d | 111 | $746.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 22d | 120 | $706.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 18d | 122 | $652.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.