Portfolio (Quarterly)
Guide ↗
Slow Capital, Inc.
· CIK 0001716984| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | — | BERKSHIRE HATHAWAY INC DEL | — | 13,788.0 | $6.6M | 0.86% | +1K | +11.7% | $479.20 | — |
| 22 | MSFT | MICROSOFT CORP | Technology | 17,023.0 | $6.3M | 0.82% | +621.0 | +3.8% | $370.17 | +14.4% |
| 23 | VEEV | VEEVA SYS INC | Healthcare | 33,002.0 | $5.8M | 0.75% | +7K | +28.1% | $175.66 | -6.7% |
| 24 | — | FORTINET INC | — | 70,241.0 | $5.7M | 0.74% | +3K | +4.2% | $81.72 | — |
| 25 | ASML | ASML HLDG NV | Technology | 4,342.0 | $5.7M | 0.74% | +33.0 | +0.8% | $1320.92 | +10.5% |
| 26 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 12,307.0 | $5.5M | 0.71% | +963.0 | +8.5% | $446.54 | -2.2% |
| 27 | RGEN | REPLIGEN CORP | Healthcare | 43,546.0 | $5.1M | 0.67% | +2K | +4.7% | $117.82 | -11.6% |
| 28 | STIP | ISHARES TR | — | 49,494.0 | $5.1M | 0.67% | +3K | +6.5% | $103.43 | -0.0% |
| 29 | TRV | TRAVELERS COMPANIES INC | Financial Services | 16,809.0 | $4.9M | 0.64% | +2K | +10.0% | $291.67 | +4.9% |
| 30 | AMGN | AMGEN INC | Healthcare | 13,312.0 | $4.7M | 0.61% | +733.0 | +5.8% | $351.84 | -6.0% |
| 31 | SNOW | SNOWFLAKE INC | Technology | 30,876.0 | $4.7M | 0.60% | +2K | +5.2% | $150.82 | +8.9% |
| 32 | IOT | SAMSARA INC | Technology | 144,903.0 | $4.6M | 0.60% | +24K | +19.9% | $31.69 | -3.4% |
| 33 | ITW | ILLINOIS TOOL WKS INC | Industrials | 16,848.0 | $4.4M | 0.57% | +3K | +22.9% | $260.66 | -4.3% |
| 34 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 91,223.0 | $4.3M | 0.56% | +15K | +19.0% | $47.57 | +2.1% |
| 35 | TXN | TEXAS INSTRS INC | Technology | 22,171.0 | $4.3M | 0.56% | +3K | +17.6% | $194.14 | +54.8% |
| 36 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 13,363.0 | $4.3M | 0.56% | +1K | +10.7% | $320.55 | -5.5% |
| 37 | BNTX | BIONTECH SE | Healthcare | 47,706.0 | $4.2M | 0.55% | +11K | +29.6% | $88.88 | -1.2% |
| 38 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 12,319.0 | $4.2M | 0.54% | +573.0 | +4.9% | $338.17 | +17.1% |
| 39 | DT | DYNATRACE INC | Technology | 108,193.0 | $4.0M | 0.52% | +50K | +85.7% | $36.98 | +7.8% |
| 40 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 8,061.0 | $4.0M | 0.52% | +670.0 | +9.1% | $491.74 | -10.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.2%
Healthcare
17.0%
Consumer Cyclical
17.0%
Communication Services
13.2%
Industrials
6.0%
Consumer Defensive
4.2%
Financial Services
2.7%
Basic Materials
0.7%
Energy
0.5%
Utilities
0.3%