Slow Capital, Inc.
Long Only Manager
Slow Capital, Inc. is a Long Only Manager based in Greenbrae, CA led by Matthew Allen Johnson, managing $844.9M across 117 long positions as of Q3 2025 with 35% Technology concentration.
CEOMatthew Allen Johnson
- Portfolio Value
- $844.9M
- Positions
- 117
- Top Holding
- AVGO at 6.83%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Slow Capital, Inc.'s portfolio (41.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $57.7M | 6.83% | -$8.4M Sold | 0.00% 174.8K shares | |
Semiconductors Technology | $52.0M | 6.16% | -$2.7M Sold | 0.00% 278.8K shares | |
Entertainment Communication Services | $40.6M | 4.81% | -$975.9K Sold | 0.01% 33.9K shares | |
Auto - Manufacturers Consumer Cyclical | $38.5M | 4.56% | -$886.8K Sold | 0.00% 86.6K shares | |
Specialty Retail Consumer Cyclical | $34.6M | 4.09% | -$287.4K Sold | 0.03% 14.8K shares | |
Specialty Retail Consumer Cyclical | $31.5M | 3.73% | -$258.9K Sold | 0.00% 143.4K shares | |
Internet Content & Information Communication Services | $28.6M | 3.38% | -$266.2K Sold | 0.00% 117.6K shares | |
Medical - Instruments & Supplies Healthcare | $23.3M | 2.76% | +$1.4M Bought | 0.01% 52.1K shares | |
Consumer Electronics Technology | $22.2M | 2.62% | -$5.4M Sold | 0.00% 87.1K shares | |
ETF ETF | $19.7M | 2.33% | +$2.0M Bought | — 185.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Slow Capital, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+116.33% | |
+30.8% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-69.89% | |
-64.1% |
Analytics
Portfolio insights and performance metrics for Slow Capital, Inc.
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