Slow Capital, Inc. 13F 持仓 · 2026年Q2
Slow Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 111 只证券，申报市值合计 8.57 亿美元。前几大持仓：AVGO（6.58%）、NVDA（5.07%）、GOOGL（4.44%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $56.4M | 6.58% | 149,339 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $43.5M | 5.07% | 217,244 | 减持 |
| 3 | GOOGL | ALPHABET INC | $38.1M | 4.44% | 106,530 | 减持 |
| 4 | AMZN | AMAZON COM INC | $31.8M | 3.72% | 133,600 | 减持 |
| 5 | TSLA | TESLA INC | $30.5M | 3.55% | 72,401 | 减持 |
| 6 | MELI | MERCADOLIBRE INC | $26.1M | 3.05% | 15,391 | 增持 |
| 7 | NFLX | NETFLIX INC. | $24.1M | 2.81% | 337,079 | 减持 |
| 8 | MUB | ISHARES TR | $22.1M | 2.58% | 205,251 | 增持 |
| 9 | AAPL | APPLE INC | $21.6M | 2.53% | 74,788 | 减持 |
| 10 | ISRG | INTUITIVE SURGICAL INC | $19.6M | 2.29% | 49,395 | 增持 |
| 11 | NET | CLOUDFLARE INC | $19.3M | 2.25% | 78,701 | 增持 |
| 12 | MU | MICRON TECHNOLOGY INC | $18.7M | 2.18% | 16,216 | 减持 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $17.6M | 2.05% | 18,809 | 增持 |
| 14 | ARM | ARM HOLDINGS PLC | $15.6M | 1.82% | 43,964 | 减持 |
| 15 | SUB | ISHARES TR | $14.9M | 1.74% | 140,107 | 减持 |
| 16 | GRAL | GRAIL INC | $14.8M | 1.73% | 217,262 | 减持 |
| 17 | CMF | ISHARES TR | $14.6M | 1.70% | 252,501 | 减持 |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | $14.4M | 1.68% | 18,871 | 减持 |
| 19 | AGG | ISHARES TR | $12.6M | 1.47% | 127,150 | 减持 |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $12.6M | 1.47% | 21,661 | 减持 |
| 21 | DDOG | DATADOG INC | $11.9M | 1.39% | 45,872 | 减持 |
| 22 | ADI | ANALOG DEVICES INC | $11.2M | 1.31% | 28,177 | 减持 |
| 23 | FTNT | FORTINET INC | $10.6M | 1.24% | 68,957 | 减持 |
| 24 | SPOT | SPOTIFY TECHNOLOGY S A | $10.6M | 1.23% | 23,039 | 减持 |
| 25 | ROST | ROSS STORES INC | $10.1M | 1.17% | 47,264 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR