Ownership history in Slow Capital, Inc. Β· 30 quarters on record
This page tracks every 13F SEC filing in which Slow Capital, Inc. reported a position in Micron Technology (MU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Slow Capital, Inc. outperformed the S&P 500 by +26.3% annually on this MU position. Timing score: 54% (15/28 decisions correct). Average cost basis: $57.39. Maximum drawdown during holding period: β46.0%.
π₯ Exceptional β beat the S&P 500 by 26.3% per year on this position.
28 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
15 of 28 add/trim decisions correct
Best entry: $30.96 (2018 Q4) Β· Worst: $167.15 (2025 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
20 adds Β· 10 trims. Bought during 6 of 10 down-price quarters. π More buys than sells across the holding period.
π Slow Capital, Inc. has been actively increasing its MU allocation β a bullish signal from insiders.
Currently 1.48% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size