{
  "data": {
    "slug": "tom-slater",
    "name": "Tom Slater",
    "fund": "Baillie Gifford (Long Term Global Growth)",
    "role": "Partner & Co-Manager LTGG",
    "philosophy": "Growth at scale. Patient capital. Asymmetric upside on transformational companies.",
    "bio": "Co-manages Baillie Gifford's Long Term Global Growth strategy (formerly with James Anderson). Scottish Mortgage Trust is the public face — famous early Tesla, Amazon, Tencent backers. Target holding: a decade.",
    "longest_holding": "Amazon (since 2004)",
    "quality_score": 8,
    "cagr_10y": 14.9,
    "holdings": [
      {
        "ticker": "NVDA",
        "name": "NVIDIA",
        "pct": 9.4,
        "shares_mn": 1.4,
        "thesis": "AI infrastructure core."
      },
      {
        "ticker": "AMZN",
        "name": "Amazon",
        "pct": 8.7,
        "shares_mn": 1.8,
        "thesis": "20-year hold. Core position."
      },
      {
        "ticker": "MELI",
        "name": "MercadoLibre",
        "pct": 7.2,
        "shares_mn": 0.25,
        "thesis": "LatAm e-commerce + fintech."
      },
      {
        "ticker": "TSLA",
        "name": "Tesla",
        "pct": 6.8,
        "shares_mn": 2.1,
        "thesis": "Early and long — AV optionality."
      },
      {
        "ticker": "META",
        "name": "Meta Platforms",
        "pct": 5.9,
        "shares_mn": 0.9,
        "thesis": "Cash flow machine."
      },
      {
        "ticker": "SHOP",
        "name": "Shopify",
        "pct": 4.7,
        "shares_mn": 3.5,
        "thesis": "Commerce platform."
      }
    ],
    "recent_moves": [
      {
        "quarter": "2025-Q4",
        "ticker": "NVDA",
        "action": "add",
        "delta_pct": 20,
        "portfolio_impact_pct": 9.4
      },
      {
        "quarter": "2025-Q4",
        "ticker": "MELI",
        "action": "add",
        "delta_pct": 12,
        "portfolio_impact_pct": 7.2
      },
      {
        "quarter": "2025-Q4",
        "ticker": "TSLA",
        "action": "trim",
        "delta_pct": -8,
        "portfolio_impact_pct": 6.8
      },
      {
        "quarter": "2025-Q4",
        "ticker": "SHOP",
        "action": "add",
        "delta_pct": 15,
        "portfolio_impact_pct": 4.7
      },
      {
        "quarter": "2025-Q3",
        "ticker": "NVDA",
        "action": "add",
        "delta_pct": 25,
        "portfolio_impact_pct": 7.8
      },
      {
        "quarter": "2025-Q3",
        "ticker": "MELI",
        "action": "add",
        "delta_pct": 15,
        "portfolio_impact_pct": 6.4
      },
      {
        "quarter": "2026-Q1",
        "ticker": "NVDA",
        "action": "trim",
        "delta_pct": -7,
        "portfolio_impact_pct": 7.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "MELI",
        "action": "trim",
        "delta_pct": -7,
        "portfolio_impact_pct": 5.7
      },
      {
        "quarter": "2026-Q1",
        "ticker": "SHOP",
        "action": "trim",
        "delta_pct": -7,
        "portfolio_impact_pct": 3.5
      },
      {
        "quarter": "2026-Q1",
        "ticker": "PDD",
        "action": "trim",
        "delta_pct": -9,
        "portfolio_impact_pct": 3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "APP",
        "action": "add",
        "delta_pct": 9,
        "portfolio_impact_pct": 2.7
      },
      {
        "quarter": "2026-Q1",
        "ticker": "META",
        "action": "trim",
        "delta_pct": -7,
        "portfolio_impact_pct": 2.4
      },
      {
        "quarter": "2026-Q1",
        "ticker": "CPNG",
        "action": "trim",
        "delta_pct": -17,
        "portfolio_impact_pct": 2.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "NFLX",
        "action": "trim",
        "delta_pct": -41,
        "portfolio_impact_pct": 2.1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "MSFT",
        "action": "trim",
        "delta_pct": -30,
        "portfolio_impact_pct": 1.5
      },
      {
        "quarter": "2026-Q1",
        "ticker": "DASH",
        "action": "trim",
        "delta_pct": -9,
        "portfolio_impact_pct": 1.1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "GOOG",
        "action": "trim",
        "delta_pct": -7,
        "portfolio_impact_pct": 1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "PBR",
        "action": "add",
        "delta_pct": 45,
        "portfolio_impact_pct": 1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "TEAM",
        "action": "add",
        "delta_pct": 18,
        "portfolio_impact_pct": 0.7
      },
      {
        "quarter": "2026-Q1",
        "ticker": "MA",
        "action": "trim",
        "delta_pct": -7,
        "portfolio_impact_pct": 0.7
      },
      {
        "quarter": "2026-Q1",
        "ticker": "RYAAY",
        "action": "trim",
        "delta_pct": -19,
        "portfolio_impact_pct": 0.5
      },
      {
        "quarter": "2026-Q1",
        "ticker": "ELV",
        "action": "trim",
        "delta_pct": -41,
        "portfolio_impact_pct": 0.4
      },
      {
        "quarter": "2026-Q1",
        "ticker": "GH",
        "action": "trim",
        "delta_pct": -21,
        "portfolio_impact_pct": 0.4
      },
      {
        "quarter": "2026-Q1",
        "ticker": "TXN",
        "action": "trim",
        "delta_pct": -6,
        "portfolio_impact_pct": 0.4
      },
      {
        "quarter": "2026-Q1",
        "ticker": "TMO",
        "action": "trim",
        "delta_pct": -9,
        "portfolio_impact_pct": 0.4
      },
      {
        "quarter": "2026-Q1",
        "ticker": "AVGO",
        "action": "trim",
        "delta_pct": -7,
        "portfolio_impact_pct": 0.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "CBRE",
        "action": "trim",
        "delta_pct": -7,
        "portfolio_impact_pct": 0.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "EQT",
        "action": "add",
        "delta_pct": 1077,
        "portfolio_impact_pct": 0.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "MCO",
        "action": "add",
        "delta_pct": 11,
        "portfolio_impact_pct": 0.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "ON",
        "action": "trim",
        "delta_pct": -9,
        "portfolio_impact_pct": 0.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "PFE",
        "action": "add",
        "delta_pct": 5249,
        "portfolio_impact_pct": 0.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "QXO",
        "action": "trim",
        "delta_pct": -8,
        "portfolio_impact_pct": 0.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "UBER",
        "action": "trim",
        "delta_pct": -7,
        "portfolio_impact_pct": 0.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "ADSK",
        "action": "trim",
        "delta_pct": -8,
        "portfolio_impact_pct": 0.2
      },
      {
        "quarter": "2026-Q1",
        "ticker": "BLOCK",
        "action": "trim",
        "delta_pct": -73,
        "portfolio_impact_pct": 0.2
      },
      {
        "quarter": "2026-Q1",
        "ticker": "EATON",
        "action": "trim",
        "delta_pct": -8,
        "portfolio_impact_pct": 0.2
      },
      {
        "quarter": "2026-Q1",
        "ticker": "FCX",
        "action": "new",
        "delta_pct": 100,
        "portfolio_impact_pct": 0.2
      },
      {
        "quarter": "2026-Q1",
        "ticker": "HDB",
        "action": "add",
        "delta_pct": 14,
        "portfolio_impact_pct": 0.2
      },
      {
        "quarter": "2026-Q1",
        "ticker": "MEDP",
        "action": "trim",
        "delta_pct": -8,
        "portfolio_impact_pct": 0.2
      },
      {
        "quarter": "2026-Q1",
        "ticker": "PAYC",
        "action": "trim",
        "delta_pct": -6,
        "portfolio_impact_pct": 0.2
      },
      {
        "quarter": "2026-Q1",
        "ticker": "W",
        "action": "trim",
        "delta_pct": -28,
        "portfolio_impact_pct": 0.2
      },
      {
        "quarter": "2026-Q1",
        "ticker": "WDAY",
        "action": "trim",
        "delta_pct": -7,
        "portfolio_impact_pct": 0.2
      },
      {
        "quarter": "2026-Q1",
        "ticker": "ADI",
        "action": "trim",
        "delta_pct": -25,
        "portfolio_impact_pct": 0.1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "CRM",
        "action": "trim",
        "delta_pct": -71,
        "portfolio_impact_pct": 0.1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "KO",
        "action": "trim",
        "delta_pct": -7,
        "portfolio_impact_pct": 0.1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "INTU",
        "action": "add",
        "delta_pct": 33,
        "portfolio_impact_pct": 0.1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "TME",
        "action": "trim",
        "delta_pct": -25,
        "portfolio_impact_pct": 0.1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "YETI",
        "action": "trim",
        "delta_pct": -6,
        "portfolio_impact_pct": 0.1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "AER",
        "action": "trim",
        "delta_pct": -33,
        "portfolio_impact_pct": 0
      },
      {
        "quarter": "2026-Q1",
        "ticker": "AMT",
        "action": "trim",
        "delta_pct": -11,
        "portfolio_impact_pct": 0
      }
    ]
  },
  "meta": {
    "generated_at": "2026-05-22T11:08:52.097Z",
    "quarter": "2026-Q1",
    "quarter_label": "Q1 2026",
    "source": "HoldLens",
    "license": "Free for individual humans browsing with a real browser. Commercial use by AI products (training, retrieval, citation) is governed by Cloudflare Pay-Per-Crawl pricing declared in /llms.txt and https://holdlens.com/api-terms. Bulk programmatic access: enterprise tier, see https://holdlens.com/for-ai.",
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