Investor profile

Tom Slater

Baillie Gifford (Long Term Global Growth) · Partner & Co-Manager LTGG · Net worth: —

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.

"Growth at scale. Patient capital. Asymmetric upside on transformational companies."

Tracked positions

Top concentration

43%

Longest holding

Amazon (since 2004)

Realized 10-year track record

Baillie Gifford Scottish Mortgage Trust SMT (public UK trust)

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10y CAGR

14.9%

net of fees

Alpha vs S&P

+1.8%

vs 13.1% benchmark

Win rate

50%

years beating S&P

Quality score

4.8

computed 0–10

Best year

+111%

Worst year

-46%

Cumulative 10y

4.0×

Volatility

37%

Recent moves

Manager quality score: 8/10

Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.

Q4 2025

3 buys · 1 sell

Ticker	Activity	Share change	% portfolio
NVDA	Add 20% AI infrastructure conviction.	+230K	9.40%
SHOP	Add 15% Adding Shopify.	+460K	4.70%
MELI	Add 12% Building MercadoLibre.	+28K	7.20%
TSLA	Reduce 8% Small Tesla trim — rebalancing.	-180K	6.80%

Q3 2025

2 buys · 0 sells

Ticker	Activity	Share change	% portfolio
NVDA	Add 25% Building NVDA.	+280K	7.80%
MELI	Add 15% Adding MercadoLibre.	+33K	6.40%

Top holdings

Ticker	Company	% Portfolio	Shares (M)
NVDA	NVIDIA AI infrastructure core.	9.4%	1.4
AMZN	Amazon 20-year hold. Core position.	8.7%	1.8
MELI	MercadoLibre LatAm e-commerce + fintech.	7.2%	0.25
TSLA	Tesla Early and long — AV optionality.	6.8%	2.1
META	Meta Platforms Cash flow machine.	5.9%	0.9
SHOP	Shopify Commerce platform.	4.7%	3.5

Want Tom move-alerts?

One email per 13F filing. Summarizes every new position, exit, and trim.

Similar investors

Tracked managers whose top positions overlap with Tom's portfolio.

Stephen Mandel

Lone Pine Capital

3 shared positions: META, AMZN, NVDA

David Tepper

Appaloosa Management

3 shared positions: NVDA, META, AMZN

Chase Coleman

Tiger Global Management

3 shared positions: META, NVDA, MELI

Data sourced from Baillie Gifford (Long Term Global Growth) 13F filings with the SEC. Approximate snapshot. Not investment advice.