https://holdlens.com/investor/tom-slater Every 13F move by Tom Slater (Baillie Gifford (Long Term Global Growth)) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Mon, 27 Apr 2026 21:14:16 GMT https://holdlens.com/signal/NVDA https://holdlens.com/investor/tom-slater#2025-Q4-NVDA-add-0 Tom Slater (Baillie Gifford (Long Term Global Growth)) added NVDA in Q4 2025 · 9.4% of portfolio. AI infrastructure conviction. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/MELI https://holdlens.com/investor/tom-slater#2025-Q4-MELI-add-1 Tom Slater (Baillie Gifford (Long Term Global Growth)) added MELI in Q4 2025 · 7.2% of portfolio. Building MercadoLibre. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/TSLA https://holdlens.com/investor/tom-slater#2025-Q4-TSLA-trim-2 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed TSLA in Q4 2025 · 6.8% of portfolio. Small Tesla trim — rebalancing. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/SHOP https://holdlens.com/investor/tom-slater#2025-Q4-SHOP-add-3 Tom Slater (Baillie Gifford (Long Term Global Growth)) added SHOP in Q4 2025 · 4.7% of portfolio. Adding Shopify. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/AMZN https://holdlens.com/investor/tom-slater#2025-Q4-AMZN-trim-4 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed AMZN (Amazon.Com) in Q4 2025 · 5.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/NFLX https://holdlens.com/investor/tom-slater#2025-Q4-NFLX-add-5 Tom Slater (Baillie Gifford (Long Term Global Growth)) added NFLX (Netflix Inc) in Q4 2025 · 2.9% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/META https://holdlens.com/investor/tom-slater#2025-Q4-META-trim-6 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed META (Meta Platforms Inc) in Q4 2025 · 2.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/GOOG https://holdlens.com/investor/tom-slater#2025-Q4-GOOG-add-7 Tom Slater (Baillie Gifford (Long Term Global Growth)) added GOOG (Alphabet Inc Class C) in Q4 2025 · 1.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/CSGP https://holdlens.com/investor/tom-slater#2025-Q4-CSGP-add-8 Tom Slater (Baillie Gifford (Long Term Global Growth)) added CSGP (CoStar Group) in Q4 2025 · 0.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/MA https://holdlens.com/investor/tom-slater#2025-Q4-MA-trim-9 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed MA (Mastercard Inc-Class A) in Q4 2025 · 0.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/RYAAY https://holdlens.com/investor/tom-slater#2025-Q4-RYAAY-trim-10 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed RYAAY (Ryanair ADR) in Q4 2025 · 0.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/ELV https://holdlens.com/investor/tom-slater#2025-Q4-ELV-trim-11 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed ELV (Elevance Health Inc) in Q4 2025 · 0.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/GOOGL https://holdlens.com/investor/tom-slater#2025-Q4-GOOGL-add-12 Tom Slater (Baillie Gifford (Long Term Global Growth)) added GOOGL (Alphabet Inc Class A) in Q4 2025 · 0.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/BLOCK https://holdlens.com/investor/tom-slater#2025-Q4-BLOCK-trim-13 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed BLOCK (Block Inc) in Q4 2025 · 0.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/MSCI https://holdlens.com/investor/tom-slater#2025-Q4-MSCI-add-14 Tom Slater (Baillie Gifford (Long Term Global Growth)) added MSCI (MSCI) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/TMO https://holdlens.com/investor/tom-slater#2025-Q4-TMO-add-15 Tom Slater (Baillie Gifford (Long Term Global Growth)) added TMO (Thermo Fisher Scientific) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/BN https://holdlens.com/investor/tom-slater#2025-Q4-BN-add-16 Tom Slater (Baillie Gifford (Long Term Global Growth)) added BN (Brookfield Corp) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/MEDP https://holdlens.com/investor/tom-slater#2025-Q4-MEDP-trim-17 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed MEDP (Medpace Holdings) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/MCO https://holdlens.com/investor/tom-slater#2025-Q4-MCO-trim-18 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed MCO (Moody's Corp) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/TSM https://holdlens.com/investor/tom-slater#2025-Q4-TSM-trim-19 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed TSM (TSMC ADR) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/AAPL https://holdlens.com/investor/tom-slater#2025-Q4-AAPL-trim-20 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed AAPL (Apple) in Q4 2025 · 0.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/AVGO https://holdlens.com/investor/tom-slater#2025-Q4-AVGO-trim-21 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed AVGO (AutoZone) in Q4 2025 · 0.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/EPAM https://holdlens.com/investor/tom-slater#2025-Q4-EPAM-trim-22 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed EPAM (Epam Systems Inc) in Q4 2025 · 0.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/FIGMA https://holdlens.com/investor/tom-slater#2025-Q4-FIGMA-add-23 Tom Slater (Baillie Gifford (Long Term Global Growth)) added FIGMA (Figma Inc) in Q4 2025 · 0.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/HDB https://holdlens.com/investor/tom-slater#2025-Q4-HDB-trim-24 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed HDB (HDFC Bank ADR) in Q4 2025 · 0.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/ON https://holdlens.com/investor/tom-slater#2025-Q4-ON-trim-25 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed ON (On Semiconductor Corp) in Q4 2025 · 0.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/QXO https://holdlens.com/investor/tom-slater#2025-Q4-QXO-add-26 Tom Slater (Baillie Gifford (Long Term Global Growth)) added QXO (QXO) in Q4 2025 · 0.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/ACN https://holdlens.com/investor/tom-slater#2025-Q4-ACN-add-27 Tom Slater (Baillie Gifford (Long Term Global Growth)) added ACN (Accenture 'A') in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/BABA https://holdlens.com/investor/tom-slater#2025-Q4-BABA-add-28 Tom Slater (Baillie Gifford (Long Term Global Growth)) added BABA (Alibaba Group Holding Sponsored ADR) in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/FAST https://holdlens.com/investor/tom-slater#2025-Q4-FAST-trim-29 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed FAST (Fastenal) in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/INTU https://holdlens.com/investor/tom-slater#2025-Q4-INTU-trim-30 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed INTU (Intuit) in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/MNST https://holdlens.com/investor/tom-slater#2025-Q4-MNST-new-31 Tom Slater (Baillie Gifford (Long Term Global Growth)) new position MNST (MongoDB Inc) in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/YETI https://holdlens.com/investor/tom-slater#2025-Q4-YETI-add-32 Tom Slater (Baillie Gifford (Long Term Global Growth)) added YETI (YETI Holdings) in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/AMT https://holdlens.com/investor/tom-slater#2025-Q4-AMT-trim-33 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed AMT (American Tower Corp REIT) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/CRH https://holdlens.com/investor/tom-slater#2025-Q4-CRH-add-34 Tom Slater (Baillie Gifford (Long Term Global Growth)) added CRH (CRH Plc) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/CP https://holdlens.com/investor/tom-slater#2025-Q4-CP-trim-35 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed CP (Canadian Pacific Kansas City Ltd) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/EW https://holdlens.com/investor/tom-slater#2025-Q4-EW-trim-36 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed EW (Edwards Lifesciences Corp) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/EQT https://holdlens.com/investor/tom-slater#2025-Q4-EQT-add-37 Tom Slater (Baillie Gifford (Long Term Global Growth)) added EQT (Eqt Corp) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/IREN https://holdlens.com/investor/tom-slater#2025-Q4-IREN-trim-38 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed IREN (IREN) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/JFROG https://holdlens.com/investor/tom-slater#2025-Q4-JFROG-trim-39 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed JFROG (JFrog Ltd) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim