Tom Slater · quarter digest
What Tom Slater did in Q3 2024
Baillie Gifford (Long Term Global Growth) filed 47 moves in Q3 2024: 4 new, 16 add, 22 trim, 5 exit.
13F filed 2024-11-14. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 4
Fresh money
BLDRBuilders Firstsource
NEW·0.2% book·+2
CRMCME Group Inc
NEW·0.1% book·−7
APPAppLovin
NEW·0.0% book·−9
PFEPhilip Morris Intl
NEW·0.0% book·−11
Adds · 16
Adding to conviction
SHOPShopify 'A'
ADD +15%·3.8% book·−5
METAMeta Platforms Inc
ADD +6%·2.6% book·+3
MSFTMicrosoft
ADD +46%·2.3% book·−8
NUNu Holdings Ltd.
ADD +13%·2.2% book·−12
DASHDoordash Inc
ADD +13%·1.5% book·−17
RYAAYRyanair ADR
ADD +176%·0.8% book·−12
PBRPetrobras Common ADR
ADD +41%·0.7% book·−4
AURAurora Innovation Class A Common
ADD +17%·0.4% book·−5
PEPPepsico
ADD +6%·0.1% book·−9
CRHCRH Plc
ADD +71%·0.0% book·−15
MEDPMedpace Holdings
ADD +176%·0.0% book·−15
MDTMedtronic
ADD +23%·0.0% book·−13
MNSTMongoDB Inc
ADD +14%·0.0% book·−11
NKENike
ADD +11%·0.0% book·−2
NVONovo Nordisk 'B' Adr 1:1
ADD +20%·0.0% book·−7
PAYCPaycom Software
ADD +7%·0.0% book·−11
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Remove with Pro →Trims · 22
Taking chips off
NVDANVIDIA
TRIM -23%·5.8% book·+8
TSLATesla Inc
TRIM -11%·2.5% book·−12
AMDAdvanced Micro Devices Inc
TRIM -17%·0.9% book·−24
MCOMoody's Corp
TRIM -15%·0.7% book·+16
GOOGAlphabet Inc Class C
TRIM -30%·0.5% book·−1
HDBHDFC Bank ADR
TRIM -28%·0.4% book·−16
TSMTSMC ADR
TRIM -59%·0.3% book·−3
ADSKAutodesk
TRIM -9%·0.2% book·−18
DOCSDoximity Inc
TRIM -9%·0.2% book·−5
EBAYEcolab
TRIM -9%·0.2% book·−10
XYLEMXylem
TRIM -9%·0.2% book·−9
GOOGLAlphabet Inc Class A
TRIM -17%·0.1% book·−26
CPCanadian Pacific Kansas City Ltd
TRIM -16%·0.1% book·−9
EXPEExact Sciences
TRIM -15%·0.1% book·−12
GRABGrab Holdings
TRIM -9%·0.1% book·−16
SBUXStarbucks Corp
TRIM -20%·0.1% book·−11
AMTAmerican Tower Corp REIT
TRIM -25%·0.0% book·−23
EWEdwards Lifesciences Corp
TRIM -41%·0.0% book·−15
INTUIntuit
TRIM -25%·0.0% book·−20
UPWKUpwork Inc
TRIM -9%·0.0% book·−16
VRTXVertex Pharmaceuticals Inc
TRIM -16%·0.0% book·−5
ZUORAZuora Inc Class A
TRIM -7%·0.0% book·−7
Exits · 5
Closed positions
ADBEAdobe Systems
EXIT·0.0% book·−4
AKILIAkili Inc
EXIT·0.0% book·0
ELEstee Lauder 'A'
EXIT·0.0% book·0
GRAILGRAIL Inc
EXIT·0.0% book·−14
WATWaters
EXIT·0.0% book·+2
Current top holdings
Tom Slater’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.