Tom Slater · quarter digest
What Tom Slater did in Q4 2024
Baillie Gifford (Long Term Global Growth) filed 63 moves in Q4 2024: 1 new, 14 add, 45 trim, 3 exit.
13F filed 2025-02-14. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 1
Fresh money
ABNBAirbnb Inc
NEW·0.0% book·−14
Adds · 14
Adding to conviction
NUNu Holdings Ltd.
ADD +7%·1.8% book·−12
APPAppLovin
ADD +5421%·1.0% book·−9
BLOCKBlock Inc
ADD +9%·0.7% book·−8
AVGOAutoZone
ADD +36%·0.4% book·−9
AAPLApple
ADD +10%·0.2% book·−20
BNBrookfield Corp
ADD +810%·0.2% book·+12
BLDRBuilders Firstsource
ADD +21%·0.2% book·+2
GRABGrab Holdings
ADD +10%·0.2% book·−16
WWayfair Inc Class A
ADD +14%·0.2% book·−7
CRMCME Group Inc
ADD +10%·0.1% book·−7
NYTNew York Times Co
ADD +228%·0.1% book·+2
EWEdwards Lifesciences Corp
ADD +239%·0.0% book·−15
HIMSHershey Foods Corporation
ADD +28%·0.0% book·−2
VRTXVertex Pharmaceuticals Inc
ADD +7%·0.0% book·−5
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Remove with Pro →Trims · 45
Taking chips off
AMZNAmazon.Com
TRIM -6%·6.1% book·−8
MELIMercadoLibre
TRIM -8%·5.6% book·−1
NVDANVIDIA
TRIM -17%·5.5% book·+8
SHOPShopify 'A'
TRIM -6%·4.9% book·−5
SPOTSpotify Technology SA
TRIM -15%·4.5% book·0
CPNGCoupang
TRIM -6%·2.7% book·+4
TSLATesla Inc
TRIM -41%·2.3% book·−12
DASHDoordash Inc
TRIM -7%·1.7% book·−17
ESTCElastic
TRIM -6%·0.7% book·−10
ELVElevance Health Inc
TRIM -10%·0.7% book·−6
MAMastercard Inc-Class A
TRIM -13%·0.7% book·0
RYAAYRyanair ADR
TRIM -8%·0.7% book·−12
AMDAdvanced Micro Devices Inc
TRIM -9%·0.6% book·−24
PBRPetrobras Common ADR
TRIM -10%·0.6% book·−4
GOOGAlphabet Inc Class C
TRIM -13%·0.5% book·−1
ADIAnalog Devices
TRIM -10%·0.5% book·−11
CBRECbre Group Inc
TRIM -13%·0.4% book·−14
CHEWYChewy Inc
TRIM -11%·0.4% book·−11
CSGPCoStar Group
TRIM -10%·0.4% book·−6
TXNTexas Instruments
TRIM -11%·0.4% book·−9
MCOMoody's Corp
TRIM -61%·0.3% book·+16
TSMTSMC ADR
TRIM -9%·0.3% book·−3
UNHUnitedHealth
TRIM -12%·0.3% book·−25
ADSKAutodesk
TRIM -16%·0.2% book·−18
DOCSDoximity Inc
TRIM -8%·0.2% book·−5
EATONEaton
TRIM -37%·0.2% book·−10
EBAYEcolab
TRIM -7%·0.2% book·−10
ENTGEntegris Inc
TRIM -13%·0.2% book·−8
HDBHDFC Bank ADR
TRIM -57%·0.2% book·−16
ROKURoku
TRIM -9%·0.2% book·−4
SITESiteOne Landscape Supply
TRIM -13%·0.2% book·−8
TMOThermo Fisher Scientific
TRIM -11%·0.2% book·−23
YETIYETI Holdings
TRIM -10%·0.2% book·0
FNDFloor & Decor Holdings
TRIM -13%·0.1% book·−11
GHGuardant Health
TRIM -7%·0.1% book·−9
UNPUnited Parcel Service
TRIM -10%·0.1% book·−6
XYLEMXylem
TRIM -18%·0.1% book·−9
AMTAmerican Tower Corp REIT
TRIM -36%·0.0% book·−23
BANDBandwidth
TRIM -10%·0.0% book·−12
CALIXCalix Inc
TRIM -10%·0.0% book·−7
EXPEExact Sciences
TRIM -16%·0.0% book·−12
PFEPhilip Morris Intl
TRIM -12%·0.0% book·−11
PGRProgressive
TRIM -13%·0.0% book·0
UPWKUpwork Inc
TRIM -15%·0.0% book·−16
WABWabtec
TRIM -6%·0.0% book·−4
Exits · 3
Closed positions
BCEBCE Inc
EXIT·0.0% book·−5
INTCIntel Corporation
EXIT·0.0% book·+2
ZUORAZuora Inc Class A
EXIT·0.0% book·−7
Current top holdings
Tom Slater’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.