Tom Slater · quarter digest
What Tom Slater did in Q1 2025
Baillie Gifford (Long Term Global Growth) filed 75 moves in Q1 2025: 2 new, 14 add, 54 trim, 5 exit.
13F filed 2025-05-15. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 2
Fresh money
ONOn Semiconductor Corp
NEW·0.2% book·−16
UBERUber Technologies
NEW·0.1% book·+16
Adds · 14
Adding to conviction
NUNu Holdings Ltd.
ADD +18%·2.4% book·−12
TEAMAtlassian Corp Plc
ADD +7%·1.6% book·−3
APPAppLovin
ADD +29%·1.2% book·−9
BLOCKBlock Inc
ADD +12%·0.6% book·−8
CSGPCoStar Group
ADD +7%·0.6% book·−6
CRMCME Group Inc
ADD +316%·0.4% book·−7
TSMTSMC ADR
ADD +28%·0.4% book·−3
PAYCPaycom Software
ADD +1918%·0.3% book·−11
BNBrookfield Corp
ADD +31%·0.2% book·+12
GRABGrab Holdings
ADD +7%·0.2% book·−16
INTUIntuit
ADD +32%·0.1% book·−20
NYTNew York Times Co
ADD +19%·0.1% book·+2
SBUXStarbucks Corp
ADD +8%·0.1% book·−11
NVONovo Nordisk 'B' Adr 1:1
ADD +232%·0.0% book·−7
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Remove with Pro →Trims · 54
Taking chips off
MELIMercadoLibre
TRIM -12%·6.5% book·−1
SPOTSpotify Technology SA
TRIM -18%·5.2% book·0
SHOPShopify 'A'
TRIM -7%·4.7% book·−5
NVDANVIDIA
TRIM -11%·4.5% book·+8
NFLXNetflix Inc
TRIM -10%·3.3% book·−1
DASHDoordash Inc
TRIM -9%·1.9% book·−17
IONQIntuitive Surgical
TRIM -16%·1.4% book·−7
WDAYWorkday Inc
TRIM -11%·1.2% book·−24
ELVElevance Health Inc
TRIM -7%·0.9% book·−6
MAMastercard Inc-Class A
TRIM -9%·0.8% book·0
PBRPetrobras Common ADR
TRIM -6%·0.7% book·−4
RYAAYRyanair ADR
TRIM -12%·0.7% book·−12
ESTCElastic
TRIM -12%·0.6% book·−10
AVGOAutoZone
TRIM -7%·0.5% book·−9
GOOGAlphabet Inc Class C
TRIM -6%·0.4% book·−1
CBRECbre Group Inc
TRIM -21%·0.4% book·−14
TSLATesla Inc
TRIM -76%·0.4% book·−12
TXNTexas Instruments
TRIM -7%·0.4% book·−9
MCOMoody's Corp
TRIM -6%·0.3% book·+16
UNHUnitedHealth
TRIM -7%·0.3% book·−25
ADSKAutodesk
TRIM -16%·0.2% book·−18
BLDRBuilders Firstsource
TRIM -6%·0.2% book·+2
CHEWYChewy Inc
TRIM -64%·0.2% book·−11
DOCSDoximity Inc
TRIM -17%·0.2% book·−5
EATONEaton
TRIM -6%·0.2% book·−10
EBAYEcolab
TRIM -20%·0.2% book·−10
ENTGEntegris Inc
TRIM -7%·0.2% book·−8
GHGuardant Health
TRIM -7%·0.2% book·−9
ROKURoku
TRIM -6%·0.2% book·−4
YETIYETI Holdings
TRIM -6%·0.2% book·0
ADIAnalog Devices
TRIM -81%·0.1% book·−11
FNDFloor & Decor Holdings
TRIM -6%·0.1% book·−11
SITESiteOne Landscape Supply
TRIM -18%·0.1% book·−8
VRTXVertex Pharmaceuticals Inc
TRIM -10%·0.1% book·−5
XYLEMXylem
TRIM -23%·0.1% book·−9
AMTAmerican Tower Corp REIT
TRIM -8%·0.0% book·−23
BKNGBooking Holdings Inc
TRIM -17%·0.0% book·−13
CRHCRH Plc
TRIM -10%·0.0% book·−15
CARGCarmax Inc
TRIM -24%·0.0% book·−19
CXCemex ADR
TRIM -81%·0.0% book·−10
EWEdwards Lifesciences Corp
TRIM -18%·0.0% book·−15
EXPEExact Sciences
TRIM -18%·0.0% book·−12
GRACOGraco
TRIM -23%·0.0% book·−13
HIMSHershey Foods Corporation
TRIM -21%·0.0% book·−2
IBPInstalled Building Products
TRIM -24%·0.0% book·−7
JFROGJFrog Ltd
TRIM -11%·0.0% book·+2
MEDPMedpace Holdings
TRIM -70%·0.0% book·−15
MNSTMongoDB Inc
TRIM -40%·0.0% book·−11
NAYAXNayax Ltd
TRIM -45%·0.0% book·−5
NKENike
TRIM -28%·0.0% book·−2
Showing top 50 · 4 smaller trims hidden
Exits · 5
Closed positions
AMDAdvanced Micro Devices Inc
EXIT·0.0% book·−24
UNPUnited Parcel Service
EXIT·0.0% book·−6
ABNBAirbnb Inc
EXIT·0.0% book·−14
BANDBandwidth
EXIT·0.0% book·−12
CALIXCalix Inc
EXIT·0.0% book·−7
Current top holdings
Tom Slater’s book, latest snapshot
Other quarters for Tom Slater
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.