Tom Slater · quarter digest
What Tom Slater did in Q2 2025
Baillie Gifford (Long Term Global Growth) filed 43 moves in Q2 2025: 7 new, 8 add, 23 trim, 5 exit.
13F filed 2025-08-14. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 7
Fresh money
DGDollar General Corp
NEW·0.3% book·−6
MSCIMSCI
NEW·0.2% book·+12
ACNAccenture 'A'
NEW·0.1% book·−6
EPAMEpam Systems Inc
NEW·0.1% book·−10
AERAerCap Hdgs
NEW·0.0% book·−10
ABNBAirbnb Inc
NEW·0.0% book·−14
CABOCable One Convertible
NEW·0.0% book·−6
Adds · 8
Adding to conviction
APPAppLovin
ADD +21%·1.7% book·−9
UBERUber Technologies
ADD +86%·0.3% book·+16
FASTFastenal
ADD +13%·0.1% book·−7
INTUIntuit
ADD +8%·0.1% book·−20
MEDPMedpace Holdings
ADD +12041%·0.1% book·−15
NYTNew York Times Co
ADD +7%·0.1% book·+2
VRTXVertex Pharmaceuticals Inc
ADD +58%·0.1% book·−5
PFEPhilip Morris Intl
ADD +34%·0.0% book·−11
Advertisement
Remove with Pro →Trims · 23
Taking chips off
MELIMercadoLibre
TRIM -7%·6.9% book·−1
SPOTSpotify Technology SA
TRIM -11%·5.5% book·0
SHOPShopify 'A'
TRIM -32%·3.3% book·−5
METAMeta Platforms Inc
TRIM -7%·3.0% book·+3
PDDPDD Holdings Inc
TRIM -14%·2.7% book·−16
MSFTMicrosoft
TRIM -14%·2.2% book·−8
DASHDoordash Inc
TRIM -25%·1.7% book·−17
RYAAYRyanair ADR
TRIM -17%·0.7% book·−12
PBRPetrobras Common ADR
TRIM -20%·0.4% book·−4
TSMTSMC ADR
TRIM -9%·0.4% book·−3
WDAYWorkday Inc
TRIM -71%·0.3% book·−24
TMETencent Music Entertainment ADR
TRIM -17%·0.2% book·−10
AAPLApple
TRIM -8%·0.1% book·−20
YETIYETI Holdings
TRIM -63%·0.1% book·0
CRHCRH Plc
TRIM -30%·0.0% book·−15
EXPEExact Sciences
TRIM -6%·0.0% book·−12
HIMSHershey Foods Corporation
TRIM -30%·0.0% book·−2
JFROGJFrog Ltd
TRIM -8%·0.0% book·+2
NAYAXNayax Ltd
TRIM -71%·0.0% book·−5
NVONovo Nordisk 'B' Adr 1:1
TRIM -26%·0.0% book·−7
SBUXStarbucks Corp
TRIM -10%·0.0% book·−11
UPWKUpwork Inc
TRIM -22%·0.0% book·−16
XYLEMXylem
TRIM -100%·0.0% book·−9
Exits · 5
Closed positions
ESTCElastic
EXIT·0.0% book·−10
ROKURoku
EXIT·0.0% book·−4
SITESiteOne Landscape Supply
EXIT·0.0% book·−8
CXCemex ADR
EXIT·0.0% book·−10
IBPInstalled Building Products
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.