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HoldLens
Tom Slater · quarter digest

What Tom Slater did in Q3 2025

Baillie Gifford (Long Term Global Growth) filed 2 moves in Q3 2025: 0 new, 2 add, 0 trim, 0 exit.

13F filed 2025-11-14. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.

Adds · 2

Adding to conviction

ADD +25%·7.8% book·+19

Building NVDA.

ADD +15%·6.4% book·+14

Adding MercadoLibre.

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Current top holdings

Tom Slater’s book, latest snapshot

#TickerWeight
1NVDA
NVIDIA
9.4%
2AMZN
Amazon
8.7%
3MELI
MercadoLibre
7.2%
4TSLA
Tesla
6.8%
5META
Meta Platforms
5.9%
6SHOP
Shopify
4.7%

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.