Tom Slater · quarter digest
What Tom Slater did in Q3 2025
Baillie Gifford (Long Term Global Growth) filed 48 moves in Q3 2025: 7 new, 13 add, 20 trim, 8 exit.
13F filed 2025-11-14. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 7
Fresh money
FIGMAFigma Inc
NEW·0.1% book·−1
ADBEAdobe Inc.
NEW·0.0% book·−4
BABAAlibaba Group Holding Sponsored ADR
NEW·0.0% book·+25
EQTEqt Corp
NEW·0.0% book·−5
IRENIREN
NEW·0.0% book·+4
MSIMotorola Solutions
NEW·0.0% book·+1
QXOQXO
NEW·0.0% book·+2
Adds · 13
Adding to conviction
ADD +25%·7.8% book·+8
“Building NVDA.”
ADD +15%·6.4% book·−1
“Adding MercadoLibre.”
MSCIMSCI
ADD +92%·0.3% book·+12
PAYCPaycom Software
ADD +10%·0.3% book·−11
GHGuardant Health
ADD +7%·0.2% book·−9
HDBHDFC Bank ADR
ADD +97%·0.2% book·−16
MEDPMedpace Holdings
ADD +12%·0.2% book·−15
EPAMEpam Systems Inc
ADD +21%·0.1% book·−10
CRHCRH Plc
ADD +97%·0.0% book·−15
CABOCable One Convertible 1.125 2028
ADD +51%·0.0% book·−6
GRACOGraco
ADD +10%·0.0% book·−13
NVONovo Nordisk 'B' Adr 1:1
ADD +142%·0.0% book·−7
PFEPhilip Morris Intl
ADD +21%·0.0% book·−11
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Remove with Pro →Trims · 20
Taking chips off
SPOTSpotify Technology SA
TRIM -10%·4.5% book·0
SHOPShopify 'A'
TRIM -6%·3.9% book·−5
CPNGCoupang
TRIM -7%·3.6% book·+4
NFLXNetflix Inc
TRIM -7%·3.2% book·−1
PDDPDD Holdings Inc
TRIM -7%·3.1% book·−16
DASHDoordash Inc
TRIM -8%·1.7% book·−17
IONQIntuitive Surgical
TRIM -16%·0.9% book·−7
RYAAYRyanair ADR
TRIM -15%·0.6% book·−12
CBRECbre Group Inc
TRIM -6%·0.3% book·−14
PBRPetrobras Common ADR
TRIM -24%·0.3% book·−4
TSMTSMC ADR
TRIM -31%·0.3% book·−3
WWayfair Inc Class A
TRIM -27%·0.3% book·−7
TMETencent Music Entertainment ADR
TRIM -23%·0.2% book·−10
GOOGLAlphabet Inc Class A
TRIM -7%·0.1% book·−26
FASTFastenal
TRIM -12%·0.1% book·−7
BKNGBooking Holdings Inc
TRIM -31%·0.0% book·−13
CPCanadian Pacific Kansas City Ltd
TRIM -60%·0.0% book·−9
UNHUnitedHealth
TRIM -93%·0.0% book·−25
UPWKUpwork Inc
TRIM -33%·0.0% book·−16
WABWabtec
TRIM -11%·0.0% book·−4
Exits · 8
Closed positions
ENTGEntegris Inc
EXIT·0.0% book·−8
ABNBAirbnb Inc
EXIT·0.0% book·−14
CARGCarmax Inc
EXIT·0.0% book·−19
HIMSHershey Foods Corporation
EXIT·0.0% book·−2
MNSTMongoDB Inc
EXIT·0.0% book·−11
NAYAXNayax Ltd
EXIT·0.0% book·−5
OSCROscar Health Inc
EXIT·0.0% book·−14
XYLEMXylem
EXIT·0.0% book·−9
Current top holdings
Tom Slater’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.