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HoldLens
Tom Slater · quarter digest

What Tom Slater did in Q4 2025

Baillie Gifford (Long Term Global Growth) filed 4 moves in Q4 2025: 0 new, 3 add, 1 trim, 0 exit.

13F filed 2026-02-14. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.

Adds · 3

Adding to conviction

ADD +20%·9.4% book·+19

AI infrastructure conviction.

ADD +12%·7.2% book·+14

Building MercadoLibre.

ADD +15%·4.7% book·+6

Adding Shopify.

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Trims · 1

Taking chips off

TRIM -8%·6.8% book·−4

Small Tesla trim — rebalancing.

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.