Tom Slater · quarter digest
What Tom Slater did in Q4 2025
Baillie Gifford (Long Term Global Growth) filed 55 moves in Q4 2025: 3 new, 20 add, 27 trim, 5 exit.
13F filed 2026-02-14. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 3
Fresh money
MNSTMongoDB Inc
NEW·0.1% book·−11
ODFLOld Dominion Freight Line
NEW·0.0% book·+4
ZTSZoetis Inc
NEW·0.0% book·+1
Adds · 20
Adding to conviction
ADD +20%·9.4% book·+8
“AI infrastructure conviction.”
ADD +12%·7.2% book·−1
“Building MercadoLibre.”
ADD +15%·4.7% book·−5
“Adding Shopify.”
NFLXNetflix Inc
ADD +912%·2.9% book·−1
GOOGAlphabet Inc Class C
ADD +29%·1.0% book·−1
CSGPCoStar Group
ADD +57%·0.7% book·−6
GOOGLAlphabet Inc Class A
ADD +167%·0.5% book·−26
MSCIMSCI
ADD +22%·0.4% book·+12
TMOThermo Fisher Scientific
ADD +57%·0.4% book·−23
BNBrookfield Corp
ADD +45%·0.3% book·+12
FIGMAFigma Inc
ADD +94%·0.2% book·−1
QXOQXO
ADD +16118%·0.2% book·+2
ACNAccenture 'A'
ADD +49%·0.1% book·−6
BABAAlibaba Group Holding Sponsored ADR
ADD +99%·0.1% book·+25
YETIYETI Holdings
ADD +51%·0.1% book·0
CRHCRH Plc
ADD +9%·0.0% book·−15
CABOCable One Convertible 1.125 2028
ADD +28%·0.0% book·−6
EQTEqt Corp
ADD +21%·0.0% book·−5
NVONovo Nordisk 'B' Adr 1:1
ADD +39%·0.0% book·−7
PFEPhilip Morris Intl
ADD +59%·0.0% book·−11
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Remove with Pro →Trims · 27
Taking chips off
TRIM -8%·6.8% book·−12
“Small Tesla trim — rebalancing.”
AMZNAmazon.Com
TRIM -7%·5.7% book·−8
METAMeta Platforms Inc
TRIM -17%·2.4% book·+3
MAMastercard Inc-Class A
TRIM -6%·0.7% book·0
RYAAYRyanair ADR
TRIM -16%·0.7% book·−12
ELVElevance Health Inc
TRIM -9%·0.6% book·−6
BLOCKBlock Inc
TRIM -15%·0.5% book·−8
MEDPMedpace Holdings
TRIM -6%·0.3% book·−15
MCOMoody's Corp
TRIM -7%·0.3% book·+16
PBRPetrobras Common ADR
TRIM -7%·0.3% book·−4
TSMTSMC ADR
TRIM -15%·0.3% book·−3
AAPLApple
TRIM -7%·0.2% book·−20
AVGOAutoZone
TRIM -40%·0.2% book·−9
EPAMEpam Systems Inc
TRIM -8%·0.2% book·−10
HDBHDFC Bank ADR
TRIM -16%·0.2% book·−16
ONOn Semiconductor Corp
TRIM -7%·0.2% book·−16
FASTFastenal
TRIM -22%·0.1% book·−7
INTUIntuit
TRIM -6%·0.1% book·−20
AMTAmerican Tower Corp REIT
TRIM -14%·0.0% book·−23
CPCanadian Pacific Kansas City Ltd
TRIM -32%·0.0% book·−9
EWEdwards Lifesciences Corp
TRIM -10%·0.0% book·−15
IRENIREN
TRIM -6%·0.0% book·+4
JFROGJFrog Ltd
TRIM -11%·0.0% book·+2
SBUXStarbucks Corp
TRIM -6%·0.0% book·−11
UNHUnitedHealth
TRIM -19%·0.0% book·−25
UPWKUpwork Inc
TRIM -13%·0.0% book·−16
WABWabtec
TRIM -18%·0.0% book·−4
Exits · 5
Closed positions
CHEWYChewy Inc
EXIT·0.0% book·−11
BLDRBuilders Firstsource
EXIT·0.0% book·+2
EXPEExact Sciences
EXIT·0.0% book·−12
GRACOGraco
EXIT·0.0% book·−13
PYPLPayPal
EXIT·0.0% book·−28
Current top holdings
Tom Slater’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.