Tom Slater · quarter digest
What Tom Slater did in Q1 2026
Baillie Gifford (Long Term Global Growth) filed 60 moves in Q1 2026: 2 new, 11 add, 44 trim, 3 exit.
13F filed 2026-05-15. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 2
Fresh money
FCXFreeport-Mcmoran Copper
NEW·0.2% book·−4
INTCIntel Corporation
NEW·0.0% book·+2
Adds · 11
Adding to conviction
APPAppLovin
ADD +9%·2.7% book·−9
PBRPetrobras Common ADR
ADD +45%·1.0% book·−4
TEAMAtlassian Corp Plc
ADD +18%·0.7% book·−1
EQTEqt Corp
ADD +1077%·0.3% book·−5
MCOMoody's Corp
ADD +11%·0.3% book·+16
PFEPhilip Morris Intl
ADD +5249%·0.3% book·−6
HDBHDFC Bank ADR
ADD +14%·0.2% book·−16
INTUIntuit
ADD +33%·0.1% book·−19
IRENIREN
ADD +57%·0.0% book·+4
JFROGJFrog Ltd
ADD +17%·0.0% book·+2
ZTSZoetis Inc
ADD +8%·0.0% book·−1
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Remove with Pro →Trims · 44
Taking chips off
NVDANVIDIA
TRIM -7%·7.3% book·+8
MELIMercadoLibre
TRIM -7%·5.7% book·−1
SHOPShopify 'A'
TRIM -7%·3.5% book·−5
PDDPDD Holdings Inc
TRIM -9%·3.0% book·−16
METAMeta Platforms Inc
TRIM -7%·2.4% book·+3
CPNGCoupang
TRIM -17%·2.3% book·+4
NFLXNetflix Inc
TRIM -41%·2.1% book·−1
MSFTMicrosoft
TRIM -30%·1.5% book·−8
DASHDoordash Inc
TRIM -9%·1.1% book·−19
GOOGAlphabet Inc Class C
TRIM -7%·1.0% book·−1
MAMastercard Inc-Class A
TRIM -7%·0.7% book·0
RYAAYRyanair ADR
TRIM -19%·0.5% book·−12
ELVElevance Health Inc
TRIM -41%·0.4% book·−6
GHGuardant Health
TRIM -21%·0.4% book·−5
TXNTexas Instruments
TRIM -6%·0.4% book·−10
TMOThermo Fisher Scientific
TRIM -9%·0.4% book·−23
AVGOAutoZone
TRIM -7%·0.3% book·−9
CBRECbre Group Inc
TRIM -7%·0.3% book·−14
ONOn Semiconductor Corp
TRIM -9%·0.3% book·−20
QXOQXO
TRIM -8%·0.3% book·+2
UBERUber Technologies
TRIM -7%·0.3% book·+16
ADSKAutodesk
TRIM -8%·0.2% book·−18
BLOCKBlock Inc
TRIM -73%·0.2% book·−8
EATONEaton
TRIM -8%·0.2% book·−10
MEDPMedpace Holdings
TRIM -8%·0.2% book·−15
PAYCPaycom Software
TRIM -6%·0.2% book·−10
WWayfair Inc Class A
TRIM -28%·0.2% book·−14
WDAYWorkday Inc
TRIM -7%·0.2% book·−24
ADIAnalog Devices
TRIM -25%·0.1% book·−11
CRMCME Group Inc
TRIM -71%·0.1% book·−12
KOCoca Cola
TRIM -7%·0.1% book·−8
TMETencent Music Entertainment ADR
TRIM -25%·0.1% book·−10
YETIYETI Holdings
TRIM -6%·0.1% book·0
AERAerCap Hdgs
TRIM -33%·0.0% book·−11
AMTAmerican Tower Corp REIT
TRIM -11%·0.0% book·−23
CRHCRH Plc
TRIM -9%·0.0% book·−11
CABOCable One Convertible 1.125 2028
TRIM -34%·0.0% book·−6
CPCanadian Pacific Kansas City Ltd
TRIM -68%·0.0% book·−9
EWEdwards Lifesciences Corp
TRIM -15%·0.0% book·−10
NKENike
TRIM -99%·0.0% book·+1
NVONovo Nordisk 'B' Adr 1:1
TRIM -81%·0.0% book·−7
PGRProgressive
TRIM -34%·0.0% book·0
UNHUnitedHealth
TRIM -48%·0.0% book·−25
WABWabtec
TRIM -27%·0.0% book·−4
Exits · 3
Closed positions
EPAMEpam Systems Inc
EXIT·0.0% book·−10
FNDFloor & Decor Holdings
EXIT·0.0% book·−11
UPWKUpwork Inc
EXIT·0.0% book·−16
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.