Tom Slater · quarter digest
What Tom Slater did in Q2 2026
Baillie Gifford (Long Term Global Growth) filed 76 moves in Q2 2026: 11 new, 19 add, 41 trim, 5 exit.
13F filed 2026-08-14. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 11
Fresh money
KLAKLA Corp
NEW·0.3% book·−5
IBKRIdexx Laboratories Inc
NEW·0.2% book·−10
VSTVistra Energy
NEW·0.1% book·+1
AMDAdvanced Micro Devices Inc
NEW·0.0% book·−23
AMATApplied Materials
NEW·0.0% book·−2
BRK.BBerkshire Hathaway B
NEW·0.0% book·−1
DHRDanaher
NEW·0.0% book·−16
LRCXLam Research Corp
NEW·0.0% book·−3
MUMicron Technology
NEW·0.0% book·+22
PLTRPalantir Technologies
NEW·0.0% book·+14
STXSeagate Technology Holdings
NEW·0.0% book·−4
Adds · 19
Adding to conviction
GOOGLAlphabet Inc Class A
ADD +44%·0.9% book·−27
MAMastercard Inc-Class A
ADD +26%·0.8% book·0
PBRPetrobras Common ADR
ADD +9%·0.8% book·−4
QXOQXO
ADD +251%·0.8% book·+2
BNBroadcom Inc
ADD +7%·0.7% book·+11
CRHCRH Plc
ADD +1294698%·0.6% book·−15
AAPLApple
ADD +153%·0.5% book·−20
AVGOAutoZone
ADD +26%·0.3% book·−8
EQTEqt Corp
ADD +39%·0.3% book·−4
PFEPhilip Morris Intl
ADD +19%·0.3% book·−10
BLOCKBlock Inc
ADD +8%·0.2% book·−10
EBAYEcolab
ADD +6%·0.2% book·−8
EWEdwards Lifesciences Corp
ADD +175%·0.1% book·−14
INTUIntuit
ADD +124%·0.1% book·−20
VRTXVertex Pharmaceuticals Inc
ADD +37%·0.1% book·−5
AERAerCap Hdgs
ADD +10%·0.0% book·−10
BKNGBooking Holdings Inc
ADD +1183%·0.0% book·−10
INTCIntel Corporation
ADD +15954%·0.0% book·+1
NKENike
ADD +15%·0.0% book·−2
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Remove with Pro →Trims · 41
Taking chips off
MELIMercadoLibre
TRIM -6%·4.7% book·−4
NUNu Holdings Ltd.
TRIM -7%·2.8% book·−13
PDDPDD Holdings Inc
TRIM -6%·1.8% book·−17
METAMeta Platforms Inc
TRIM -22%·1.6% book·+3
CPNGCoupang
TRIM -35%·1.2% book·−1
DASHDoordash Inc
TRIM -6%·1.1% book·−18
GOOGAlphabet Inc Class C
TRIM -12%·1.0% book·+2
NFLXNetflix Inc
TRIM -26%·1.0% book·−1
MSFTMicrosoft
TRIM -30%·0.9% book·−11
ELVElevance Health Inc
TRIM -8%·0.4% book·−7
MSCIMSCI
TRIM -7%·0.4% book·+11
RYAAYRyanair ADR
TRIM -33%·0.4% book·−13
TSMTSMC ADR
TRIM -25%·0.4% book·−2
TXNTexas Instruments
TRIM -24%·0.4% book·−10
TEAMAtlassian Corp Plc
TRIM -63%·0.3% book·−2
AURAurora Innovation Class A Common
TRIM -25%·0.3% book·−3
CBRECbre Group Inc
TRIM -7%·0.3% book·−15
DGDollar General Corp
TRIM -8%·0.3% book·−7
GHGuardant Health
TRIM -41%·0.3% book·−9
MCOMoody's Corp
TRIM -6%·0.3% book·+14
ONOn Semiconductor Corp
TRIM -20%·0.3% book·−16
TSLATesla Inc
TRIM -44%·0.3% book·−11
TMOThermo Fisher Scientific
TRIM -8%·0.3% book·−23
FCXFreeport-Mcmoran Copper
TRIM -6%·0.2% book·−6
MEDPMedpace Holdings
TRIM -6%·0.2% book·−16
NYTNew York Times Co
TRIM -6%·0.2% book·+3
ADIAnalog Devices
TRIM -15%·0.1% book·−10
ADSKAutodesk
TRIM -25%·0.1% book·−20
JFROGJFrog Ltd
TRIM -30%·0.1% book·+3
PAYCPaycom Software
TRIM -37%·0.1% book·−15
SBUXStarbucks Corp
TRIM -12%·0.1% book·−12
TMETencent Music Entertainment ADR
TRIM -11%·0.1% book·−11
WDAYWorkday Inc
TRIM -12%·0.1% book·−28
ADBEAdobe Inc.
TRIM -93%·0.0% book·−5
AMTAmerican Tower Corp REIT
TRIM -8%·0.0% book·−23
KOCoca Cola
TRIM -8%·0.0% book·−18
DOCSDoximity Inc
TRIM -83%·0.0% book·−6
IRENIREN
TRIM -10%·0.0% book·+4
MSIMotorola Solutions
TRIM -45%·0.0% book·0
ODFLOld Dominion Freight Line
TRIM -51%·0.0% book·+3
ZTSZoetis Inc
TRIM -15%·0.0% book·0
Exits · 5
Closed positions
CRMCME Group Inc
EXIT·0.0% book·−8
CABOCable One Convertible 1.125 2028
EXIT·0.0% book·−7
PGRProgressive
EXIT·0.0% book·+1
UNHUnitedHealth
EXIT·0.0% book·−24
WABWabtec
EXIT·0.0% book·−5
Current top holdings
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.