https://holdlens.com/investor/tom-slater Every 13F move by Tom Slater (Baillie Gifford (Long Term Global Growth)) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Tue, 19 May 2026 21:00:43 GMT https://holdlens.com/signal/NVDA https://holdlens.com/investor/tom-slater#2026-Q1-NVDA-trim-0 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed NVDA (NVIDIA) in Q1 2026 · 7.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/MELI https://holdlens.com/investor/tom-slater#2026-Q1-MELI-trim-1 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed MELI (MercadoLibre) in Q1 2026 · 5.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/SHOP https://holdlens.com/investor/tom-slater#2026-Q1-SHOP-trim-2 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed SHOP (Shopify 'A') in Q1 2026 · 3.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/PDD https://holdlens.com/investor/tom-slater#2026-Q1-PDD-trim-3 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed PDD (PDD Holdings Inc) in Q1 2026 · 3.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/APP https://holdlens.com/investor/tom-slater#2026-Q1-APP-add-4 Tom Slater (Baillie Gifford (Long Term Global Growth)) added APP (AppLovin) in Q1 2026 · 2.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/META https://holdlens.com/investor/tom-slater#2026-Q1-META-trim-5 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed META (Meta Platforms Inc) in Q1 2026 · 2.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/CPNG https://holdlens.com/investor/tom-slater#2026-Q1-CPNG-trim-6 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed CPNG (Coupang) in Q1 2026 · 2.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/NFLX https://holdlens.com/investor/tom-slater#2026-Q1-NFLX-trim-7 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed NFLX (Netflix Inc) in Q1 2026 · 2.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/MSFT https://holdlens.com/investor/tom-slater#2026-Q1-MSFT-trim-8 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed MSFT (Microsoft) in Q1 2026 · 1.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/DASH https://holdlens.com/investor/tom-slater#2026-Q1-DASH-trim-9 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed DASH (Doordash Inc) in Q1 2026 · 1.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/GOOG https://holdlens.com/investor/tom-slater#2026-Q1-GOOG-trim-10 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed GOOG (Alphabet Inc Class C) in Q1 2026 · 1.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/PBR https://holdlens.com/investor/tom-slater#2026-Q1-PBR-add-11 Tom Slater (Baillie Gifford (Long Term Global Growth)) added PBR (Petrobras Common ADR) in Q1 2026 · 1.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/TEAM https://holdlens.com/investor/tom-slater#2026-Q1-TEAM-add-12 Tom Slater (Baillie Gifford (Long Term Global Growth)) added TEAM (Atlassian Corp Plc) in Q1 2026 · 0.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/MA https://holdlens.com/investor/tom-slater#2026-Q1-MA-trim-13 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed MA (Mastercard Inc-Class A) in Q1 2026 · 0.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/RYAAY https://holdlens.com/investor/tom-slater#2026-Q1-RYAAY-trim-14 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed RYAAY (Ryanair ADR) in Q1 2026 · 0.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ELV https://holdlens.com/investor/tom-slater#2026-Q1-ELV-trim-15 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed ELV (Elevance Health Inc) in Q1 2026 · 0.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/GH https://holdlens.com/investor/tom-slater#2026-Q1-GH-trim-16 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed GH (Guardant Health) in Q1 2026 · 0.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/TXN https://holdlens.com/investor/tom-slater#2026-Q1-TXN-trim-17 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed TXN (Texas Instruments) in Q1 2026 · 0.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/TMO https://holdlens.com/investor/tom-slater#2026-Q1-TMO-trim-18 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed TMO (Thermo Fisher Scientific) in Q1 2026 · 0.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/AVGO https://holdlens.com/investor/tom-slater#2026-Q1-AVGO-trim-19 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed AVGO (AutoZone) in Q1 2026 · 0.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/CBRE https://holdlens.com/investor/tom-slater#2026-Q1-CBRE-trim-20 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed CBRE (Cbre Group Inc) in Q1 2026 · 0.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/EQT https://holdlens.com/investor/tom-slater#2026-Q1-EQT-add-21 Tom Slater (Baillie Gifford (Long Term Global Growth)) added EQT (Eqt Corp) in Q1 2026 · 0.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/MCO https://holdlens.com/investor/tom-slater#2026-Q1-MCO-add-22 Tom Slater (Baillie Gifford (Long Term Global Growth)) added MCO (Moody's Corp) in Q1 2026 · 0.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/ON https://holdlens.com/investor/tom-slater#2026-Q1-ON-trim-23 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed ON (On Semiconductor Corp) in Q1 2026 · 0.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/PFE https://holdlens.com/investor/tom-slater#2026-Q1-PFE-add-24 Tom Slater (Baillie Gifford (Long Term Global Growth)) added PFE (Philip Morris Intl) in Q1 2026 · 0.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/QXO https://holdlens.com/investor/tom-slater#2026-Q1-QXO-trim-25 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed QXO (QXO) in Q1 2026 · 0.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/UBER https://holdlens.com/investor/tom-slater#2026-Q1-UBER-trim-26 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed UBER (Uber Technologies) in Q1 2026 · 0.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ADSK https://holdlens.com/investor/tom-slater#2026-Q1-ADSK-trim-27 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed ADSK (Autodesk) in Q1 2026 · 0.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/BLOCK https://holdlens.com/investor/tom-slater#2026-Q1-BLOCK-trim-28 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed BLOCK (Block Inc) in Q1 2026 · 0.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/EATON https://holdlens.com/investor/tom-slater#2026-Q1-EATON-trim-29 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed EATON (Eaton) in Q1 2026 · 0.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/FCX https://holdlens.com/investor/tom-slater#2026-Q1-FCX-new-30 Tom Slater (Baillie Gifford (Long Term Global Growth)) new position FCX (Freeport-Mcmoran Copper) in Q1 2026 · 0.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/HDB https://holdlens.com/investor/tom-slater#2026-Q1-HDB-add-31 Tom Slater (Baillie Gifford (Long Term Global Growth)) added HDB (HDFC Bank ADR) in Q1 2026 · 0.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/MEDP https://holdlens.com/investor/tom-slater#2026-Q1-MEDP-trim-32 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed MEDP (Medpace Holdings) in Q1 2026 · 0.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/PAYC https://holdlens.com/investor/tom-slater#2026-Q1-PAYC-trim-33 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed PAYC (Paycom Software) in Q1 2026 · 0.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/W https://holdlens.com/investor/tom-slater#2026-Q1-W-trim-34 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed W (Wayfair Inc Class A) in Q1 2026 · 0.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/WDAY https://holdlens.com/investor/tom-slater#2026-Q1-WDAY-trim-35 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed WDAY (Workday Inc) in Q1 2026 · 0.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ADI https://holdlens.com/investor/tom-slater#2026-Q1-ADI-trim-36 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed ADI (Analog Devices) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/CRM https://holdlens.com/investor/tom-slater#2026-Q1-CRM-trim-37 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed CRM (CME Group Inc) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/KO https://holdlens.com/investor/tom-slater#2026-Q1-KO-trim-38 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed KO (Coca Cola) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/INTU https://holdlens.com/investor/tom-slater#2026-Q1-INTU-add-39 Tom Slater (Baillie Gifford (Long Term Global Growth)) added INTU (Intuit) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT add