Tom Slater · quarter digest
What Tom Slater did in Q4 2024
Baillie Gifford (Long Term Global Growth) filed 187 moves in Q4 2024: 8 new, 51 add, 116 trim, 12 exit.
13F filed 2025-02-14. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 8
Fresh money
ONCBeOne Medicines Ltd
NEW·0.5% book·−1
DKNGDraftKings Inc
NEW·0.2% book·−3
TFIITFI International
NEW·0.1% book·−7
ABNBAirbnb Inc
NEW·0.0% book·−14
EIXEdison International
NEW·0.0% book·−3
PAYXPaychex
NEW·0.0% book·+2
SQMSQM ADR
NEW·0.0% book·−6
XMTRXometry Inc - A
NEW·0.0% book·−1
Adds · 51
Adding to conviction
NUNu Holdings Ltd.
ADD +7%·1.8% book·−13
DDOGDatadog
ADD +16%·1.2% book·−12
APPAppLovin
ADD +5421%·1.0% book·−8
ELFe.l.f. Beauty
ADD +51%·0.8% book·−3
XYZBlock Inc
ADD +9%·0.7% book·−15
AZOAutoZone
ADD +36%·0.4% book·−8
ENPHEnphase Energy Inc
ADD +32%·0.4% book·−4
AVAVAeroVironment
ADD +9%·0.3% book·−11
AAPLApple
ADD +10%·0.2% book·−21
BNBrookfield Corp
ADD +810%·0.2% book·+14
BLDRBuilders Firstsource
ADD +21%·0.2% book·+2
GRABGrab Holdings
ADD +10%·0.2% book·−4
SNSharkNinja
ADD +33%·0.2% book·−6
WWayfair Inc Class A
ADD +14%·0.2% book·−12
BCHBanco De Chile ADR
ADD +24%·0.1% book·−3
CMECME Group Inc
ADD +10%·0.1% book·−4
FNFabrinet
ADD +11%·0.1% book·−2
LINELineage Inc
ADD +81%·0.1% book·−7
NYTNew York Times Co
ADD +228%·0.1% book·+4
PENPenumbra Inc
ADD +23%·0.1% book·−5
AEHRAehr Test Systems
ADD +12%·0.0% book·−1
ARCCAres Capital Corp
ADD +72%·0.0% book·−3
BXSLBlackstone Secured Lending Fund
ADD +74%·0.0% book·+2
BEPCBrookfield Renewable
ADD +58%·0.0% book·−2
CRLCharles River Laboratories International
ADD +10%·0.0% book·−3
EDConsolidated Edison
ADD +64%·0.0% book·−9
EOGEOG Resources
ADD +104%·0.0% book·−2
EWEdwards Lifesciences Corp
ADD +239%·0.0% book·−12
ERIIEnergy Recovery
ADD +28%·0.0% book·−5
GBDCGolub Capital BDC Inc
ADD +66%·0.0% book·0
HSYHershey Foods Corporation
ADD +28%·0.0% book·−8
HDHome Depot
ADD +20%·0.0% book·−4
IPGPIPG Photonics Corp
ADD +34%·0.0% book·−8
LILi Auto ADR
ADD +180%·0.0% book·−10
MRSHMarsh & McLennan
ADD +27%·0.0% book·−5
MCDMcDonald's
ADD +7%·0.0% book·−6
MNSTMonster Beverage
ADD +7%·0.0% book·−9
PGNYProgyny
ADD +52%·0.0% book·−12
RIORio Tinto Spn.Adr 1:1
ADD +13%·0.0% book·+2
SVVSavers Value Village
ADD +570%·0.0% book·−3
Showing top 40 · 11 smaller adds hidden
Trims · 116
Taking chips off
AMZNAmazon.Com
TRIM -6%·6.1% book·−6
MELIMercadoLibre
TRIM -8%·5.6% book·−4
NVDANVIDIA
TRIM -17%·5.5% book·+1
SHOPShopify 'A'
TRIM -6%·4.9% book·−7
SPOTSpotify Technology SA
TRIM -15%·4.5% book·−5
TTDThe Trade Desk
TRIM -9%·3.2% book·−11
CPNGCoupang
TRIM -6%·2.7% book·−1
TSLATesla Inc
TRIM -41%·2.3% book·−11
RACEFerrari NV
TRIM -6%·1.8% book·−6
DASHDoordash Inc
TRIM -7%·1.7% book·−18
MRNAModerna Inc
TRIM -8%·1.2% book·−12
WIXWix Com
TRIM -13%·0.9% book·−8
MLMMartin Marietta Materials
TRIM -10%·0.8% book·+8
ALNYAlnylam Pharmaceuticals
TRIM -17%·0.7% book·−8
DUOLDuolingo Inc
TRIM -14%·0.7% book·−7
ESTCElastic
TRIM -6%·0.7% book·−14
ELVElevance Health Inc
TRIM -10%·0.7% book·−7
MAMastercard Inc-Class A
TRIM -13%·0.7% book·−1
RYAAYRyanair ADR
TRIM -8%·0.7% book·−13
SCIService Corp.Intl.
TRIM -12%·0.7% book·−11
AMDAdvanced Micro Devices Inc
TRIM -9%·0.6% book·−23
PBRPetrobras Common ADR
TRIM -10%·0.6% book·−2
GOOGAlphabet Inc Class C
TRIM -13%·0.5% book·+2
ADIAnalog Devices
TRIM -10%·0.5% book·−11
AJGAJ Gallagher & Co
TRIM -32%·0.4% book·−4
AFRMAffirm Holdings Inc Class A
TRIM -6%·0.4% book·−10
CBRECbre Group Inc
TRIM -13%·0.4% book·−15
CHWYChewy Inc
TRIM -11%·0.4% book·−11
CSGPCoStar Group
TRIM -10%·0.4% book·−6
TXNTexas Instruments
TRIM -11%·0.4% book·−9
WSOWatsco Inc
TRIM -11%·0.4% book·−1
ILMNIllumina
TRIM -17%·0.3% book·−20
MMYTMakeMyTrip
TRIM -7%·0.3% book·−6
MKLMarkel Corp
TRIM -12%·0.3% book·−12
MCOMoody's Corp
TRIM -61%·0.3% book·+14
RPRXRoyalty Pharma
TRIM -12%·0.3% book·−9
TSMTSMC ADR
TRIM -9%·0.3% book·−2
UNHUnitedHealth
TRIM -12%·0.3% book·−24
WMSAdvanced Drainage Systems
TRIM -12%·0.2% book·−9
ADSKAutodesk
TRIM -16%·0.2% book·−20
Showing top 40 · 76 smaller trims hidden
Exits · 12
Closed positions
ONCBeiGene Ltd
EXIT·0.0% book·−1
MTDMettler-Toledo
EXIT·0.0% book·−6
TXG10X Genomics Inc Class A
EXIT·0.0% book·−4
ALECAlector Inc
EXIT·0.0% book·−5
BCEBCE Inc
EXIT·0.0% book·−4
CRSPCRISPR Therapeutics AG
EXIT·0.0% book·−7
HCATHealth Catalyst Inc
EXIT·0.0% book·−7
INTCIntel Corporation
EXIT·0.0% book·+1
IONSIonis Pharmaceuticals
EXIT·0.0% book·−5
RMDResMed
EXIT·0.0% book·+1
VIRVir Biotechnology Inc
EXIT·0.0% book·−5
ZUORAZuora Inc Class A
EXIT·0.0% book·−7
Current top holdings
Tom Slater’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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