Tom Slater · quarter digest
What Tom Slater did in Q1 2025
Baillie Gifford (Long Term Global Growth) filed 181 moves in Q1 2025: 14 new, 36 add, 114 trim, 17 exit.
13F filed 2025-05-15. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 14
Fresh money
ONOn Semiconductor Corp
NEW·0.2% book·−16
BZKanzhun ADR
NEW·0.1% book·−14
RDDTReddit
NEW·0.1% book·−1
UBERUber Technologies
NEW·0.1% book·+15
WSCWillScot Hdgs
NEW·0.1% book·−6
AMPLAmplitude
NEW·0.0% book·−4
OBDCBlue Owl Capital Corp
NEW·0.0% book·−4
CDNSCadence Design Systems
NEW·0.0% book·−12
EICEagle Point Income
NEW·0.0% book·0
HUBBHubbell
NEW·0.0% book·+1
PRCTPROCEPT BioRobotics
NEW·0.0% book·−1
SNPSSynopsys
NEW·0.0% book·−12
TTEKTetra Tech
NEW·0.0% book·−9
URIUnited Rentals
NEW·0.0% book·+2
Adds · 36
Adding to conviction
NUNu Holdings Ltd.
ADD +18%·2.4% book·−13
TEAMAtlassian Corp Plc
ADD +7%·1.6% book·−2
APPAppLovin
ADD +29%·1.2% book·−8
IOTSamsara
ADD +7%·1.2% book·−3
DDOGDatadog
ADD +13%·1.1% book·−12
XYZBlock Inc
ADD +12%·0.6% book·−15
CSGPCoStar Group
ADD +7%·0.6% book·−6
ENPHEnphase Energy Inc
ADD +32%·0.6% book·−4
CMECME Group Inc
ADD +316%·0.4% book·−4
KSPIKaspi.kz ADR
ADD +17%·0.4% book·−1
MMYTMakeMyTrip
ADD +40%·0.4% book·−6
SNOWSnowflake Inc
ADD +8%·0.4% book·−11
TSMTSMC ADR
ADD +28%·0.4% book·−2
PAYCPaycom Software
ADD +1918%·0.3% book·−14
SQMSQM ADR
ADD +588%·0.3% book·−6
BNBrookfield Corp
ADD +31%·0.2% book·+14
DKNGDraftKings Inc
ADD +26%·0.2% book·−3
GRABGrab Holdings
ADD +7%·0.2% book·−4
FNFabrinet
ADD +17%·0.1% book·−2
INTUIntuit
ADD +32%·0.1% book·−21
NYTNew York Times Co
ADD +19%·0.1% book·+4
SBUXStarbucks Corp
ADD +8%·0.1% book·−12
ARCCAres Capital Corp
ADD +28%·0.0% book·−3
BXSLBlackstone Secured Lending Fund
ADD +24%·0.0% book·+2
DLRDigital Realty Trust REIT
ADD +15%·0.0% book·−6
EOGEOG Resources
ADD +11%·0.0% book·−2
VMRKEquity Residential REIT
ADD +10%·0.0% book·−3
FTSFortis
ADD +18%·0.0% book·−8
GBDCGolub Capital BDC Inc
ADD +31%·0.0% book·0
DOCHealthpeak Properties Inc REIT
ADD +26%·0.0% book·−3
ITUBItau Unibanco Holding SA-ADR
ADD +10%·0.0% book·−10
NVONovo Nordisk 'B' Adr 1:1
ADD +232%·0.0% book·−8
SVVSavers Value Village
ADD +76%·0.0% book·−3
TSLXSixth Street Specialty Lending
ADD +22%·0.0% book·+2
SEDGSolaredge Technologies Inc
ADD +18%·0.0% book·−6
WECWEC Energy Group
ADD +54%·0.0% book·−6
Trims · 114
Taking chips off
MELIMercadoLibre
TRIM -12%·6.5% book·−4
SPOTSpotify Technology SA
TRIM -18%·5.2% book·−5
SHOPShopify 'A'
TRIM -7%·4.7% book·−7
NVDANVIDIA
TRIM -11%·4.5% book·+1
NFLXNetflix Inc
TRIM -10%·3.3% book·−1
NETCloudflare Inc
TRIM -14%·2.7% book·−6
DASHDoordash Inc
TRIM -9%·1.9% book·−18
RACEFerrari NV
TRIM -16%·1.7% book·−6
TTDThe Trade Desk
TRIM -11%·1.5% book·−11
ISRGIntuitive Surgical
TRIM -16%·1.4% book·−8
WDAYWorkday Inc
TRIM -11%·1.2% book·−36
ALNYAlnylam Pharmaceuticals
TRIM -9%·0.9% book·−8
ELVElevance Health Inc
TRIM -7%·0.9% book·−7
MAMastercard Inc-Class A
TRIM -9%·0.8% book·−1
DUOLDuolingo Inc
TRIM -10%·0.7% book·−7
PBRPetrobras Common ADR
TRIM -6%·0.7% book·−2
RYAAYRyanair ADR
TRIM -12%·0.7% book·−13
SCIService Corp.Intl.
TRIM -7%·0.7% book·−11
ESTCElastic
TRIM -12%·0.6% book·−14
MRNAModerna Inc
TRIM -36%·0.6% book·−12
AZOAutoZone
TRIM -7%·0.5% book·−8
MLMMartin Marietta Materials
TRIM -34%·0.5% book·+8
WSOWatsco Inc
TRIM -7%·0.5% book·−1
WIXWix Com
TRIM -43%·0.5% book·−8
GOOGAlphabet Inc Class C
TRIM -6%·0.4% book·+2
CBRECbre Group Inc
TRIM -21%·0.4% book·−15
TSLATesla Inc
TRIM -76%·0.4% book·−11
TXNTexas Instruments
TRIM -7%·0.4% book·−9
AJGAJ Gallagher & Co
TRIM -36%·0.3% book·−4
MKLMarkel Corp
TRIM -7%·0.3% book·−12
MCOMoody's Corp
TRIM -6%·0.3% book·+14
UNHUnitedHealth
TRIM -7%·0.3% book·−24
WMSAdvanced Drainage Systems
TRIM -7%·0.2% book·−9
AVAVAeroVironment
TRIM -7%·0.2% book·−11
ADSKAutodesk
TRIM -16%·0.2% book·−20
BLDRBuilders Firstsource
TRIM -6%·0.2% book·+2
CHWYChewy Inc
TRIM -64%·0.2% book·−11
DEDeere & Co
TRIM -10%·0.2% book·−5
DOCSDoximity Inc
TRIM -17%·0.2% book·−6
BROSDutch Bros
TRIM -38%·0.2% book·−13
Showing top 40 · 74 smaller trims hidden
Exits · 17
Closed positions
AMDAdvanced Micro Devices Inc
EXIT·0.0% book·−23
UPSUnited Parcel Service
EXIT·0.0% book·−2
ADAPYAdaptimmune Therapeutics ADR
EXIT·0.0% book·−1
ABNBAirbnb Inc
EXIT·0.0% book·−14
BANDBandwidth
EXIT·0.0% book·−11
CALXCalix Inc
EXIT·0.0% book·−7
GOOSCanada Goose Hdgs
EXIT·0.0% book·−4
CDLXCardlytics Inc
EXIT·0.0% book·−1
CARGCargurus Inc
EXIT·0.0% book·−6
EXFYExpensify Inc
EXIT·0.0% book·−7
HRHealthcare Realty Trust REIT
EXIT·0.0% book·−6
NOVTNovanta Inc
EXIT·0.0% book·−7
REXRRexford Industrial Realty REIT
EXIT·0.0% book·−6
SPIRSpire Global Inc
EXIT·0.0% book·−6
STAAStaar Surgical
EXIT·0.0% book·−9
VRNSVaronis Systems Inc
EXIT·0.0% book·−6
XNCRXencor Inc
EXIT·0.0% book·−6
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.
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