Tom Slater · quarter digest
What Tom Slater did in Q2 2025
Baillie Gifford (Long Term Global Growth) filed 132 moves in Q2 2025: 19 new, 34 add, 59 trim, 20 exit.
13F filed 2025-08-14. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 19
Fresh money
TEMTempus Ai Inc
NEW·0.6% book·−18
DGDollar General Corp
NEW·0.3% book·−7
FTAIFTAI Aviation
NEW·0.2% book·−19
MSCIMSCI
NEW·0.2% book·+11
ACNAccenture 'A'
NEW·0.1% book·−6
EPAMEpam Systems Inc
NEW·0.1% book·−9
PONYPony AI ADR
NEW·0.1% book·−2
RKLBRocket Lab Corp
NEW·0.1% book·+1
AERAerCap Hdgs
NEW·0.0% book·−8
ABNBAirbnb Inc
NEW·0.0% book·−14
ALABAstera Labs
NEW·0.0% book·−9
TBBBBBB Foods
NEW·0.0% book·+14
BSLKBolt Projects Holdings Inc.
NEW·0.0% book·+4
CABOCable One Convertible
NEW·0.0% book·−7
CHYMChime Financial Inc
NEW·0.0% book·−18
CRCLCircle Internet Group
NEW·0.0% book·+3
JKHYJack Henry & Associates
NEW·0.0% book·0
KRNTKornit Digital
NEW·0.0% book·0
UBSUBS Group (US)
NEW·0.0% book·−9
Adds · 34
Adding to conviction
APPAppLovin
ADD +21%·1.7% book·−8
IOTSamsara
ADD +24%·1.3% book·−3
DXCMDexcom Inc
ADD +18%·1.1% book·−5
RDDTReddit
ADD +764%·0.7% book·−1
RPRXRoyalty Pharma
ADD +34%·0.5% book·−9
MMYTMakeMyTrip
ADD +11%·0.4% book·−6
UBERUber Technologies
ADD +86%·0.3% book·+15
DEDeere & Co
ADD +21%·0.2% book·−5
PENPenumbra Inc
ADD +34%·0.2% book·−5
ENSGThe Ensign Group
ADD +52%·0.2% book·+4
BCHBanco De Chile ADR
ADD +16%·0.1% book·−3
FASTFastenal
ADD +13%·0.1% book·−7
INTUIntuit
ADD +8%·0.1% book·−21
MEDPMedpace Holdings
ADD +12041%·0.1% book·−24
NYTNew York Times Co
ADD +7%·0.1% book·+4
SVVSavers Value Village
ADD +47%·0.1% book·−3
SGSweetgreen
ADD +11%·0.1% book·−5
VRTXVertex Pharmaceuticals Inc
ADD +58%·0.1% book·−4
BUDAnheuser-Busch Inbev ADR
ADD +13%·0.0% book·−6
EOGEOG Resources
ADD +22%·0.0% book·−2
VMRKEquity Residential REIT
ADD +6%·0.0% book·−3
DOCHealthpeak Properties Inc REIT
ADD +7%·0.0% book·−3
IPGPIPG Photonics Corp
ADD +11%·0.0% book·−8
NEENextEra Energy
ADD +50%·0.0% book·−6
PRCTPROCEPT BioRobotics
ADD +179%·0.0% book·−1
PAYXPaychex
ADD +77%·0.0% book·+2
PMPhilip Morris Intl
ADD +34%·0.0% book·−20
RXSTRxSight Inc
ADD +20%·0.0% book·−2
TROWT. Rowe Price
ADD +17%·0.0% book·−1
TJXTJX Companies
ADD +8%·0.0% book·−2
TNDMTandem Diabetes Care
ADD +54%·0.0% book·−3
TTEKTetra Tech
ADD +63454%·0.0% book·−9
TWSTTwist Bioscience Corp
ADD +6%·0.0% book·+1
XMTRXometry Inc - A
ADD +78%·0.0% book·−1
Trims · 59
Taking chips off
MELIMercadoLibre
TRIM -7%·6.9% book·−4
SPOTSpotify Technology SA
TRIM -11%·5.5% book·−5
NETCloudflare Inc
TRIM -7%·3.7% book·−6
SHOPShopify 'A'
TRIM -32%·3.3% book·−7
METAMeta Platforms Inc
TRIM -7%·3.0% book·−2
PDDPDD Holdings Inc
TRIM -14%·2.7% book·−12
MSFTMicrosoft
TRIM -14%·2.2% book·−17
DASHDoordash Inc
TRIM -25%·1.7% book·−18
RACEFerrari NV
TRIM -8%·1.6% book·−6
ALNYAlnylam Pharmaceuticals
TRIM -17%·0.7% book·−8
DUOLDuolingo Inc
TRIM -11%·0.7% book·−7
RYAAYRyanair ADR
TRIM -17%·0.7% book·−13
MRNAModerna Inc
TRIM -11%·0.5% book·−12
AFRMAffirm Holdings Inc Class A
TRIM -16%·0.4% book·−10
PBRPetrobras Common ADR
TRIM -20%·0.4% book·−2
TSMTSMC ADR
TRIM -9%·0.4% book·−2
WIXWix Com
TRIM -8%·0.4% book·−8
ENPHEnphase Energy Inc
TRIM -19%·0.3% book·−4
WDAYWorkday Inc
TRIM -71%·0.3% book·−36
AJGAJ Gallagher & Co
TRIM -9%·0.2% book·−4
TMETencent Music Entertainment ADR
TRIM -17%·0.2% book·−11
AAPLApple
TRIM -8%·0.1% book·−21
AXONAxon Enterprise Inc
TRIM -11%·0.1% book·−2
FNFabrinet
TRIM -9%·0.1% book·−2
IBNICICI Bank ADR
TRIM -6%·0.1% book·−7
ILMNIllumina
TRIM -42%·0.1% book·−20
YETIYETI Holdings
TRIM -63%·0.1% book·−7
ABCLAbcellera Biologics Inc
TRIM -7%·0.0% book·−8
AMBAAmbarella
TRIM -11%·0.0% book·−9
APPNAppian Corp
TRIM -7%·0.0% book·−8
BLBlackline
TRIM -28%·0.0% book·−11
BURBurford Capital
TRIM -17%·0.0% book·−8
CRHCRH Plc
TRIM -30%·0.0% book·−14
CSLCarlisle Companies
TRIM -6%·0.0% book·−12
CNPCenterpoint Energy, Inc.
TRIM -18%·0.0% book·−6
DLRDigital Realty Trust REIT
TRIM -15%·0.0% book·−6
DCBODocebo
TRIM -87%·0.0% book·−10
ESEversource Energy
TRIM -52%·0.0% book·−10
EXPEExact Sciences
TRIM -6%·0.0% book·−13
FTSFortis
TRIM -22%·0.0% book·−8
Showing top 40 · 19 smaller trims hidden
Exits · 20
Closed positions
ONCBeOne Medicines Ltd
EXIT·0.0% book·−1
ESTCElastic
EXIT·0.0% book·−14
ROKURoku
EXIT·0.0% book·−3
NEOGNeogen Corp
EXIT·0.0% book·−7
NCLHNorwegian Cruise Line Holdings
EXIT·0.0% book·−7
SITESiteOne Landscape Supply
EXIT·0.0% book·−9
ARCCAres Capital Corp
EXIT·0.0% book·−3
BXSLBlackstone Secured Lending Fund
EXIT·0.0% book·+2
OBDCBlue Owl Capital Corp
EXIT·0.0% book·−4
CLLSCellectis ADR
EXIT·0.0% book·−2
CXCemex ADR
EXIT·0.0% book·−5
CRLCharles River Laboratories International
EXIT·0.0% book·−3
ERIIEnergy Recovery
EXIT·0.0% book·−5
EVEREverQuote Inc
EXIT·0.0% book·−11
GBDCGolub Capital BDC Inc
EXIT·0.0% book·0
IBPInstalled Building Products
EXIT·0.0% book·−10
JMIAJumia Technologies Ag ADR
EXIT·0.0% book·−1
MTLSMaterialise Nv ADR
EXIT·0.0% book·−1
TSLXSixth Street Specialty Lending
EXIT·0.0% book·+2
SEDGSolaredge Technologies Inc
EXIT·0.0% book·−6
Current top holdings
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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