Tom Slater · quarter digest
What Tom Slater did in Q3 2025
Baillie Gifford (Long Term Global Growth) filed 130 moves in Q3 2025: 19 new, 37 add, 57 trim, 17 exit.
13F filed 2025-11-14. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 19
Fresh money
ARMArm Hdgs ADR
NEW·0.1% book·+5
COINCoinbase Global Inc
NEW·0.1% book·−1
FIGFigma Inc
NEW·0.1% book·−1
HTFLHeartFlow
NEW·0.1% book·−7
KNFKnife River
NEW·0.1% book·0
ADBEAdobe Inc.
NEW·0.0% book·−11
BABAAlibaba Group Holding Sponsored ADR
NEW·0.0% book·+26
BIDUBaidu.com Sponsored ADR
NEW·0.0% book·0
ONCBeOne Medicines Ltd ADR
NEW·0.0% book·−1
BSYBentley Systems
NEW·0.0% book·+1
DMXFETFS Ishares Esg Advanced Msci Eafe
NEW·0.0% book·+1
EQTEqt Corp
NEW·0.0% book·−4
RACEFerrari ADR
NEW·0.0% book·−6
IRENIREN
NEW·0.0% book·+1
KTOSKratos Defense & Security
NEW·0.0% book·0
MSIMotorola Solutions
NEW·0.0% book·0
NXTNextracker
NEW·0.0% book·+1
QXOQXO
NEW·0.0% book·+2
UTIUniversal Technical Institute
NEW·0.0% book·−1
Adds · 37
Adding to conviction
ADD +25%·7.8% book·+1
“Building NVDA.”
ADD +15%·6.4% book·−4
“Adding MercadoLibre.”
DUOLDuolingo Inc
ADD +29%·0.7% book·−7
RKLBRocket Lab Corp
ADD +176%·0.4% book·+1
ENSGThe Ensign Group
ADD +96%·0.4% book·+4
MSCIMSCI
ADD +92%·0.3% book·+11
PAYCPaycom Software
ADD +10%·0.3% book·−14
GHGuardant Health
ADD +7%·0.2% book·−8
HDBHDFC Bank ADR
ADD +97%·0.2% book·−17
MEDPMedpace Holdings
ADD +12%·0.2% book·−24
EPAMEpam Systems Inc
ADD +21%·0.1% book·−9
BZKanzhun ADR
ADD +169%·0.1% book·−14
MNDYmonday.com
ADD +137%·0.1% book·−11
AMPLAmplitude
ADD +36%·0.0% book·−4
TBBBBBB Foods
ADD +123%·0.0% book·+14
CRHCRH Plc
ADD +97%·0.0% book·−14
CABOCable One Convertible 1.125 2028
ADD +51%·0.0% book·−7
CNPCenterpoint Energy, Inc.
ADD +554%·0.0% book·−6
EOGEOG Resources
ADD +13%·0.0% book·−2
VMRKEquity Residential REIT
ADD +567%·0.0% book·−3
ESEversource Energy
ADD +12%·0.0% book·−10
EXCExelon Corporation
ADD +326%·0.0% book·−9
FTSFortis
ADD +42%·0.0% book·−8
FRPTFreshpet Inc
ADD +81%·0.0% book·−10
GGGGraco
ADD +10%·0.0% book·−13
MNSTMonster Beverage
ADD +23%·0.0% book·−9
NEENextEra Energy
ADD +706%·0.0% book·−6
NVONovo Nordisk 'B' Adr 1:1
ADD +142%·0.0% book·−8
PMPhilip Morris Intl
ADD +21%·0.0% book·−20
RIORio Tinto Spn.Adr 1:1
ADD +74%·0.0% book·+2
RXSTRxSight Inc
ADD +46%·0.0% book·−2
SANASana Biotechnology Inc
ADD +14%·0.0% book·−5
SOSouthern
ADD +595%·0.0% book·−6
SUISun Communities Inc REIT
ADD +27%·0.0% book·−9
SNPSSynopsys
ADD +21%·0.0% book·−12
TWSTTwist Bioscience Corp
ADD +63%·0.0% book·+1
WECWEC Energy Group
ADD +53%·0.0% book·−6
Trims · 57
Taking chips off
SPOTSpotify Technology SA
TRIM -10%·4.5% book·−5
SHOPShopify 'A'
TRIM -6%·3.9% book·−7
CPNGCoupang
TRIM -7%·3.6% book·−1
NETCloudflare Inc
TRIM -14%·3.5% book·−6
NFLXNetflix Inc
TRIM -7%·3.2% book·−1
PDDPDD Holdings Inc
TRIM -7%·3.1% book·−12
RBLXRoblox
TRIM -12%·2.4% book·−8
DASHDoordash Inc
TRIM -8%·1.7% book·−18
RACEFerrari NV
TRIM -7%·1.4% book·−6
IOTSamsara
TRIM -6%·1.1% book·−3
RDDTReddit
TRIM -6%·1.0% book·−1
ALNYAlnylam Pharmaceuticals
TRIM -8%·0.9% book·−8
ISRGIntuitive Surgical
TRIM -16%·0.9% book·−8
RYAAYRyanair ADR
TRIM -15%·0.6% book·−13
TEMTempus Ai Inc
TRIM -20%·0.6% book·−18
RIVNRivian Automotive Inc
TRIM -6%·0.5% book·−7
SYMSymbotic
TRIM -6%·0.5% book·−13
AVAVAeroVironment
TRIM -8%·0.4% book·−11
MMYTMakeMyTrip
TRIM -12%·0.4% book·−6
AFRMAffirm Holdings Inc Class A
TRIM -22%·0.3% book·−10
CBRECbre Group Inc
TRIM -6%·0.3% book·−15
FTAIFTAI Aviation
TRIM -6%·0.3% book·−19
FMXFomento Economico Mexicano Sab ADR
TRIM -12%·0.3% book·−11
PBRPetrobras Common ADR
TRIM -24%·0.3% book·−2
TSMTSMC ADR
TRIM -31%·0.3% book·−2
WWayfair Inc Class A
TRIM -27%·0.3% book·−12
TMETencent Music Entertainment ADR
TRIM -23%·0.2% book·−11
GOOGLAlphabet Inc Class A
TRIM -7%·0.1% book·−27
ENPHEnphase Energy Inc
TRIM -70%·0.1% book·−4
FNFabrinet
TRIM -6%·0.1% book·−2
FASTFastenal
TRIM -12%·0.1% book·−7
IBNICICI Bank ADR
TRIM -7%·0.1% book·−7
MBLYMobileye Global Inc.
TRIM -20%·0.1% book·−10
PONYPony AI ADR
TRIM -9%·0.1% book·−2
SGSweetgreen
TRIM -15%·0.1% book·−5
AEHRAehr Test Systems
TRIM -23%·0.0% book·−1
ALBAlbemarle Corp
TRIM -29%·0.0% book·−10
BCHBanco De Chile ADR
TRIM -74%·0.0% book·−3
BKNGBooking Holdings Inc
TRIM -31%·0.0% book·−8
BURBurford Capital
TRIM -11%·0.0% book·−8
Showing top 40 · 17 smaller trims hidden
Exits · 17
Closed positions
ENTGEntegris Inc
EXIT·0.0% book·−8
YMMFull Truck Alliance Co Ltd ADR
EXIT·0.0% book·−8
ABNBAirbnb Inc
EXIT·0.0% book·−14
AMBAAmbarella
EXIT·0.0% book·−9
BLBlackline
EXIT·0.0% book·−11
KMXCarmax Inc
EXIT·0.0% book·−19
CDXSCodexis
EXIT·0.0% book·−8
FCNFTI Consulting
EXIT·0.0% book·−7
GMABGenmab ADR
EXIT·0.0% book·−7
HSYHershey Foods Corporation
EXIT·0.0% book·−8
MDBMongoDB Inc
EXIT·0.0% book·−8
NYAXNayax Ltd
EXIT·0.0% book·0
OSCROscar Health Inc
EXIT·0.0% book·−14
QTRXQuanterix Corp
EXIT·0.0% book·−8
SPTSprout Social
EXIT·0.0% book·−9
TRUPTrupanion
EXIT·0.0% book·−6
XYLXylem
EXIT·0.0% book·−6
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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