Tom Slater · quarter digest
What Tom Slater did in Q4 2025
Baillie Gifford (Long Term Global Growth) filed 169 moves in Q4 2025: 20 new, 52 add, 81 trim, 16 exit.
13F filed 2026-02-14. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 20
Fresh money
MDLNMedline Inc
NEW·0.4% book·+3
BLLNBillionToOne Inc
NEW·0.1% book·+1
MDBMongoDB Inc
NEW·0.1% book·−8
UTHRUnited Therapeutics
NEW·0.1% book·−6
AXIAYAXIA ENERGIA-ADR PREF
NEW·0.0% book·+1
ATATAtour Lifestyle Hdgs ADR
NEW·0.0% book·+2
BROBrown & Brown
NEW·0.0% book·+3
EHEhang Holdings Ltd ADR
NEW·0.0% book·+5
YMMFull Truck Alliance Co Ltd ADR
NEW·0.0% book·−8
PIImpinj
NEW·0.0% book·−4
LNNLindsay Manufacturing Co
NEW·0.0% book·0
ODFLOld Dominion Freight Line
NEW·0.0% book·+3
PLPlanet Labs
NEW·0.0% book·−1
RVMDRevolution Medicines
NEW·0.0% book·+2
SVMSilvercorp Metals Inc
NEW·0.0% book·+2
SONYSony ADR
NEW·0.0% book·+6
STOKStoke Therapeutics
NEW·0.0% book·+2
MICCThe Magnum Ice Cream Company (US)
NEW·0.0% book·−3
UPSTUpstart Holdings
NEW·0.0% book·+3
ZTSZoetis Inc
NEW·0.0% book·−1
Adds · 52
Adding to conviction
ADD +20%·9.4% book·+1
“AI infrastructure conviction.”
ADD +12%·7.2% book·−4
“Building MercadoLibre.”
ADD +15%·4.7% book·−7
“Adding Shopify.”
NFLXNetflix Inc
ADD +912%·2.9% book·−1
IOTSamsara
ADD +15%·1.4% book·−3
GOOGAlphabet Inc Class C
ADD +29%·1.0% book·+2
RKLBRocket Lab Corp
ADD +47%·1.0% book·+1
AXONAxon Enterprise Inc
ADD +1199%·0.8% book·−2
CSGPCoStar Group
ADD +57%·0.7% book·−6
DUOLDuolingo Inc
ADD +72%·0.7% book·−7
ENSGThe Ensign Group
ADD +62%·0.7% book·+4
GOOGLAlphabet Inc Class A
ADD +167%·0.5% book·−27
MSCIMSCI
ADD +22%·0.4% book·+11
TMOThermo Fisher Scientific
ADD +57%·0.4% book·−23
BNBrookfield Corp
ADD +45%·0.3% book·+14
COINCoinbase Global Inc
ADD +41%·0.2% book·−1
DNLIDenali Therapeutics
ADD +6%·0.2% book·+3
FIGFigma Inc
ADD +94%·0.2% book·−1
BZKanzhun ADR
ADD +16%·0.2% book·−14
ODDOddity
ADD +18%·0.2% book·−9
QXOQXO
ADD +16118%·0.2% book·+2
ACNAccenture 'A'
ADD +49%·0.1% book·−6
BABAAlibaba Group Holding Sponsored ADR
ADD +99%·0.1% book·+26
BBDBanco Bradesco Pn ADR
ADD +37%·0.1% book·+5
COURCoursera Inc
ADD +97%·0.1% book·−4
JKHYJack Henry & Associates
ADD +48%·0.1% book·0
RELYRemitly Global Inc
ADD +48%·0.1% book·−5
YETIYETI Holdings
ADD +51%·0.1% book·−7
AMSCAmerican Superconductor Corp
ADD +6%·0.0% book·−9
ALABAstera Labs
ADD +10%·0.0% book·−9
BEAMBeam Therapeutics
ADD +40%·0.0% book·−5
BSYBentley Systems
ADD +54633%·0.0% book·+1
CRHCRH Plc
ADD +9%·0.0% book·−14
CABOCable One Convertible 1.125 2028
ADD +28%·0.0% book·−7
DLRDigital Realty Trust REIT
ADD +526%·0.0% book·−6
EQTEqt Corp
ADD +21%·0.0% book·−4
DOCHealthpeak Properties Inc REIT
ADD +613%·0.0% book·−3
HDHome Depot
ADD +17%·0.0% book·−4
HUBBHubbell
ADD +63%·0.0% book·+1
KRNTKornit Digital
ADD +62%·0.0% book·0
Showing top 40 · 12 smaller adds hidden
Trims · 81
Taking chips off
TRIM -8%·6.8% book·−11
“Small Tesla trim — rebalancing.”
AMZNAmazon.Com
TRIM -7%·5.7% book·−6
NETCloudflare Inc
TRIM -23%·2.8% book·−6
METAMeta Platforms Inc
TRIM -17%·2.4% book·−2
RBLXRoblox
TRIM -8%·1.5% book·−8
ALNYAlnylam Pharmaceuticals
TRIM -7%·0.9% book·−8
MAMastercard Inc-Class A
TRIM -6%·0.7% book·−1
RYAAYRyanair ADR
TRIM -16%·0.7% book·−13
TTDThe Trade Desk
TRIM -23%·0.7% book·−11
ELVElevance Health Inc
TRIM -9%·0.6% book·−7
XYZBlock Inc
TRIM -15%·0.5% book·−15
MRNAModerna Inc
TRIM -6%·0.5% book·−12
DDOGDatadog
TRIM -65%·0.4% book·−12
FTAIFTAI Aviation
TRIM -6%·0.4% book·−19
SQMSQM ADR
TRIM -30%·0.4% book·−6
TEMTempus Ai Inc
TRIM -10%·0.4% book·−18
WMSAdvanced Drainage Systems
TRIM -6%·0.3% book·−9
AFRMAffirm Holdings Inc Class A
TRIM -7%·0.3% book·−10
BAPCredicorp
TRIM -9%·0.3% book·0
FMXFomento Economico Mexicano Sab ADR
TRIM -7%·0.3% book·−11
MEDPMedpace Holdings
TRIM -6%·0.3% book·−24
MCOMoody's Corp
TRIM -7%·0.3% book·+14
PBRPetrobras Common ADR
TRIM -7%·0.3% book·−2
TSMTSMC ADR
TRIM -15%·0.3% book·−2
AVAVAeroVironment
TRIM -34%·0.2% book·−11
AAPLApple
TRIM -7%·0.2% book·−21
AZOAutoZone
TRIM -40%·0.2% book·−8
FIXComfort Systems USA
TRIM -33%·0.2% book·−17
BROSDutch Bros
TRIM -8%·0.2% book·−13
EPAMEpam Systems Inc
TRIM -8%·0.2% book·−9
FNFabrinet
TRIM -16%·0.2% book·−2
HDBHDFC Bank ADR
TRIM -16%·0.2% book·−17
ONOn Semiconductor Corp
TRIM -7%·0.2% book·−16
BNTXBioNTech ADR
TRIM -84%·0.1% book·−17
BCBrunswick Corp
TRIM -7%·0.1% book·+2
FASTFastenal
TRIM -22%·0.1% book·−7
INTUIntuit
TRIM -6%·0.1% book·−21
LINELineage Inc
TRIM -6%·0.1% book·−7
MBLYMobileye Global Inc.
TRIM -32%·0.1% book·−10
AEHRAehr Test Systems
TRIM -16%·0.0% book·−1
Showing top 40 · 41 smaller trims hidden
Exits · 16
Closed positions
CHWYChewy Inc
EXIT·0.0% book·−11
PINSPinterest
EXIT·0.0% book·−15
BLDRBuilders Firstsource
EXIT·0.0% book·+2
INSPInspire Medical Systems
EXIT·0.0% book·−10
ABCLAbcellera Biologics Inc
EXIT·0.0% book·−8
BUDAnheuser-Busch Inbev ADR
EXIT·0.0% book·−6
DCBODocebo
EXIT·0.0% book·−10
DMXFETFS Ishares Esg Advanced Msci Eafe
EXIT·0.0% book·+1
EICEagle Point Income
EXIT·0.0% book·0
EXPEExact Sciences
EXIT·0.0% book·−13
GGGGraco
EXIT·0.0% book·−13
PYPLPayPal
EXIT·0.0% book·−28
TJXTJX Companies
EXIT·0.0% book·−2
UBSUBS Group (US)
EXIT·0.0% book·−9
URIUnited Rentals
EXIT·0.0% book·+2
VECOVeeco Instruments
EXIT·0.0% book·−5
Current top holdings
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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