Tom Slater · quarter digest
What Tom Slater did in Q1 2026
Baillie Gifford (Long Term Global Growth) filed 161 moves in Q1 2026: 15 new, 38 add, 99 trim, 9 exit.
13F filed 2026-05-15. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 15
Fresh money
FCXFreeport-Mcmoran Copper
NEW·0.2% book·−6
RBCRBC Bearings
NEW·0.2% book·+1
SUNBSunbelt Rentals Holdings Inc
NEW·0.2% book·+11
FUTUFutu Hdgs ADR
NEW·0.1% book·0
TDWTidewater
NEW·0.1% book·+10
VISTVista Energy Sab De Cv ADR
NEW·0.1% book·+6
ATRAptarGroup
NEW·0.0% book·0
ASXAse Technology Holding Co Ltd ADR
NEW·0.0% book·+7
FLKRETFS Franklin Ftse South Korea Etf
NEW·0.0% book·+6
FNVFranco-Nevada Corp
NEW·0.0% book·−2
INTCIntel Corporation
NEW·0.0% book·+1
MRLNMerlin Inc
NEW·0.0% book·+6
RYRoyal Bank of Canada, The
NEW·0.0% book·+1
RBRKRubrik
NEW·0.0% book·−2
TTETotalEnergies SE (US)
NEW·0.0% book·0
Adds · 38
Adding to conviction
APPAppLovin
ADD +9%·2.7% book·−8
IOTSamsara
ADD +21%·1.9% book·−3
AXONAxon Enterprise Inc
ADD +50%·1.1% book·−2
PBRPetrobras Common ADR
ADD +45%·1.0% book·−2
RDDTReddit
ADD +22%·1.0% book·−1
ENSGThe Ensign Group
ADD +6%·1.0% book·+4
BAPCredicorp
ADD +90%·0.9% book·0
TEAMAtlassian Corp Plc
ADD +18%·0.7% book·−2
MMYTMakeMyTrip
ADD +191%·0.6% book·−6
JOBYJoby Aviation Inc
ADD +26%·0.5% book·−4
EOGEOG Resources
ADD +1787%·0.4% book·−2
KSPIKaspi.kz ADR
ADD +10%·0.4% book·−1
WSOWatsco Inc
ADD +24%·0.4% book·−1
EQTEqt Corp
ADD +1077%·0.3% book·−4
MCOMoody's Corp
ADD +11%·0.3% book·+14
PMPhilip Morris Intl
ADD +5249%·0.3% book·−20
UTHRUnited Therapeutics
ADD +33%·0.3% book·−6
BCBrunswick Corp
ADD +72%·0.2% book·+2
COINCoinbase Global Inc
ADD +36%·0.2% book·−1
HDBHDFC Bank ADR
ADD +14%·0.2% book·−17
KNFKnife River
ADD +25%·0.2% book·0
INTUIntuit
ADD +33%·0.1% book·−21
ODDOddity
ADD +10%·0.1% book·−9
VEEVVeeva Systems Inc Class A
ADD +1499861%·0.1% book·−2
AXIAYAXIA ENERGIA-ADR PREF
ADD +55%·0.0% book·+1
BSYBentley Systems
ADD +49%·0.0% book·+1
BROBrown & Brown
ADD +11%·0.0% book·+3
CRCLCircle Internet Group
ADD +88%·0.0% book·+3
IRENIREN
ADD +57%·0.0% book·+1
PIImpinj
ADD +69%·0.0% book·−4
FROGJFrog Ltd
ADD +17%·0.0% book·+3
PAYXPaychex
ADD +6%·0.0% book·+2
RIORio Tinto Spn.Adr 1:1
ADD +13%·0.0% book·+2
SONYSony ADR
ADD +8%·0.0% book·+6
STOKStoke Therapeutics
ADD +133%·0.0% book·+2
UPSTUpstart Holdings
ADD +46%·0.0% book·+3
ZGZillow Group Inc Class A
ADD +29%·0.0% book·−4
ZTSZoetis Inc
ADD +8%·0.0% book·−1
Trims · 99
Taking chips off
NVDANVIDIA
TRIM -7%·7.3% book·+1
MELIMercadoLibre
TRIM -7%·5.7% book·−4
SHOPShopify 'A'
TRIM -7%·3.5% book·−7
PDDPDD Holdings Inc
TRIM -9%·3.0% book·−12
METAMeta Platforms Inc
TRIM -7%·2.4% book·−2
CPNGCoupang
TRIM -17%·2.3% book·−1
NFLXNetflix Inc
TRIM -41%·2.1% book·−1
MSFTMicrosoft
TRIM -30%·1.5% book·−17
DASHDoordash Inc
TRIM -9%·1.1% book·−18
GOOGAlphabet Inc Class C
TRIM -7%·1.0% book·+2
MLMMartin Marietta Materials
TRIM -6%·0.7% book·+8
MAMastercard Inc-Class A
TRIM -7%·0.7% book·−1
SCIService Corp.Intl.
TRIM -6%·0.7% book·−11
RYAAYRyanair ADR
TRIM -19%·0.5% book·−13
SQMSQM ADR
TRIM -8%·0.5% book·−6
DDOGDatadog
TRIM -22%·0.4% book·−12
ELVElevance Health Inc
TRIM -41%·0.4% book·−7
GHGuardant Health
TRIM -21%·0.4% book·−8
TXNTexas Instruments
TRIM -6%·0.4% book·−9
TMOThermo Fisher Scientific
TRIM -9%·0.4% book·−23
WMSAdvanced Drainage Systems
TRIM -9%·0.3% book·−9
AZOAutoZone
TRIM -7%·0.3% book·−8
CBRECbre Group Inc
TRIM -7%·0.3% book·−15
FIXComfort Systems USA
TRIM -18%·0.3% book·−17
CPACopa Holdings S A
TRIM -6%·0.3% book·−5
FMXFomento Economico Mexicano Sab ADR
TRIM -13%·0.3% book·−11
MKLMarkel Corp
TRIM -7%·0.3% book·−12
ONOn Semiconductor Corp
TRIM -9%·0.3% book·−16
QXOQXO
TRIM -8%·0.3% book·+2
UBERUber Technologies
TRIM -7%·0.3% book·+15
AVAVAeroVironment
TRIM -13%·0.2% book·−11
ADSKAutodesk
TRIM -8%·0.2% book·−20
XYZBlock Inc
TRIM -73%·0.2% book·−15
BROSDutch Bros
TRIM -7%·0.2% book·−13
ETNEaton
TRIM -8%·0.2% book·−9
ILMNIllumina
TRIM -6%·0.2% book·−20
MEDPMedpace Holdings
TRIM -8%·0.2% book·−24
PAYCPaycom Software
TRIM -6%·0.2% book·−14
WWayfair Inc Class A
TRIM -28%·0.2% book·−12
WDAYWorkday Inc
TRIM -7%·0.2% book·−36
Showing top 40 · 59 smaller trims hidden
Exits · 9
Closed positions
FTAIFTAI Aviation
EXIT·0.0% book·−19
EPAMEpam Systems Inc
EXIT·0.0% book·−9
FNDFloor & Decor Holdings
EXIT·0.0% book·−10
MNDYmonday.com
EXIT·0.0% book·−11
EDConsolidated Edison
EXIT·0.0% book·−9
ESEversource Energy
EXIT·0.0% book·−10
BEKEKE Holdings ADR
EXIT·0.0% book·−21
LILi Auto ADR
EXIT·0.0% book·−10
UPWKUpwork Inc
EXIT·0.0% book·−17
Current top holdings
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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