Tom Slater · quarter digest
What Tom Slater did in Q2 2026
Baillie Gifford (Long Term Global Growth) filed 221 moves in Q2 2026: 29 new, 42 add, 124 trim, 26 exit.
13F filed 2026-08-14. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 29
Fresh money
SPCXSpace Exploration Technologies Corp
NEW·8.0% book·0
RYThe Royal Bank of Canada
NEW·0.7% book·+1
CFRCullen/Frost Bankers
NEW·0.3% book·−3
KLACKLA Corp
NEW·0.3% book·−10
IDXXIdexx Laboratories Inc
NEW·0.2% book·−10
VALEVale SA ADR
NEW·0.2% book·−9
VSTVistra Energy
NEW·0.1% book·+1
AMDAdvanced Micro Devices Inc
NEW·0.0% book·−23
AMATApplied Materials
NEW·0.0% book·−2
ARGXArgenx SE - ADR
NEW·0.0% book·−3
BRK.BBerkshire Hathaway B
NEW·0.0% book·−2
BEBloom Energy
NEW·0.0% book·−7
CBRSCerebras Systems
NEW·0.0% book·−12
CRWVCoreWeave
NEW·0.0% book·−3
DHRDanaher
NEW·0.0% book·−18
GNRCGenerac Hdgs
NEW·0.0% book·−8
HIMSHims & Hers Health
NEW·0.0% book·−10
HTHTHuazhu Group Ltd ADR
NEW·0.0% book·−3
LRCXLam Research Corp
NEW·0.0% book·−3
LITELumentum Holdings
NEW·0.0% book·0
MRVLMarvell Technology Inc
NEW·0.0% book·−7
MUMicron Technology
NEW·0.0% book·+22
MPWRMonolithic Power Systems Inc
NEW·0.0% book·−4
NBISNEBIUS GROUP NV
NEW·0.0% book·−10
PDFSPDF Solutions
NEW·0.0% book·−4
PLTRPalantir Technologies
NEW·0.0% book·+12
STXSeagate Technology Holdings
NEW·0.0% book·−7
VRTVertiv Holdings
NEW·0.0% book·−9
WSEWise Group Plc (US)
NEW·0.0% book·−1
Adds · 42
Adding to conviction
AXONAxon Enterprise Inc
ADD +24%·1.6% book·−2
GOOGLAlphabet Inc Class A
ADD +44%·0.9% book·−27
MAMastercard Inc-Class A
ADD +26%·0.8% book·−1
PBRPetrobras Common ADR
ADD +9%·0.8% book·−2
QXOQXO
ADD +251%·0.8% book·+2
AVGOBroadcom Inc
ADD +7%·0.7% book·−12
CRHCRH Plc
ADD +1294698%·0.6% book·−14
AAPLApple
ADD +153%·0.5% book·−21
KSPIKaspi.kz ADR
ADD +13%·0.5% book·−1
AFRMAffirm Holdings Inc Class A
ADD +10%·0.4% book·−10
MDLNMedline Inc
ADD +14%·0.4% book·+3
RBCRBC Bearings
ADD +158%·0.4% book·+1
AZOAutoZone
ADD +26%·0.3% book·−8
EQTEqt Corp
ADD +39%·0.3% book·−4
PMPhilip Morris Intl
ADD +19%·0.3% book·−20
XYZBlock Inc
ADD +8%·0.2% book·−15
ECLEcolab
ADD +6%·0.2% book·+2
UTHRUnited Therapeutics
ADD +9%·0.2% book·−6
VISTVista Energy Sab De Cv ADR
ADD +74%·0.2% book·+6
CRCLCircle Internet Group
ADD +179%·0.1% book·+3
EWEdwards Lifesciences Corp
ADD +175%·0.1% book·−12
INTUIntuit
ADD +124%·0.1% book·−21
PONYPony AI ADR
ADD +95%·0.1% book·−2
TDWTidewater
ADD +155%·0.1% book·+10
VEEVVeeva Systems Inc Class A
ADD +6%·0.1% book·−2
VRTXVertex Pharmaceuticals Inc
ADD +37%·0.1% book·−4
AJGAJ Gallagher & Co
ADD +38%·0.0% book·−4
AXIAYAXIA ENERGIA-ADR
ADD +3055%·0.0% book·+1
AERAerCap Hdgs
ADD +10%·0.0% book·−8
BIDUBaidu.com Sponsored ADR
ADD +3685%·0.0% book·0
ONCBeOne Medicines Ltd ADR
ADD +4520%·0.0% book·−1
BKNGBooking Holdings Inc
ADD +1183%·0.0% book·−8
FNVFranco-Nevada Corp
ADD +23%·0.0% book·−2
HUBBHubbell
ADD +17%·0.0% book·+1
INTCIntel Corporation
ADD +15954%·0.0% book·+1
KTOSKratos Defense & Security
ADD +35%·0.0% book·0
LNNLindsay Manufacturing Co
ADD +18%·0.0% book·0
NKENike
ADD +15%·0.0% book·−2
PAYXPaychex
ADD +8%·0.0% book·+2
RVMDRevolution Medicines
ADD +41%·0.0% book·+2
Showing top 40 · 2 smaller adds hidden
Trims · 124
Taking chips off
MELIMercadoLibre
TRIM -6%·4.7% book·−4
NETCloudflare Inc
TRIM -8%·3.2% book·−6
NUNu Holdings Ltd.
TRIM -7%·2.8% book·−13
PDDPDD Holdings Inc
TRIM -6%·1.8% book·−12
METAMeta Platforms Inc
TRIM -22%·1.6% book·−2
CPNGCoupang
TRIM -35%·1.2% book·−1
RACEFerrari NV
TRIM -8%·1.2% book·−6
MRNAModerna Inc
TRIM -9%·1.2% book·−12
DASHDoordash Inc
TRIM -6%·1.1% book·−18
GOOGAlphabet Inc Class C
TRIM -12%·1.0% book·+2
NFLXNetflix Inc
TRIM -26%·1.0% book·−1
RKLBRocket Lab Corp
TRIM -44%·1.0% book·+1
MSFTMicrosoft
TRIM -30%·0.9% book·−17
MLMMartin Marietta Materials
TRIM -9%·0.5% book·+8
RPRXRoyalty Pharma
TRIM -38%·0.5% book·−9
FIXComfort Systems USA
TRIM -6%·0.4% book·−17
ELVElevance Health Inc
TRIM -8%·0.4% book·−7
MSCIMSCI
TRIM -7%·0.4% book·+11
RYAAYRyanair ADR
TRIM -33%·0.4% book·−13
SCIService Corp.Intl.
TRIM -35%·0.4% book·−11
TSMTSMC ADR
TRIM -25%·0.4% book·−2
TXNTexas Instruments
TRIM -24%·0.4% book·−9
WMSAdvanced Drainage Systems
TRIM -10%·0.3% book·−9
TEAMAtlassian Corp Plc
TRIM -63%·0.3% book·−2
AURAurora Innovation Class A Common
TRIM -25%·0.3% book·−12
CBRECbre Group Inc
TRIM -7%·0.3% book·−15
DDOGDatadog
TRIM -56%·0.3% book·−12
DGDollar General Corp
TRIM -8%·0.3% book·−7
EOGEOG Resources
TRIM -10%·0.3% book·−2
FMXFomento Economico Mexicano Sab ADR
TRIM -12%·0.3% book·−11
GHGuardant Health
TRIM -41%·0.3% book·−8
MKLMarkel Corp
TRIM -10%·0.3% book·−12
MCOMoody's Corp
TRIM -6%·0.3% book·+14
ONOn Semiconductor Corp
TRIM -20%·0.3% book·−16
SQMSQM ADR
TRIM -17%·0.3% book·−6
TSLATesla Inc
TRIM -44%·0.3% book·−11
TMOThermo Fisher Scientific
TRIM -8%·0.3% book·−23
DEDeere & Co
TRIM -15%·0.2% book·−5
BROSDutch Bros
TRIM -9%·0.2% book·−13
FNFabrinet
TRIM -10%·0.2% book·−2
Showing top 40 · 84 smaller trims hidden
Exits · 26
Closed positions
PENPenumbra Inc
EXIT·0.0% book·−5
CMECME Group Inc
EXIT·0.0% book·−4
ATRAptarGroup
EXIT·0.0% book·0
CABOCable One Convertible 1.125 2028
EXIT·0.0% book·−7
CGNXCognex Corp
EXIT·0.0% book·−14
FRPTFreshpet Inc
EXIT·0.0% book·−10
YMMFull Truck Alliance Co Ltd ADR
EXIT·0.0% book·−8
HTFLHeartFlow
EXIT·0.0% book·−7
RAMPLiveramp Holdings Inc
EXIT·0.0% book·−9
LULufax Holding Ltd
EXIT·0.0% book·−4
MSAMSA Safety
EXIT·0.0% book·−8
MKTXMarketAxess Holdings
EXIT·0.0% book·−13
MBLYMobileye Global Inc.
EXIT·0.0% book·−10
PGRProgressive
EXIT·0.0% book·+1
RYRoyal Bank of Canada, The
EXIT·0.0% book·+1
RXSTRxSight Inc
EXIT·0.0% book·−2
SANASana Biotechnology Inc
EXIT·0.0% book·−5
SDGRSchrodinger
EXIT·0.0% book·−8
STNStantec Inc
EXIT·0.0% book·−5
SNPSSynopsys
EXIT·0.0% book·−12
TROWT. Rowe Price
EXIT·0.0% book·−1
TNDMTandem Diabetes Care
EXIT·0.0% book·−3
TTDThe Trade Desk
EXIT·0.0% book·−11
UNHUnitedHealth
EXIT·0.0% book·−24
WABWabtec
EXIT·0.0% book·−5
WRBYWarby Parker Inc
EXIT·0.0% book·−19
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.
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.
Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
See price on Amazon
Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
See price on Amazon
See the full investing reading list
More by topic:Foundations