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Investor profile
Tom Slater
Baillie Gifford (Long Term Global Growth) · Partner & Co-Manager LTGG · Net worth: —
Co-manages Baillie Gifford's Long Term Global Growth strategy (formerly with James Anderson). Scottish Mortgage Trust is the public face — famous early Tesla, Amazon, Tencent backers. Target holding: a decade.
"Growth at scale. Patient capital. Asymmetric upside on transformational companies."
Today — 2026-04-21
All movers →Positions: Q4 2025 13F · Prices: EOD 2026-04-21
Tracked positions
10
Top concentration
42%
Longest holding
Amazon (since 2004)
Concentration profile
DiversifiedTop 1 · NVDA
6.8%
Top 5 combined
26.5%
Top 10 combined
42.3%
Tracked positions
10
NVDATop-5 zoneTop-10Tom's single largest bet is NVDA at 6.8% of tracked positions. Exposure is spread across a broader basket, reducing single-name risk.
Realized 10-year track record
Baillie Gifford Scottish Mortgage Trust SMT (public UK trust)
10y CAGR
14.9%
net of fees
Alpha vs S&P
+1.8%
vs 13.1% benchmark
Win rate
50%
years beating S&P
Quality score
4.8
computed 0–10
Best year
+111%
Worst year
-46%
Cumulative 10y
4.0×
Volatility
37%
Recent moves
Manager quality score: 4.8/10
Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.
Q4 2025
22 buys · 31 sells
| Ticker | Activity | % portfolio |
|---|---|---|
| QXO | Add 16118% | 0.20% |
| NFLX | Add 912% | 2.90% |
| GOOGL | Add 167% | 0.50% |
| MNST | Buy (new) | 0.10% |
| ODFL | Buy (new) | 0.00% |
| ZTS | Buy (new) | 0.00% |
| BABA | Add 99% | 0.10% |
| FIGMA | Add 94% | 0.20% |
| PFE | Add 59% | 0.00% |
| CSGP | Add 57% | 0.70% |
| TMO | Add 57% | 0.40% |
| YETI | Add 51% | 0.10% |
| ACN | Add 49% | 0.10% |
| BN | Add 45% | 0.30% |
| NVO | Add 39% | 0.00% |
| GOOG | Add 29% | 1.00% |
| MSCI | Add 22% | 0.40% |
| EQT | Add 21% | 0.00% |
| NVDA | Add 20% AI infrastructure conviction. | 9.40% |
| SHOP | Add 15% Adding Shopify. | 4.70% |
| MELI | Add 12% Building MercadoLibre. | 7.20% |
| CRH | Add 9% | 0.00% |
| CHEWY | Sell (exit) | 0.00% |
| BLDR | Sell (exit) | 0.00% |
| EXPE | Sell (exit) | 0.00% |
| GRACO | Sell (exit) | 0.00% |
| PYPL | Sell (exit) | 0.00% |
| AVGO | Reduce 40% | 0.20% |
| CP | Reduce 32% | 0.00% |
| FAST | Reduce 22% | 0.10% |
| UNH | Reduce 19% | 0.00% |
| WAB | Reduce 18% | 0.00% |
| META | Reduce 17% | 2.40% |
| RYAAY | Reduce 16% | 0.70% |
| HDB | Reduce 16% | 0.20% |
| BLOCK | Reduce 15% | 0.50% |
| TSM | Reduce 15% | 0.30% |
| AMT | Reduce 14% | 0.00% |
| UPWK | Reduce 13% | 0.00% |
| JFROG | Reduce 11% | 0.00% |
| EW | Reduce 10% | 0.00% |
| ELV | Reduce 9% | 0.60% |
| TSLA | Reduce 8% Small Tesla trim — rebalancing. | 6.80% |
| EPAM | Reduce 8% | 0.20% |
| AMZN | Reduce 7% | 5.70% |
| MCO | Reduce 7% | 0.30% |
| AAPL | Reduce 7% | 0.20% |
| ON | Reduce 7% | 0.20% |
| MA | Reduce 6% | 0.70% |
| MEDP | Reduce 6% | 0.30% |
Showing top 50 by position change · 3 smaller moves hidden
Q3 2025
19 buys · 28 sells
| Ticker | Activity | % portfolio |
|---|---|---|
| NVO | Add 142% | 0.00% |
| FIGMA | Buy (new) | 0.10% |
| ADBE | Buy (new) | 0.00% |
| BABA | Buy (new) | 0.00% |
| EQT | Buy (new) | 0.00% |
| IREN | Buy (new) | 0.00% |
| MSI | Buy (new) | 0.00% |
| QXO | Buy (new) | 0.00% |
| HDB | Add 97% | 0.20% |
| CRH | Add 97% | 0.00% |
| MSCI | Add 92% | 0.30% |
| NVDA | Add 25% Building NVDA. | 7.80% |
| EPAM | Add 21% | 0.10% |
| PFE | Add 21% | 0.00% |
| MELI | Add 15% Adding MercadoLibre. | 6.40% |
| MEDP | Add 12% | 0.20% |
| PAYC | Add 10% | 0.30% |
| GRACO | Add 10% | 0.00% |
| GH | Add 7% | 0.20% |
| ENTG | Sell (exit) | 0.00% |
| ABNB | Sell (exit) | 0.00% |
| CARG | Sell (exit) | 0.00% |
| HIMS | Sell (exit) | 0.00% |
| MNST | Sell (exit) | 0.00% |
| NAYAX | Sell (exit) | 0.00% |
| OSCR | Sell (exit) | 0.00% |
| XYLEM | Sell (exit) | 0.00% |
| UNH | Reduce 93% | 0.00% |
| CP | Reduce 60% | 0.00% |
| UPWK | Reduce 33% | 0.00% |
| TSM | Reduce 31% | 0.30% |
| BKNG | Reduce 31% | 0.00% |
| W | Reduce 27% | 0.30% |
| TME | Reduce 23% | 0.20% |
| IONQ | Reduce 16% | 0.90% |
| RYAAY | Reduce 15% | 0.60% |
| FAST | Reduce 12% | 0.10% |
| SHOP | Reduce 11% | 0.00% |
| WAB | Reduce 11% | 0.00% |
| SPOT | Reduce 10% | 4.50% |
| DASH | Reduce 8% | 1.70% |
| CPNG | Reduce 7% | 3.60% |
| NFLX | Reduce 7% | 3.20% |
| PDD | Reduce 7% | 3.10% |
| GOOGL | Reduce 7% | 0.10% |
| SHOP | Reduce 6% | 3.90% |
| CBRE | Reduce 6% | 0.30% |
Q2 2025
14 buys · 27 sells
| Ticker | Activity | % portfolio |
|---|---|---|
| MEDP | Add 12041% | 0.10% |
| DG | Buy (new) | 0.30% |
| MSCI | Buy (new) | 0.20% |
| ACN | Buy (new) | 0.10% |
| EPAM | Buy (new) | 0.10% |
| AER | Buy (new) | 0.00% |
| ABNB | Buy (new) | 0.00% |
| UBER | Add 86% | 0.30% |
| VRTX | Add 58% | 0.10% |
| PFE | Add 34% | 0.00% |
| APP | Add 21% | 1.70% |
| FAST | Add 13% | 0.10% |
| INTU | Add 8% | 0.10% |
| NYT | Add 7% | 0.10% |
| XYLEM | Reduce 100% | 0.00% |
| ESTC | Sell (exit) | 0.00% |
| ROKU | Sell (exit) | 0.00% |
| SITE | Sell (exit) | 0.00% |
| CX | Sell (exit) | 0.00% |
| IBP | Sell (exit) | 0.00% |
| WDAY | Reduce 71% | 0.30% |
| NAYAX | Reduce 71% | 0.00% |
| YETI | Reduce 63% | 0.10% |
| SHOP | Reduce 32% | 3.30% |
| CRH | Reduce 30% | 0.00% |
| HIMS | Reduce 30% | 0.00% |
| NVO | Reduce 26% | 0.00% |
| DASH | Reduce 25% | 1.70% |
| UPWK | Reduce 22% | 0.00% |
| RYAAY | Reduce 17% | 0.70% |
| TME | Reduce 17% | 0.20% |
| PDD | Reduce 14% | 2.70% |
| MSFT | Reduce 14% | 2.20% |
| SPOT | Reduce 11% | 5.50% |
| SBUX | Reduce 10% | 0.00% |
| TSM | Reduce 9% | 0.40% |
| AAPL | Reduce 8% | 0.10% |
| JFROG | Reduce 8% | 0.00% |
| MELI | Reduce 7% | 6.90% |
| META | Reduce 7% | 3.00% |
| EXPE | Reduce 6% | 0.00% |
Q1 2025
16 buys · 58 sells
| Ticker | Activity | % portfolio |
|---|---|---|
| PAYC | Add 1918% | 0.30% |
| CRM | Add 316% | 0.40% |
| NVO | Add 232% | 0.00% |
| ON | Buy (new) | 0.20% |
| UBER | Buy (new) | 0.10% |
| INTU | Add 32% | 0.10% |
| BN | Add 31% | 0.20% |
| APP | Add 29% | 1.20% |
| TSM | Add 28% | 0.40% |
| NYT | Add 19% | 0.10% |
| NU | Add 18% | 2.40% |
| BLOCK | Add 12% | 0.60% |
| AMD | Sell (exit) | 0.00% |
| UNP | Sell (exit) | 0.00% |
| ABNB | Sell (exit) | 0.00% |
| BAND | Sell (exit) | 0.00% |
| CALIX | Sell (exit) | 0.00% |
| ADI | Reduce 81% | 0.10% |
| CX | Reduce 81% | 0.00% |
| TSLA | Reduce 76% | 0.40% |
| MEDP | Reduce 70% | 0.00% |
| CHEWY | Reduce 64% | 0.20% |
| NAYAX | Reduce 45% | 0.00% |
| MNST | Reduce 40% | 0.00% |
| WAB | Reduce 30% | 0.00% |
| NKE | Reduce 28% | 0.00% |
| PYPL | Reduce 25% | 0.00% |
| CARG | Reduce 24% | 0.00% |
| IBP | Reduce 24% | 0.00% |
| XYLEM | Reduce 23% | 0.10% |
| GRACO | Reduce 23% | 0.00% |
| CBRE | Reduce 21% | 0.40% |
| HIMS | Reduce 21% | 0.00% |
| EBAY | Reduce 20% | 0.20% |
| UPWK | Reduce 20% | 0.00% |
| SPOT | Reduce 18% | 5.20% |
| SITE | Reduce 18% | 0.10% |
| EW | Reduce 18% | 0.00% |
| EXPE | Reduce 18% | 0.00% |
| PGR | Reduce 18% | 0.00% |
| DOCS | Reduce 17% | 0.20% |
| BKNG | Reduce 17% | 0.00% |
| IONQ | Reduce 16% | 1.40% |
| ADSK | Reduce 16% | 0.20% |
| MELI | Reduce 12% | 6.50% |
| RYAAY | Reduce 12% | 0.70% |
| ESTC | Reduce 12% | 0.60% |
| NVDA | Reduce 11% | 4.50% |
| WDAY | Reduce 11% | 1.20% |
| JFROG | Reduce 11% | 0.00% |
Showing top 50 by position change · 24 smaller moves hidden
Q4 2024
16 buys · 47 sells
| Ticker | Activity | % portfolio |
|---|---|---|
| APP | Add 5421% | 1.00% |
| BN | Add 810% | 0.20% |
| EW | Add 239% | 0.00% |
| NYT | Add 228% | 0.10% |
| ABNB | Buy (new) | 0.00% |
| SHOP | Buy (new) | 0.00% |
| AVGO | Add 36% | 0.40% |
| HIMS | Add 28% | 0.00% |
| BLDR | Add 21% | 0.20% |
| W | Add 14% | 0.20% |
| AAPL | Add 10% | 0.20% |
| GRAB | Add 10% | 0.20% |
| CRM | Add 10% | 0.10% |
| BLOCK | Add 9% | 0.70% |
| BCE | Sell (exit) | 0.00% |
| INTC | Sell (exit) | 0.00% |
| ZUORA | Sell (exit) | 0.00% |
| MCO | Reduce 61% | 0.30% |
| HDB | Reduce 57% | 0.20% |
| TSLA | Reduce 41% | 2.30% |
| EATON | Reduce 37% | 0.20% |
| AMT | Reduce 36% | 0.00% |
| XYLEM | Reduce 18% | 0.10% |
| NVDA | Reduce 17% | 5.50% |
| ADSK | Reduce 16% | 0.20% |
| EXPE | Reduce 16% | 0.00% |
| SPOT | Reduce 15% | 4.50% |
| UPWK | Reduce 15% | 0.00% |
| MA | Reduce 13% | 0.70% |
| GOOG | Reduce 13% | 0.50% |
| CBRE | Reduce 13% | 0.40% |
| ENTG | Reduce 13% | 0.20% |
| SITE | Reduce 13% | 0.20% |
| FND | Reduce 13% | 0.10% |
| PGR | Reduce 13% | 0.00% |
| UNH | Reduce 12% | 0.30% |
| PFE | Reduce 12% | 0.00% |
| CHEWY | Reduce 11% | 0.40% |
| TXN | Reduce 11% | 0.40% |
| TMO | Reduce 11% | 0.20% |
| ELV | Reduce 10% | 0.70% |
| ADI | Reduce 10% | 0.50% |
| CSGP | Reduce 10% | 0.40% |
| YETI | Reduce 10% | 0.20% |
| UNP | Reduce 10% | 0.10% |
| BAND | Reduce 10% | 0.00% |
| CALIX | Reduce 10% | 0.00% |
| AMD | Reduce 9% | 0.60% |
| TSM | Reduce 9% | 0.30% |
| ROKU | Reduce 9% | 0.20% |
Showing top 50 by position change · 13 smaller moves hidden
Q3 2024
19 buys · 27 sells
| Ticker | Activity | % portfolio |
|---|---|---|
| RYAAY | Add 176% | 0.80% |
| MEDP | Add 176% | 0.00% |
| BLDR | Buy (new) | 0.20% |
| CRM | Buy (new) | 0.10% |
| APP | Buy (new) | 0.00% |
| PFE | Buy (new) | 0.00% |
| CRH | Add 71% | 0.00% |
| MSFT | Add 46% | 2.30% |
| MDT | Add 23% | 0.00% |
| NVO | Add 20% | 0.00% |
| AUR | Add 17% | 0.40% |
| SHOP | Add 15% | 3.80% |
| MNST | Add 14% | 0.00% |
| NU | Add 13% | 2.20% |
| DASH | Add 13% | 1.50% |
| NKE | Add 11% | 0.00% |
| PAYC | Add 7% | 0.00% |
| META | Add 6% | 2.60% |
| PEP | Add 6% | 0.10% |
| ADBE | Sell (exit) | 0.00% |
| AKILI | Sell (exit) | 0.00% |
| EL | Sell (exit) | 0.00% |
| GRAIL | Sell (exit) | 0.00% |
| WAT | Sell (exit) | 0.00% |
| TSM | Reduce 59% | 0.30% |
| EW | Reduce 41% | 0.00% |
| GOOG | Reduce 30% | 0.50% |
| HDB | Reduce 28% | 0.40% |
| AMT | Reduce 25% | 0.00% |
| INTU | Reduce 25% | 0.00% |
| NVDA | Reduce 23% | 5.80% |
| SBUX | Reduce 20% | 0.10% |
| AMD | Reduce 17% | 0.90% |
| GOOGL | Reduce 17% | 0.10% |
| CP | Reduce 16% | 0.10% |
| VRTX | Reduce 16% | 0.00% |
| MCO | Reduce 15% | 0.70% |
| EXPE | Reduce 15% | 0.10% |
| TSLA | Reduce 11% | 2.50% |
| ADSK | Reduce 9% | 0.20% |
| DOCS | Reduce 9% | 0.20% |
| EBAY | Reduce 9% | 0.20% |
| XYLEM | Reduce 9% | 0.20% |
| GRAB | Reduce 9% | 0.10% |
| UPWK | Reduce 9% | 0.00% |
| ZUORA | Reduce 7% | 0.00% |
Q2 2024
19 buys · 24 sells
| Ticker | Activity | % portfolio |
|---|---|---|
| AVGO | Add 2715% | 0.30% |
| UNH | Add 1125% | 0.40% |
| NVDA | Add 697% | 7.90% |
| GRAB | Buy (new) | 0.10% |
| VRTX | Buy (new) | 0.10% |
| GRAIL | Buy (new) | 0.00% |
| INTC | Buy (new) | 0.00% |
| MEDP | Buy (new) | 0.00% |
| PAYC | Buy (new) | 0.00% |
| AUR | Add 78% | 0.20% |
| NVO | Add 69% | 0.00% |
| CALIX | Add 58% | 0.00% |
| BLOCK | Add 46% | 0.50% |
| BKNG | Add 44% | 0.00% |
| BAND | Add 41% | 0.00% |
| CARG | Add 26% | 0.00% |
| AAPL | Add 14% | 0.10% |
| NU | Add 10% | 1.90% |
| KO | Add 6% | 0.00% |
| BABA | Sell (exit) | 0.00% |
| SCHW | Sell (exit) | 0.00% |
| CHEGG | Sell (exit) | 0.00% |
| FTV | Sell (exit) | 0.00% |
| HHH | Sell (exit) | 0.00% |
| V | Sell (exit) | 0.00% |
| CRH | Reduce 41% | 0.00% |
| ZUORA | Reduce 37% | 0.00% |
| CX | Reduce 29% | 0.20% |
| SPOT | Reduce 25% | 4.00% |
| MCO | Reduce 25% | 0.80% |
| XYLEM | Reduce 25% | 0.20% |
| AMT | Reduce 23% | 0.00% |
| TSLA | Reduce 20% | 2.20% |
| UPWK | Reduce 19% | 0.00% |
| TSM | Reduce 18% | 0.70% |
| CP | Reduce 17% | 0.10% |
| TME | Reduce 16% | 0.20% |
| EXPE | Reduce 16% | 0.00% |
| JFROG | Reduce 13% | 0.00% |
| EW | Reduce 11% | 0.00% |
| SHOP | Reduce 10% | 2.90% |
| MDT | Reduce 8% | 0.00% |
| WAB | Reduce 7% | 0.00% |
Tom's sector breakdown
How the top 10 positions are diversified across 4 sectors. Weighted by stated portfolio percentage.
Technology
3 positions · NVDA, AMZN, SHOP
39.5%
16.7% of AUM
Other
4 positions · NU, APP, CPNG, PDD
30.5%
12.9% of AUM
Communication
2 positions · SPOT, NFLX
16.3%
6.9% of AUM
Consumer Discretionary
1 position · MELI
13.7%
5.8% of AUM
Top holdings
| Ticker | Company | % Portfolio |
|---|---|---|
| NVDA | NVIDIA AI infrastructure core. | 6.8% |
 MELI | MercadoLibre LatAm e-commerce + fintech. | 5.8% |
 AMZN | Amazon.Com 20-year hold. Core position. | 5.7% |
 SHOP | Shopify 'A' Commerce platform. | 4.2% |
 SPOT | Spotify Technology SA | 4.0% |
 NU | Nu Holdings Ltd. | 3.6% |
 APP | AppLovin | 3.5% |
 CPNG | Coupang | 2.9% |
 NFLX | Netflix Inc | 2.9% |
 PDD | PDD Holdings Inc | 2.9% |
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Dividend tax by country
Estimate your withholding on cross-border dividends
Withholding rate
0%
Domestic (no cross-border)
Tax withheld
$0.00
You'd receive
$1000.00
Of $1000 gross
Source & treaty reference
Treaty: Domestic — no cross-border withholding
Citation: IRC §§ 1441–1446 (withholding applies to foreign persons; US residents not subject to WHT on US-source dividends)
U.S. residents receiving U.S.-source dividends: no cross-border withholding; taxed on return at qualified (0/15/20%) or ordinary rates.
Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.
Want Tom move-alerts?
One email per 13F filing. Summarizes every new position, exit, and trim.
Similar investors
Tracked managers whose top positions overlap with Tom's portfolio.
Per-quarter digests
What Tom Slater did, quarter by quarter
Full move-by-move breakdown for each of the last 8 filed quarters.
Data sourced from Baillie Gifford (Long Term Global Growth) 13F filings with the SEC. Approximate snapshot. Not investment advice.