Tom Slater · quarter digest
What Tom Slater did in Q2 2024
Baillie Gifford (Long Term Global Growth) filed 43 moves in Q2 2024: 6 new, 13 add, 18 trim, 6 exit.
13F filed 2024-08-14. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 6
Fresh money
GRABGrab Holdings
NEW·0.1% book·−5
VRTXVertex Pharmaceuticals Inc
NEW·0.1% book·0
GRAILGRAIL Inc
NEW·0.0% book·−8
INTCIntel Corporation
NEW·0.0% book·−12
MEDPMedpace Holdings
NEW·0.0% book·−7
PAYCPaycom Software
NEW·0.0% book·−1
Adds · 13
Adding to conviction
NVDANVIDIA
ADD +697%·7.9% book·+16
NUNu Holdings Ltd.
ADD +10%·1.9% book·−11
BLOCKBlock Inc
ADD +46%·0.5% book·−10
UNHUnitedHealth
ADD +1125%·0.4% book·−4
AVGOAutoZone
ADD +2715%·0.3% book·−5
AURAurora Innovation Class A Common
ADD +78%·0.2% book·−5
AAPLApple
ADD +14%·0.1% book·−29
BANDBandwidth
ADD +41%·0.0% book·−5
BKNGBooking Holdings Inc
ADD +44%·0.0% book·−14
CALIXCalix Inc
ADD +58%·0.0% book·−6
CARGCarmax Inc
ADD +26%·0.0% book·−15
KOCoca Cola
ADD +6%·0.0% book·−7
NVONovo Nordisk 'B' Adr 1:1
ADD +69%·0.0% book·−6
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Trims · 18
Taking chips off
SPOTSpotify Technology SA
TRIM -25%·4.0% book·−8
SHOPShopify 'A'
TRIM -10%·2.9% book·−4
TSLATesla Inc
TRIM -20%·2.2% book·−12
MCOMoody's Corp
TRIM -25%·0.8% book·+9
TSMTSMC ADR
TRIM -18%·0.7% book·+7
CXCemex ADR
TRIM -29%·0.2% book·−12
TMETencent Music Entertainment ADR
TRIM -16%·0.2% book·−13
XYLEMXylem
TRIM -25%·0.2% book·−12
CPCanadian Pacific Kansas City Ltd
TRIM -17%·0.1% book·−10
AMTAmerican Tower Corp REIT
TRIM -23%·0.0% book·−19
CRHCRH Plc
TRIM -41%·0.0% book·−1
EWEdwards Lifesciences Corp
TRIM -11%·0.0% book·−8
EXPEExact Sciences
TRIM -16%·0.0% book·−12
JFROGJFrog Ltd
TRIM -13%·0.0% book·−3
MDTMedtronic
TRIM -8%·0.0% book·−12
UPWKUpwork Inc
TRIM -19%·0.0% book·−6
WABWabtec
TRIM -7%·0.0% book·0
ZUORAZuora Inc Class A
TRIM -37%·0.0% book·−7
Exits · 6
Closed positions
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.