Tom Slater · quarter digest
What Tom Slater did in Q2 2025
Baillie Gifford (Long Term Global Growth) filed 41 moves in Q2 2025: 6 new, 8 add, 22 trim, 5 exit.
13F filed 2025-08-14. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 6
Fresh money
DGDollar General Corp
NEW·0.3% book·−4
MSCIMSCI
NEW·0.2% book·+22
ACNAccenture 'A'
NEW·0.1% book·−6
EPAMEpam Systems Inc
NEW·0.1% book·−7
AERAerCap Hdgs
NEW·0.0% book·−8
ABNBAirbnb Inc
NEW·0.0% book·+1
Adds · 8
Adding to conviction
APPAppLovin
ADD +21%·1.7% book·−14
UBERUber Technologies
ADD +86%·0.3% book·+13
FASTFastenal
ADD +13%·0.1% book·−7
INTUIntuit
ADD +8%·0.1% book·−16
MEDPMedpace Holdings
ADD +12041%·0.1% book·−7
NYTNew York Times Co
ADD +7%·0.1% book·+4
VRTXVertex Pharmaceuticals Inc
ADD +58%·0.1% book·0
PFEPhilip Morris Intl
ADD +34%·0.0% book·−4
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Trims · 22
Taking chips off
MELIMercadoLibre
TRIM -7%·6.9% book·+5
SPOTSpotify Technology SA
TRIM -11%·5.5% book·−8
SHOPShopify 'A'
TRIM -32%·3.3% book·−4
METAMeta Platforms Inc
TRIM -7%·3.0% book·−4
PDDPDD Holdings Inc
TRIM -14%·2.7% book·−12
MSFTMicrosoft
TRIM -14%·2.2% book·+2
DASHDoordash Inc
TRIM -25%·1.7% book·−3
RYAAYRyanair ADR
TRIM -17%·0.7% book·−8
TSMTSMC ADR
TRIM -9%·0.4% book·+7
WDAYWorkday Inc
TRIM -71%·0.3% book·−19
TMETencent Music Entertainment ADR
TRIM -17%·0.2% book·−13
AAPLApple
TRIM -8%·0.1% book·−29
YETIYETI Holdings
TRIM -63%·0.1% book·+3
CRHCRH Plc
TRIM -30%·0.0% book·−1
EXPEExact Sciences
TRIM -6%·0.0% book·−12
HIMSHershey Foods Corporation
TRIM -30%·0.0% book·−9
JFROGJFrog Ltd
TRIM -8%·0.0% book·−3
NAYAXNayax Ltd
TRIM -71%·0.0% book·−9
NVONovo Nordisk 'B' Adr 1:1
TRIM -26%·0.0% book·−6
SBUXStarbucks Corp
TRIM -10%·0.0% book·−14
UPWKUpwork Inc
TRIM -22%·0.0% book·−6
XYLEMXylem
TRIM -100%·0.0% book·−12
Exits · 5
Closed positions
ESTCElastic
EXIT·0.0% book·−7
ROKURoku
EXIT·0.0% book·−9
SITESiteOne Landscape Supply
EXIT·0.0% book·−12
CXCemex ADR
EXIT·0.0% book·−12
IBPInstalled Building Products
EXIT·0.0% book·−13
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.