Tom Slater · quarter digest
What Tom Slater did in Q4 2025
Baillie Gifford (Long Term Global Growth) filed 53 moves in Q4 2025: 3 new, 19 add, 26 trim, 5 exit.
13F filed 2026-02-14. Manager quality score: q8. Philosophy: Growth at scale. Patient capital. Asymmetric upside on transformational companies.
New positions · 3
Fresh money
MNSTMongoDB Inc
NEW·0.1% book·−10
ODFLOld Dominion Freight Line
NEW·0.0% book·+6
ZTSZoetis Inc
NEW·0.0% book·0
Adds · 19
Adding to conviction
ADD +20%·9.4% book·+16
“AI infrastructure conviction.”
ADD +12%·7.2% book·+5
“Building MercadoLibre.”
ADD +15%·4.7% book·−4
“Adding Shopify.”
NFLXNetflix Inc
ADD +912%·2.9% book·0
GOOGAlphabet Inc Class C
ADD +29%·1.0% book·−13
CSGPCoStar Group
ADD +57%·0.7% book·−9
GOOGLAlphabet Inc Class A
ADD +167%·0.5% book·−22
MSCIMSCI
ADD +22%·0.4% book·+22
TMOThermo Fisher Scientific
ADD +57%·0.4% book·−12
BNBrookfield Corp
ADD +45%·0.3% book·+16
FIGMAFigma Inc
ADD +94%·0.2% book·+6
QXOQXO
ADD +16118%·0.2% book·+1
ACNAccenture 'A'
ADD +49%·0.1% book·−6
BABAAlibaba Group Holding Sponsored ADR
ADD +99%·0.1% book·+33
YETIYETI Holdings
ADD +51%·0.1% book·+3
CRHCRH Plc
ADD +9%·0.0% book·−1
EQTEqt Corp
ADD +21%·0.0% book·−11
NVONovo Nordisk 'B' Adr 1:1
ADD +39%·0.0% book·−6
PFEPhilip Morris Intl
ADD +59%·0.0% book·−4
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Trims · 26
Taking chips off
TRIM -8%·6.8% book·−12
“Small Tesla trim — rebalancing.”
AMZNAmazon.Com
TRIM -7%·5.7% book·−13
METAMeta Platforms Inc
TRIM -17%·2.4% book·−4
MAMastercard Inc-Class A
TRIM -6%·0.7% book·+13
RYAAYRyanair ADR
TRIM -16%·0.7% book·−8
ELVElevance Health Inc
TRIM -9%·0.6% book·−6
BLOCKBlock Inc
TRIM -15%·0.5% book·−10
MEDPMedpace Holdings
TRIM -6%·0.3% book·−7
MCOMoody's Corp
TRIM -7%·0.3% book·+9
TSMTSMC ADR
TRIM -15%·0.3% book·+7
AAPLApple
TRIM -7%·0.2% book·−29
AVGOAutoZone
TRIM -40%·0.2% book·−5
EPAMEpam Systems Inc
TRIM -8%·0.2% book·−7
HDBHDFC Bank ADR
TRIM -16%·0.2% book·−11
ONOn Semiconductor Corp
TRIM -7%·0.2% book·−2
FASTFastenal
TRIM -22%·0.1% book·−7
INTUIntuit
TRIM -6%·0.1% book·−16
AMTAmerican Tower Corp REIT
TRIM -14%·0.0% book·−19
CPCanadian Pacific Kansas City Ltd
TRIM -32%·0.0% book·−10
EWEdwards Lifesciences Corp
TRIM -10%·0.0% book·−8
IRENIREN
TRIM -6%·0.0% book·+2
JFROGJFrog Ltd
TRIM -11%·0.0% book·−3
SBUXStarbucks Corp
TRIM -6%·0.0% book·−14
UNHUnitedHealth
TRIM -19%·0.0% book·−4
UPWKUpwork Inc
TRIM -13%·0.0% book·−6
WABWabtec
TRIM -18%·0.0% book·0
Exits · 5
Closed positions
CHEWYChewy Inc
EXIT·0.0% book·−9
BLDRBuilders Firstsource
EXIT·0.0% book·−1
EXPEExact Sciences
EXIT·0.0% book·−12
GRACOGraco
EXIT·0.0% book·−11
PYPLPayPal
EXIT·0.0% book·−21
Current top holdings
Tom Slater’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.