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Tim Campbell
BAILLIE GIFFORD & CO
Latest filing: 2026-03-31
Tim Campbell runs BAILLIE GIFFORD & CO and currently holds 271 stock positions, which is more than the average of 236 among the investors we track. The portfolio is valued at approximately $97.89B. Their top holdings are NVDA, AMZN, MELI, SPOT, NU. The top five represent 26.6% of reported portfolio weight. Tim Campbell ranks #969 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Tim Campbell initiated 2 new positions. They added to 34 existing positions. They trimmed 64 positions. Their current best-performing preview position is AEHR with returns of +83.66%.
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271 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA | 7.26% | $11.87 | $192.53 | +1,521.99% | Trimmed -7.11% |
 AMZN Amazon.Com | 5.98% | $25.68 | $228.04 | +788.01% | Trimmed -4.41% |
 MELI MercadoLibre | 5.71% | $472.16 | $1,854.00 | +292.66% | Trimmed -7.13% |
 SPOT Spotify Technology SA | 4.07% | $153.45 | $511.12 | +233.09% | Trimmed -1.36% |
 NU Nu Holdings Ltd. | 3.62% | $9.12 | $14.23 | +56.03% | Trimmed -4.16% |
 SHOP Shopify 'A' | 3.52% | $31.91 | $129.61 | +306.17% | Trimmed -7.00% |
 NET Cloudflare Inc | 3.36% | $49.58 | $265.27 | +435.03% | Trimmed -5.35% |
 SE Sea Ltd ADR | 3.35% | $77.99 | $107.41 | +37.72% | Added +2.31% |
 PDD PDD Holdings Inc | 2.96% | $69.62 | $87.50 | +25.68% | Trimmed -8.63% |
 APP AppLovin | 2.72% | $321.91 | $406.31 | +26.22% | Added +8.66% |
Showing 1-10 of 271