Tim Campbell 13F Portfolio
Tim Campbell runs BAILLIE GIFFORD & CO and currently holds 273 stock positions, which is more than the average of 232 among the investors we track. The portfolio is valued at approximately $110.23B. Their top holdings are SPCX, NVDA, AMZN, MELI, SE. The top five represent 29.4% of reported portfolio weight. Tim Campbell ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, Tim Campbell initiated 3 new positions. They added to 23 existing positions. They trimmed 74 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
Portfolio Value
$110.23B
Alpha Score
9.5
#0 of 1000
Holdings
273
Tim Campbell Current 13F Holdings
Reported holdings from BAILLIE GIFFORD & CO's latest SEC 13F filing, ranked by portfolio weight.
273 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
SP SPCX Space Exploration Technologies Corp | 7.97% | $170.86 | $148.58 | -13.04% | New Buy |
 NVDA NVIDIA | 7.60% | $16.99 | $217.94 | +1,182.75% | Added +2.80% |
 AMZN Amazon.Com | 5.82% | $25.68 | $253.10 | +885.59% | Trimmed -4.18% |
 MELI MercadoLibre | 4.68% | $472.16 | $1,680.51 | +255.92% | Trimmed -5.96% |
 SE Sea Ltd ADR | 3.34% | $77.99 | $74.75 | -4.15% | Trimmed -3.14% |
 SPOT Spotify Technology SA | 3.30% | $153.45 | $555.23 | +261.83% | Trimmed -3.53% |
 NET Cloudflare Inc | 3.25% | $49.58 | $327.82 | +561.19% | Trimmed -8.33% |
 APP AppLovin | 3.03% | $321.91 | $262.82 | -18.36% | Trimmed -3.41% |
 SHOP Shopify 'A' | 2.94% | $31.91 | $165.81 | +419.62% | Trimmed -2.13% |
 NU Nu Holdings Ltd. | 2.79% | $9.12 | $12.41 | +36.07% | Trimmed -6.75% |
Showing 1-10 of 273