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the top five stocks in Stanley drunken Miller's portfolio hey everyone welcome back to our Channel where we discuss everything about finance and investing today we're going to talk about Stanley drunkenmiller investors have long admired Stanley drunken Miller for successful Investments and many have looked him for insight into what stocks to buy in this video we'll take a look at the top 5 stocks instantly drunkenbuilders Holdings and discuss why they may be beneficial Investments for you before we continue make sure you like comment and subscribe to stay up to date on our future videos number five coming in at number five T-Mobile us Inc T-Mobile us Inc NASDAQ tmus T-Mobile us Inc is a leading Global Wireless telecommunications provider that serves more than 8 million customers in the United States and Puerto Rico Stanley drunkenmiller has included T-Mobile in his portfolio since April 2020 when the company announced its merger with Sprint after selling off a quarter of his T-Mobile us ink Holdings during Q2 2022 drunken Miller was adding to the drunken Miller was adding to the position in Q3 raising it by seven percent to 719 000 17 shares hedge fund ownership of T-Mobile has remained steady for over two years with the stock hovering around the 30 most popular stocks among hedge funds throughout that time investors have welcomed the merger of T-Mobile and Sprint which will create a larger and stronger carrier capable of taking only two biggest players in the industry Verizon and at T the new company is also expected to introduce a faster 5G Network and additional services such as advanced home internet access the combined company will be able to leverage its strengths to offer better service and prices to customers T-Mobile us Inc is one of it's one of the rare large cap stocks having a banner year being up by 31 year-to-date as its costly integration with Sprint nears its conclusion and the fruits of that deal begin to sweeten T-Mobile us Inc is prepared to aggressively redeploy its growing wealth to shareholders telling investors that it plans to spend 60 billion dollars their way between 2023 and 2025.
given that about half of its Shares are held by duche Telecom Ag and SoftBank and are essentially off the market that buyback initiative could have an even more significant impact on the company's share price than it otherwise might number four Chevron Corporation NYSC CVX Chevron is an integrated Energy company with operations in more than 180 countries worldwide it focuses on the exploration and production refining marketing and transportation of oil and gas products with 68 hedge fund shareholders Chevron has a broad product portfolio Leo that includes traditional and alternative energy sources such as oil gas renewable energy petrochemicals and lubricants its wide array of products and services makes it one of the largest integrated oil companies in the world it is also a global leader in developing and producing Advanced Technologies to produce more efficient cleaner and safer Energy Solutions Chevron Corporation is another stock that did well in 2022 getting 46 percent so it's not surprising to see drunken Miller do some profit taking from the holding as a part of drunken Miller's portfolio drunken Miller cut his stake in Chevron Corporation NYSE CVX by 17 during Q3 one of only two positions in his top ten whose size was lowered during the quarter his family office owns 690 295 CVX shares on September 30th 2022 hedge fund ownership of CVX has risen during five of the last quarters to hit an all-time high on September 30th chevron's free cash flow ballooned at 29 million dollars during the first nine months of 2022 more than double what it earned during the corresponding period of 2021.
number three Amazon Inc NASDAQ amzm Amazon is an American Technology Giant and one of the largest online retailers in the world it offers a wide range of products and services from books and movies to home appliances and more Amazon has been growing steadily over the years thanks to its focus on customer experience Innovative technology and low pricing amazon.com Inc was another new addition to drunkenmiller's 13f portfolio during Q3 2022 with the money manager taking advantage of weakness in the stock to build a position of 906 250 shares Amazon shares have lost 48 of their value over the last year and have continued to sink in Q4 dropping another 17 it could be said that drunkenbillard traded Microsoft primarily for another Ai and Cloud Powerhouse in amazon.com as he sold off about 120 million dollars worth of msft shares and spent most of those proceedings building a large Amazon position investors have fled Amazon shares due in part to the company's plunge from profitability in 2021 back to a loss in 2022 weakening demand in 2022 coupled with a company's exuberant growth initiatives during the pandemic boom led to some over capacity that Amazon is now in the process of correcting the company is slashing as many as 20 000 jobs in a bid to return to profitability in 2023 number two Eli Lilly and Company NYSE LLY Eli Lilly and Company is an American pharmaceutical company that was founded in 1876.
it's one of the largest drug manufacturers in the world it has a strong presence in the United States and Europe Stanley drunkenbiller has been investing in Eli Lilly since 2007 when he added it to his portfolio daily drunken Miller's position in Lily is currently worth 244 million dollars that's 11.64 of their entire Equity portfolio drunken Miller steak and Eli Lillian company was raised by 64 percent during Q3 hitting 484 895 shares by the end of the quarter the investing icon first added LLY to his family's office 13f portfolio during Q2 a quarter in which there was a huge jump in hedge fund ownership of the stock the bigger push into Eli Lillian company is paying off for drunken Miller as the stock has gained 14 in Q4 to push its year-to-date gains to 36 percent Eli Lily's growth isn't particularly exciting as the company grew Revenue by just two percent to 6.9 billion during Q3 Eli Lilly has a diversified portfolio of products ranging from treatments for diabetes cancer and other serious illnesses to Animal Health and biosimilars they are also actively involved in the development of new drugs through their pipeline of research products the clearbridge global growth strategy believes investors are undervaluing the market potential that Eli Lillian companies diabetes drugs like Manjaro have as it discussed in its Q3 2022 investor letter and at number one cupang Inc NYSE cpng stealing drunken Miller's top stock for the seventh straight quarter is coupon Inc of which his family office owns 19.4 million shares of at 18.4 percent drunken Miller's firm has more than twice the 13 F exposure to cupang as it has to any other stock it's also the most exposure it has to the stock since the fourth quarter of 2021.
daily drunkenmiller has placed a substantial amount of his portfolio in cupang Inc the South Korean e-commerce giant is the largest online retailer in the country and was founded by bomb Kim back in 2010. the company has grown to an incredible rate and now serves more than 50 million customers worldwide kupang is on track to reach 30 billion dollars in Gross merchandise volume gmv this year and recently announced plans to expand into the U.S market this makes cupang one of the most exciting and potentially profitable investments in drunkenboards portfolio the stock has performed strongly in recent months and currently trades around 119 dollars you pay Inc has a rally quite a bit from its 2022 low Point gaining 93 since May 9th and that could be just the beginning of the fastest growing South Korean e-commerce company upang is not only growing customers at a steady rate level percent in Q3 but boosting the revenue derived from each customer at an average greater rate 19 percent the company is still losing money but its margins are improving quickly which could push it to profitability before long so those were Stanley drunken Miller's top five stock Holdings as you can see all of these stocks have strong fundamentals and are expected to continue their upward trajectory however it's important to note that these stocks may not be suitable for everyone and investors should always conduct their own research before making any investment decisions that's all for today's video thank you so much for watching if you found this video helpful please give it a thumbs up and subscribe to our channel for more videos just like this see you in the next one
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