In this piece, we will look at the stocks that Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed President Trump’s threat to impose 35% tariffs on Canada. Commenting on whether the markets were under-reacting to the news, Cramer shared how Trump’s announcements stood in relation to market movements:
“Well I just think that we’ve got this situation mentioned in a nightly news report where he just said, look, the market doesn’t mind. It does seem like you’ve got some sort of Treasury, Bessent [inaudible]. The President waits the markets all the way up, President then whams Canada. I got to tell you, Carny, obviously not a fan favorite there in the White House. Very left wing. . .The fact is David, the President when he’s riding high, meaning the market, he really tends to lash out in a way I think we’re not used to.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on July 11th.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
10. Levi Strauss & Co. (NYSE:LEVI)
Number of Hedge Fund Holders In Q1 2025: 33
Levi Strauss & Co. (NYSE:LEVI) is one of the most well-known apparel companies in America. Its shares have gained 26% year-to-date, helped by an 11% jump in July. Levi Strauss & Co. (NYSE:LEVI)’s stock soared after the firm’s fiscal second quarter earnings report saw it guide 1.5% midpoint 2025 revenue growth, which was higher than the 1.5% drop that the firm had forecast earlier. Cramer’s previous remarks about the firm praised it before the earnings report was released. Here’s what he said on Friday:
“Look we saw it last night, Michelle Gass told me at Levi, look we’re gonna be able to overcome it cause they have, they can take price cause Levi’s is a great brand.
“Michelle Gaus is doing a great job, now a lot people say who wouldn’t cause its denim. Give me a break. She’s cut the number of SKUs. She got rid of Dockers, Europe is going double-digit. They are in the sweet spot, so the tariffs didn’t even matter. Sells at 16 times earnings. It goes higher. It’s just a great story.”
This wasn’t the first time Cramer had praised Gass. Back in April, he commented:
“She’s trying to figure out what to do where. But what matters is they have tremendous organic growth. Management reiterated their earnings per share guidance of $1.20, $1.25. Our friend Matt Boss has a terrific piece out saying it’s the early innings. Upgrades to overweight. Don’t forget they have a 3.8% yield. And denim is doing incredibly well. And you come into stocks at 10 times earnings. This is the kind of thing that I like. Stock that is just being crushed where the fundamentals are actually improving. And there are enough out there that you just have to find them. So I like Levi Strauss very much. And look, I think that their direct-to-consumer initiative is very strong.”
9. Conagra Brands, Inc. (NYSE:CAG)
Number of Hedge Fund Holders In Q1 2025: 39
Conagra Brands, Inc. (NYSE:CAG) is a food products company, which, like its peers, has struggled on the stock market in 2025. The firm’s shares have lost close to 30% in 2025 and are down by 10% over the past month. Conagra Brands, Inc. (NYSE:CAG)’s latest share price dip came in July after the stock fell by 4.4% after the firm’s fiscal fourth quarter earnings report. The result saw it miss analyst EPS and revenue estimates of $0.58 and $2.83 billion by posting $0.56 and $2.78 billion. Conagra Brands, Inc. (NYSE:CAG) also missed analyst fiscal 2026 guidance by a wide margin as its midpoint EPS of $1.775 was nowhere close to the $2.18 analysts had penciled in. The miss was due to tariffs, and here’s what Cramer said:
“Overlooked was the Conagra, which does not have great brands historically had to eat the tariff on tin cans and their inflation rate’s gonna be 7% and that’s why that stock got so many different price target cuts.
“No, no that was a call which just said look out for next week’s CPI. It’s gonna be bad.”
Previously, Cramer mentioned that Conagra Brands, Inc. (NYSE:CAG) was removing dyes from its products:
“Conagra, and . . . Nestle, are all taking the dyes out. The synthetic dyes.”
8. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q1 2025: 212
NVIDIA Corporation (NASDAQ:NVDA) is the world’s premier AI company. June and July have been great months for the stock as they have enabled the firm to once again become the most valuable company in the world. Cramer is an ardent believer in NVIDIA Corporation (NASDAQ:NVDA)’s potential and the promise of robots. His latest comments revolved around these themes as well:
“There’s a man. And that man met with the President yesterday. Jensen. And what he stands for is two things. Accelerated computing and generative, which is incredibly deflationary. Not in the numbers yet. You want to see something in the numbers? David, you go and see the Norwegian robots. The Norwegian robots. . .you go see those robots. I’ve got to tell you. Andy Jassy told me maybe 2030, but these are the most deflationary things I have seen because they can make your bed, they can put the dishes away. They save a lot of marriages, by the way.
“The point of it is that Jensen has said, robots have to be exactly like people because when you ask them to tasks, they have to know where they have to put the dishes away, they have to be like a human. So the robots that I saw, even have human faces. . .but I’ve got to tell you, we’re all gonna have one. We’re gonna rent them first, except for the oligarchs, they’re gonna own as many as possible. The fact that this is actually true is quite scary. But these, hey, are replacing people.. . Jensen would tell you, because we have low birth rate and no immigration, these are our savior. But I can tell you, the deflation that’s coming, from the robots and from the computer programs, just, tin can on the one end, wages. We’re gonna be in a deflationary spiral David that you gotta fight to get out of.”
Previously, the CNBC TV host remarked on how NVIDIA Corporation (NASDAQ:NVDA)’s CEO is changing the world:
“The real Jensen deserves everything. And people don’t understand this man’s changed the world and it’s not just AI. It’s rapid computing. Okay. The faster you are in accelerated computing, the more things you can do. And this is the man that made it so that we’re gonna have robots that make our beds and clean our toilets instead of him. . .Don’t forget when CoreWeave was struggling with its deal, what did he do? He came in and said listen I’ll buy as much CoreWeave as possible. Now, it was viewed as a charity mission. But he bought it at 40. This man is so smart. Does he ever make you feel that you’re dumb? No, he makes you feel that you’re smart.”
7. Banco Santander, S.A. (NYSE:SAN)
Number of Hedge Fund Holders In Q1 2025: 18
Banco Santander, S.A. (NYSE:SAN) is one of Cramer’s favorite European and banking stocks. The shares have gained 89% year-to-date, and the CNBC host had started to express his optimism in January, well before the recent share price movement. Banco Santander, S.A. (NYSE:SAN)’s stock has benefited from an overall growing interest in European markets due to uncertainty in America and from strong earnings. Cramer’s previous comments have praised the firm’s Ana Botin, and he kept the praise this time too:
“Okay so David, there’s another bank, European bank, not a loser. . . .Banco Santander, Ana Botin, stock’s up 88%. Uh Jamie’s up 20%. Well, which would you rather own?
“[On whether he continued to be positive on the stock despite nearly 90% in gains] Cause she’s reinvented the bank. She just went really big into the UK, she’s making these small acquisitions. Look it’s a 127 billion dollar market cap, it dominates in all parts of Latin America, no one talks about it, it’s been a huge home run and you got a great yield. And I just think that Spain, I should tell you that Spain is not necessarily the most capitalist of countries, but I don’t think she’s a loser. I think Jamie Dimon should have asterisked it.”
Earlier, he shed light on some of the driving factors behind the shares:
“Long time Cramer fave, Banco Santander, which is the second-best performing in the index (IBEX 35), up almost 52% for the year. Hey, by the way, Santander’s American Deposit Receipts, SAN for you home gamers, are up almost 50% since we last spoke to Executive Chair Ana Botín back in October. Due to an embrace of technology and a knowledge of the consumer worldwide, Botín has built a powerhouse that’s the envy of Europe. They just did a really smart transaction in Poland last week… Many reasons I’m partial to Santander, symbol, SAN.”
6. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders In Q1 2025: 328
Amazon.com, Inc. (NASDAQ:AMZN), one of the world’s largest eCommerce retailers, has recently started to become a regular feature on Cramer’s morning show. The CNBC host recently interviewed the firm’s CEO, Andy Jassy, and since then, he has discussed Amazon.com, Inc. (NASDAQ:AMZN) on nearly every Squawk on the Street appearance. Cramer’s latest remarks revolved around the firm’s Prime Day and Morgan Stanley’s pre-earnings coverage:
“I want to go away from Amazon Prime. A lot of people are saying it’s good, a lot of bad. There was an excellent piece by Morgan Stanley, that it’s not about Prime. It’s not about retail. It’s about Amazon Web Services, which you have long reminded me is really where the money is. What I thought that was interesting was, they’re saying that Azure’s got good numbers that could be harbinger for Amazon’s numbers. But they said the latest CIO survey shows that Amazon is gaining over Microsoft, Google, and Oracle. And then they even say, now I don’t know how important this really is, but non-Anthropic AWS growth speaks to the strength of the business. And Anthropic growth is going to be good. Now Anthropic, they’re mistaken. But David, what they’re really saying is that part that you really should be concerned about is not is not Prime. It’s web services. And the web service could be better. And because of that, that you really are looking at lower estimates. And they could beat those estimates. . . .And I thought that was interesting because this is the one, that I think a lot of people say, you know what, Jassy hasn’t done as well as the other guys. . .but I think Jassy’s doing well and I think that web services is really doing well.
“By the way, the Alexa Plus is going to be a big rollout in the fall. So they’re doing some things I think people aren’t including in the positive story about Amazon.”
Previously, Cramer discussed Amazon.com, Inc. (NASDAQ:AMZN)’s shares and the Alexa assistant:
“Two things I want to emphasize. I don’t believe in the death cross and the golden cross. They never made me any money. And I’m not going to buy, I wanna buy Amazon because I think that the, I check Prime every minute, and I’m seeing more and more deals. I mean people, if you don’t check Prime every four hours, I don’t know what your problem is. I mean you’re not American.
“Plus I think Alexa Plus. . .she’s amazing. She knows classical, I mean she knows the difference between Jupiter symphony and like the Red Eye Jupiter. I mean she’s like smart. . .well now they got rid of Alexa’s voice, you can get any voice you want.”
5. Netflix, Inc. (NASDAQ:NFLX)
Number of Hedge Fund Holders In Q1 2025: 150
Netflix, Inc. (NASDAQ:NFLX) is the largest video streaming company in the world. It is one of Cramer’s top stocks in the media space due to a vast subscriber base, which has left traditional media rushing to catch up. Netflix, Inc. (NASDAQ:NFLX)’s shares have gained 40% year-to-date as robust earnings reports, which solidify its lead in the media industry, have helped the stock. In his previous remarks, Cramer has asked viewers to give the firm the benefit of the doubt in the wake of analyst downgrades. Here are his recent thoughts:
“And the web service could be better. And because of that, that you really are looking at lower estimates. And they could beat those estimates. Now I was going to talk about same thing we feel about Netflix next week, there’s this, an overwhelming sense that the estimates got too low.”
Previously, the CNBC host discussed Netflix, Inc. (NASDAQ:NFLX) stock being downgraded by analysts:
“This morning, we saw a host of valuation downgrades in part because this market’s been so fantastic, at least until today. The most glaring, a firm called Seaport Research Partners downgraded Netflix to Neutral after a fantastic run. Listen to this, ‘We believe that plenty of the long-term opportunity set is factored into the shares at this price, and the company needs time to execute against the expectations in advertising, aggregating, launching experiences, and expanding share again.’
Now, the risks mentioned, they’re substantial, but Netflix has shown time and again that it can pull these things off. I think the company deserves the benefit of the doubt. If Netflix succeeds, and I bet they will, anyone who listens to this downgrade will miss another big move…
Some stocks deserve the benefit of the doubt. With Netflix, CrowdStrike, and Wells Fargo, you’re buying into franchises with excellent bona fides and very smart CEOs. I’d much rather stick with these winners than sell them on valuation worries. I just don’t think you’ll be able to get back into such high-quality stocks at an easy-to-find lower level.”
4. US Foods Holding Corp. (NYSE:USFD)
Number of Hedge Fund Holders In Q1 2025: 67
US Foods Holding Corp. (NYSE:USFD) is one of the largest food distribution companies in America. It is one of the few companies in its group whose shares have gained year-to-date. US Foods Holding Corp. (NYSE:USFD)’s stock is up by 19.5% so far as the firm has benefited from strong earnings performance and optimistic analyst sentiment. US Foods Holding Corp. (NYSE:USFD)’s shares also gained in July after a Bloomberg report claimed that the firm was going to acquire Performance Foods. The combined entity could have $100 billion in revenue, and here’s what Cramer said:
“15 billion dollar company. 15 billion. . .This could be US Foods. This could be US Foods. The same company.”
Artisan Partners mentioned US Foods Holding Corp. (NYSE:USFD) in its Q1 2025 investor letter. Here is what they said:
“Notable adds in the quarter included CCC Intelligent Solutions and US Foods Holding Corp. (NYSE:USFD). US Foods stands as the second-largest food distribution company in the US, catering to independent restaurants, national chains, health care providers and hospitality venues. Historically fragmented, the food distribution industry has consolidated into three dominant players, driven by strategic M&A, procurement efficiencies, private label expansion and technological advancements. US Foods leads the industry with best-in-class asset and inventory turnover metrics, reflecting exceptional productivity. We believe the company is well positioned to achieve continued margin growth through several self improvement initiatives, including a new warehousing operating and management system, advanced routing, flexible scheduling, small truck service expansion, warehouse automation and enhanced vendor rebate programs. By following through on these operational enhancements, we believe US Foods is poised to strengthen its competitive edge, drive higher profitability and reinforce its standing as an industry leader. During Q1, the company reported thesis affirming earnings results, including 14% earnings growth, and we added to the position.”
3. Kenvue Inc. (NYSE:KVUE)
Number of Hedge Fund Holders In Q1 2025: 52
Kenvue Inc. (NYSE:KVUE) is a consumer goods company whose shares are flat year-to-date. Since the start of June, its shares have lost 9.8% after its CEO warned that consumers were pulling back on spending, which could lead to slow second-quarter sales. However, July 14th turned out to be a great day for the shares as they gained 5.4% in premarket after the firm announced that its CEO would leave. Cramer’s remarks were made on Friday, and he maintained that Kenvue Inc. (NYSE:KVUE) has some great brands that it can leverage for better sales:
“It’s down like 20 bucks now. . .they’re not doing as well as I’d like.
“They have good brands. They have really good brands.”
The CNBC host discussed Kenvue Inc. (NYSE:KVUE) in detail in March. Here’s what he said:
“I am more in favor of Kenvue than I was yesterday, David. Appreciate you coming in early to do that one. But no, this is a good example.”
“Don’t you think that there is a belief with adjustment that there’s not a lot of urgency here. That they’ve kind of been taking their time at the same time this could be a tremendous consolidator of all these companies that have been spun off that really all have their own boards and the administrative stuff. You really don’t want that. When you’re selling into Amazon, direct-to-consumer, you’re selling into clubs, that’s where you sell this stuff. Now Larry Merlo, chairman of the board, he comes from CVS, but he is there. I thought that both Hofstetter and Mann, sounded like total hitters. . . And I have more respect for Jeff Smith than, I mean Jeff Smith will come on the board with a real plan. And I think if they don’t go with the plan, I think that there could be a change . . .”
2. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holders In Q1 2025: 96
The Boeing Company (NYSE:BA)’s shares have been performing well in 2025 after dropping by double-digit percentages last year. The stock has gained 32% year-to-date as the firm’s production woes and aircraft delivery constraints have gradually started to dissolve. As we’ve settled in 2025, The Boeing Company (NYSE:BA)’s shares were nearly dealt with another setback after an Air India aircraft crashed and led to nearly all passengers on board dying. Discussing the tragedy, Cramer commented:
“I thought that should have gotten much more publicity. There are a lot of people who sold Boeing on that. Even though the 787 has arguably been the safest, safest plane in history. What you read in those stories is really convoluted but I can’t even imagine how it happened. It’s almost, it’s not sabotage, it’s not. . .that’s a great airline, I mean I was very surprised. We need to know more on that. That’s a to be continued. I think Boeing’s a great buy off of that. I thought Boeing would be up five. Ortberg’s doing a great job.”
Previously, the CNBC host commented on The Boeing Company (NYSE:BA)’s recent share price performance:
“Look I mean we want to be able to get that short end, We have a lot of breakouts, CAT’s breaking out, Boeing has been breaking out. It’s a furious breakout. These are retail names, these are not institutional names.”
1. Tapestry, Inc. (NYSE:TPR)
Number of Hedge Fund Holders In Q1 2025: 73
Tapestry, Inc. (NYSE:TPR) is a luxury apparel company whose shares have managed to withstand the broader pessimism in the retail and apparel sector. The stock is up by 49.9% year-to-date, with all these gains attributable to the 62% jump since early April. Tapestry, Inc. (NYSE:TPR)’s shares have gained due to several tailwinds such as robust earnings performance, which saw the firm raise its full-year revenue and EPS guidance to $6.95 billion and $5 in May. Cramer is impressed by Tapestry, Inc. (NYSE:TPR)’s performance, as he remarked:
“Now Tapestry’s the best story in the industry because of Coach being on fire. I know that Birkin went for a lot of money. That seems like to me like a [inaudible] but the Coach is doing incredibly well. And Ralph Lauren is doing well. We’ve got companies that I think can withstand the tariff.
“Wow, that company’s so well run. They don’t promote themselves. Here we are again. Here we are again. Another all-time high. 20 billion, I know that it’s not that big.”
Previously, Cramer commented that weakness in Tapestry, Inc. (NYSE:TPR) was simply due to the zeitgeist:
“And Tapestry today. . .that’s just zeitgeist. That’s just people saying well look I. . .we’re pulling back, I’m going to get away from these uh expensive so to speak, apparel companies. And they’re not that expensive. But, it does, it’s worrisome, because no one can come out and say, hey listen, that’s not true. You have a zeitgeist moment that is really affecting everything. It’s a shame. Doesn’t have to be this way.”
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