In this article, we will discuss Jim Cramer Stock Portfolio: Top 10 Stock Picks.
Markets rebounded sharply on Monday after President Donald Trump announced a pause in strikes against Iran and said the US was engaged in talks with Tehran. Just hours earlier, investor sentiment was extremely negative as markets awaited the end of Trump’s 48-hour deadline for Iran to reopen the Strait of Hormuz or face “obliteration” of its power plants.
Jim Cramer, during his Friday’s program on CNBC, had told investors that the markets were in oversold territory and were set to bounce back. He said the outcome of the risks worrying the market may not matter much because once sentiment turns extremely bearish, it often creates a buying opportunity, as any positive news can trigger a rebound.
“The market got so oversold, so negative that it really doesn’t matter what happens,” Cramer said. “Things turn around. How can I be so sure that today’s afternoon rebound can continue? I can’t, but all I have is history. I like history though, because it holds up and I got sentiment well, at least as well as it can be measured.”
Cramer talked about oscillators that measure market sentiment and said extreme readings often signal a reversal. When bearishness becomes widespread, there are fewer sellers left, increasing the chances that investors will return to stocks on any positive news, he said. Cramer did not limit himself to theory and said he bought two stocks he had been watching for some time, taking the recent downturn as an opportunity.
“As a rule, you have to buy something. When the oscillator gets this oversold, you do. And that’s why we did some buying for the charitable trust,” Cramer said.
For this article, we first scanned Jim Cramer’s Charitable Trust’s portfolio holdings available on CNBC’s website and picked 10 stocks that have the highest number of hedge fund investors. For hedge fund data, we used Insider Monkey’s proprietary database. 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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
10. Advanced Micro Devices Inc. (NASDAQ:AMD)
Number of Hedge Funds: 132
Jim Cramer isn’t as enthusiastic about Advanced Micro Devices Inc. (NASDAQ:AMD) as he is for Nvidia, but the stock remains in his Charitable Trust’s portfolio. Over the past few months, Cramer has regularly praised CEO Lisa Su, noting that Advanced Micro Devices Inc. (NASDAQ:AMD) is well-positioned to grow despite competition from Nvidia, thanks to strong chip demand.
Here is how Cramer praised Su in October:
“In 2014, she came in. Advanced Micro Devices Inc. (NASDAQ:AMD) was worth $2.5 billion and now it’s worth $400 billion. And it’s up again today. She stayed in PC. She moved aggressively into the data center. Lisa Su is one of the greatest executives of all time. I mean, there was a period where she was telling me, ‘Look, Jensen’s way ahead.’ But now she’s saying, ‘Look, the gap is closed.’ Congratulations Lisa Su.”
In a separate program, Cramer again praised Su. Here is what he said:
“You know what, if I didn’t own NVIDIA, I most certainly would. It is a dog fight, and Lisa Su is fabulous,” Cramer recently said. Read his detailed comments here.
White Falcon Capital Management stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its fourth quarter 2025 investor letter:
“The top 5 positions for the White Falcon portfolio are precious metal royalty companies, AMD, NFI Group, EPAM, and Nu Holdings. Advanced Micro Devices, Inc. (NASDAQ:AMD) designs a broad range of digital semiconductors serving PCs, gaming consoles, and data centers, including the rapidly expanding AI market. Under CEO Lisa Su, the company was pulled back from the brink of bankruptcy and reshaped into a high‑performance computing leader. Over the past decade, AMD has steadily taken market share from Intel and emerged as a credible No. 2 in GPUs behind Nvidia. Given AMD’s volatility, we initiated a position in November 2022 and added to it again in April 2025. Management has guided to approximately $10 in Earnings per share (EPS) for FY2027E and more than $20 in EPS by 2030E. If the company delivers on these targets, then it should be a $400+ stock in a few years which is roughly 75% higher than current levels.”
9. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Funds: 137
Jim Cramer has long been a believer in Eli Lilly and Company (NYSE:LLY). In November, he said on CNBC that the company is likely to hit the $1 trillion market cap milestone amid its weight-loss pill catalyst. LLY is a key part of Jim Cramer stock portfolio for 2026.
Eli Lilly and Company (NYSE:LLY) is preparing to launch its new oral obesity drug, orforglipron, in the United States as early as the second quarter of this year, subject to FDA approval, according to a Reuters report.
“This pill that they have, GLP-1, the idea that you’ll just be able to get it for weight loss, not comorbidity. People are beginning to realize maybe this thing is worth far more,” Cramer said in November. “Eli Lilly is a great company. Dave Ricks (CEO), by the way, the company does a lot of work. Dave Ricks is a really unbelievable man. But what he’s really driving is a company that’s going to pass $1 trillion. Congratulations to him.”
Jensen Quality Growth Equity Strategy stated the following regarding Eli Lilly and Company (NYSE:LLY) in its fourth quarter 2025 investor letter:
“The leading individual contributors during the quarter were Eli Lilly and Company (NYSE:LLY) and Alphabet (GOOGL). Eli Lilly’s shares moved higher over the fourth quarter, supported by easing policy overhangs, strong underlying fundamentals, and continued pipeline execution. Early in the quarter, improved visibility around U.S. drug pricing and tariff policy reduced a source of uncertainty that had weighed on large-cap pharmaceuticals, contributing to a broader sector re-rating. Momentum was reinforced by Lilly’s late-October earnings beat and raised outlook, which underscored strong global demand for its incretin portfolio across both obesity and diabetes indications.
Sentiment improved further in November following Lilly’s announcement that it expects to submit its oral GLP-1 for global obesity approval by year-end, expanding the potential addressable market beyond injectable therapies. Pipeline momentum added to the positive backdrop, with Phase 2 data for next-generation incretin candidate eloralintide demonstrating compelling efficacy with a favorable tolerability profile. In parallel, renewed discussion around potential future Medicare coverage for obesity treatments— particularly those with demonstrated cardiovascular benefits— supported expectations for longer-term demand expansion in the U.S. Collectively, these developments reinforced confidence in Lilly’s leadership position and long-term growth runway.”
