T-Mobile US (TMUS) Continued its Growth Story in Q1

Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here. The first quarter of 2025 was challenging for U.S. equities, marked by substantial policy shifts from the new U.S. administration, resulting in declines across all major U.S. indices.  In the quarter, the fund returned -12.26% compared to the S&P Global 1200 Information Technology Index-net’s -11.64%. Security selection drove the fund’s performance relative to the benchmark. In addition, you can check the fund’s top 5 holdings for its best picks for 2025.

In its first-quarter 2025 investor letter, Columbia Threadneedle Global Technology Growth Strategy highlighted stocks such as T-Mobile US, Inc. (NASDAQ:TMUS). T-Mobile US, Inc. (NASDAQ:TMUS) is a wireless communications services provider. The one-month return of T-Mobile US, Inc. (NASDAQ:TMUS) was -0.72%, and its shares gained 36.36% of their value over the last 52 weeks. On June 10, 2025, T-Mobile US, Inc. (NASDAQ:TMUS) stock closed at $236.98 per share, with a market capitalization of $270.179 billion.

Columbia Threadneedle Global Technology Growth Strategy stated the following regarding T-Mobile US, Inc. (NASDAQ:TMUS) in its Q1 2025 investor letter:

“T-Mobile US, Inc. (NASDAQ:TMUS) also climbed during the quarter, as the company continued to have the highest growth across its industry in terms of net new subscribers, while it also provided strong and consistent cash generation that drove return of capital to shareholders. T-Mobile made two acquisitions during the quarter, including the purchase of fiber-to-the-home provider Lumos through a joint venture that is expected to bring new offers and benefits to customers. Also of note, during the quarter, T-Mobile launched its satellite-to-cell service partnership with SpaceX’s Starlink.”

Jim Cramer Backs T-Mobile US, Inc. (TMUS) Under Mike Sievert’s Leadership

A customer checking out their new device at a T-Mobile store, illustrating the convenience and accessibility of retail stores.

T-Mobile US, Inc. (NASDAQ:TMUS) is in 10th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 75 hedge fund portfolios held T-Mobile US, Inc. (NASDAQ:TMUS) at the end of the first quarter, which was 70 in the previous quarter. While we acknowledge the potential of T-Mobile US, Inc. (NASDAQ:TMUS) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains.

In another article, we covered T-Mobile US, Inc. (NASDAQ:TMUS) and shared the list of stocks Jim Cramer recently discussed. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.