Markets

Insider Trading

Hedge Funds

Retirement

Opinion

10 E-commerce Stocks Billionaires Are Loading Up On

In this piece, we will take a look at the ten e commerce stocks billionaires are loading up on. For more stocks, head on over to 5 E-commerce Stocks Billionaires Are Loading Up On.

One of the biggest industries that has grown along with the Internet is electronic commerce. Digital platforms have removed the need for buyers to physically go to markets and inspect products before making a buying decision. Instead, all they have to do is use their smartphone or computer and visit a website to scour through countless products and merchants to make an informed decision.

Naturally, this makes the electronic commerce industry one of the biggest in the world. In fact, along with consumer technology, it is one of the few new sectors that have produced behemoth companies with unprecedented size. For example, Amazon.com, Inc. (NASDAQ:AMZN), the world’s biggest ecommerce company, is one of the few companies in the world that is worth more than a trillion dollars. Its founder Jeff Bezos’s stake in Amazon makes him worth a whopping $147 billion as of June 2023 according to Forbes Magazine – also making him the third richest person in the world. Another billionaire associated with the electronic commerce industry is Jack Ma, the founder of Alibaba Group Holding Limited (NYSE:BABA). Alibaba is worth $250 billion in market capitalization, and Mr. Ma is worth a cool $23.6 billion – enough money to last several lifetimes.

So, what is the electronic commerce industry worth? Well, a research report from Research and Markets outlines that the market was worth a whopping $16.6 trillion in 2022 and, despite this absolutely massive size, it is expected to grow at a stunning compounded annual growth rate (CAGR) of 27.38% between 2022 and 2028 to be worth an unbelievable $70 trillion by the end of the forecast period. The research firm believes that there are a variety of factors that will drive its growth. These include growth in urbanization leading to higher living standards, a younger population more predisposed to use technology in their daily lives, and the simple convenience offered by placing an order online.

At the same time, online retailing or e-commerce isn’t simply related to groceries or merchandise or platforms that carry all kinds of products. In fact, there are several subsets of the market. One of these is the healthcare e-commerce industry. According to estimates from Medgadget, the global healthcare e-commerce market was worth $156 billion in 2018 and is expected to more than double in size until 2025 to sit at an estimated $435.8 billion. Within the market, North America holds the highest market share which stood at 40% in 2018.

Another major e-commerce market is the food and beverages industry. After all, long gone are the days when you had to actually go to a restaurant to buy food. Now, everything is available through numerous applications in the palm of your hand. Taking a look at the monetary value of this market, The Business Research Company believes that this market was worth $46.72 billion in 2021 and is expected to sit at $57 billion by the end of this year after growing at a CAGR of 22.2%. This growth rate is expected to sit at a respectable 17.6% between 2023 and 2026 for a final market value of the food and beverages e-commerce market of $109 billion.

The ecommerce industry is now talking about the next wave coming to the sector. This wave requires expanding focus on the sector and looking at it as more than a ‘bolt on’ extension, believes the consulting firm, McKinsey. McKinsey believes that this requires firms to operate independently of channels and instead create an agnostic experience that is capable of fulfilling the customer’s orders wherever and whenever needed. Another strategy that can enable companies to enhance their e-commerce offering is to ensure that all of the customers’ needs and concerns about a product are addressed instead of just selling the product and then forgetting about it. This particular bit also makes intuitive sense, since while on the one hand e-commerce provides the consumer with the ability to easily sort through all kinds of products, on the other, it does not provide an opportunity to physically inspect or test the goods in order to make a comfortable purchase. This is particularly important since the average return rate for e-commerce products can go as high as 30%.

Finally, in the midst of the current turbulence in the economy, it’s important to look at what the e-commerce firms themselves think is in store for the rest of this year. On this front, the management of Amazon.com, Inc. (NASDAQ:AMZN) shared during the firm’s earnings conference for the first quarter of 2023:

For the first quarter, our worldwide net sales were $127.4 billion, up 9% year-over-year, or 11% excluding approximately 210 basis points of unfavorable impact from changes in foreign exchange rates. This was above the top end of our guidance range. Overall, we are pleased with the growth that we’re seeing in worldwide stores businesses, including quarter-over-quarter revenue acceleration in the International segment, which is helped by easing macroeconomic pressures in Europe. Across the geographies we serve, customers appreciate our focus on staying sharp on pricing, having strong selection and easier convenience, including delivery speeds, which continued to improve throughout the first quarter.

That said, the uncertain economic environment and ongoing inflationary pressures continue to be a factor, and we believe it’s continuing to drive cautious spending across consumers. This means our customers are looking to stretch their budgets further and are focused on value. We saw moderated spending on discretionary categories as well as shifts to lower-priced items and healthy demand in everyday essentials, such as consumables and beauty. Third-party sellers, including businesses who elect to utilize Fulfillment by Amazon for their storage and shipping services are a key contributor to the selection offered to customers. We also continued to invest meaningfully in brand protection efforts, including industry-leading technology, so that sellers can trust we will provide a great selling experience free from bad actors.

So, are there any e-commerce stocks that billionaires are loading up on despite an inflationary environment? Seems to be the case and some top picks are MercadoLibre, Inc. (NASDAQ:MELI), Amazon.com, Inc. (NASDAQ:AMZN), and Alibaba Group Holding Limited (NYSE:BABA).

Photo by CardMapr.nl on Unsplash

Our Methodology

To compile our list of the e-commerce stocks that billionaires are buying, we first made a list of the forty largest e-commerce companies in terms of market capitalization. Then, the number of billionaire-led or founded hedge funds that had bought their shares was determined using Insider Monkey’s database, and billionaires’ top e-commerce stock picks are listed below.

E-commerce Stocks Billionaires Are Loading Up On

10. Etsy, Inc. (NASDAQ:ETSY)

Number of Billionaire Investors in Q1 2023: 8

Etsy, Inc. (NASDAQ:ETSY) is an American firm headquartered in Brooklyn, New York. It primarily operates a platform that enables buyers and sellers to buy and sell artsy products.

After digging through 943 hedge funds for their first quarter of 2023 investments, Insider Monkey discovered that 31 had held a stake in the firm. Etsy, Inc. (NASDAQ:ETSY)’s largest hedge fund investor is John Overdeck and David Siegel’s Two Sigma Advisors with a $226 million investment.

Along with Amazon.com, Inc. (NASDAQ:AMZN), Etsy, Inc. (NASDAQ:ETSY), MercadoLibre, Inc. (NASDAQ:MELI), and Alibaba Group Holding Limited (NYSE:BABA),  is an e-commerce stock finding favor with billionaires.

8. Revolve Group, Inc. (NYSE:RVLV)

Number of Billionaire Investors in Q1 2023: 10

Revolve Group, Inc. (NYSE:RVLV) operates an online platform allowing younger consumers to buy fashion products, clothes, decoration accessories, and other products. It was set up in 2003 and is headquartered in Cerritos, California.

By the end of March 2023, 20 of the 943 hedge funds profiled by Insider Monkey had invested in the firm. Revolve Group, Inc. (NYSE:RVLV)’s largest hedge fund investor is billionaire Ken Fisher’s Fisher Asset Management since it owns 2.5 million shares that are worth $66 million.

4. eBay Inc. (NASDAQ:EBAY)

Number of Billionaire Investors in Q1 2023: 14

eBay Inc. (NASDAQ:EBAY) is one of the oldest e-commerce companies in the world. While most other platforms connect merchants with consumers, the company allows anyone with an account to sell anything (legal) that they want.

Insider Monkey’s first quarter of 2023 survey covering 943 hedge funds revealed that 44 had bought and owned the firm’s shares. eBay Inc. (NASDAQ:EBAY)’s largest hedge fund investor in our database is Richard Mashaal’s Rima Senvest Management with a $231 million investment.

7. Sea Limited (NYSE:SE)

Number of Billionaire Investors in Q1 2023: 14

Sea Limited (NYSE:SE) is a Singaporean e-commerce firm. Its platform is called Shopee, and the firm also provides other services such as payments management.

65 of the 943 hedge funds surveyed by Insider Monkey had invested in Sea Limited (NYSE:SE) during Q1 2023. Out of these, the largest shareholder is Jay Chen’s Himension Capital with a $406 million investment.

9. Coupang, Inc. (NYSE:CPNG)

Number of Billionaire Investors in Q1 2023: 15

Coupang, Inc. (NYSE:CPNG) sells a variety of products through its platform. These include personal care, decoration, food, groceries, and electronics. It also allows restaurants to make deliveries to customers. The firm was set up in 2010 and is headquartered in Seattle, Washington.

47 of the 943 hedge funds part of Insider Monkey’s database had bought and owned Coupang, Inc. (NYSE:CPNG)’s shares during 2023’s first quarter. Out of these, the firm’s largest investor is Lee Ainslie’s Maverick Capital with a $1.1 billion investment.

Coupang, Inc. (NYSE:CPNG), JD.com, Inc. (NASDAQ:JD), Amazon.com, Inc. (NASDAQ:AMZN), and Alibaba Group Holding Limited (NYSE:BABA) are some of the hottest e-commerce stocks being bought by billionaires.

Click to continue reading and see the 5 E-commerce Stocks Billionaires Are Loading Up On.

Suggested Articles:

Disclosure: None. 10 E-commerce Stocks Billionaires Are Loading Up On is posted on Insider Monkey.

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!

A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…