In this article, we will discuss the 10 Best IPO Stocks to Buy and Hold For 2 Years.
On May 28, Brad Gerstner, Founder & CEO of Altimeter Capital, joined CNBC’s Halftime Report to talk about tech and how to navigate the flood of mega IPOs releasing this year. Regarding active portfolio management, Gerstner explained that he regularly reduces exposure to names that exceed price targets to rotate into other investments, while also adhering to the principle of letting winners run. He suggested a three-size heuristic for investors (small, medium, and large), in which one might move from a large position to a medium one when the market becomes euphoric. He explained that he takes a little off the table during these market moves so that he can redeploy capital when volatility inevitably returns.
Addressing a hypothetical investor with $100,000 who is worried about the supply of upcoming IPOs, including SpaceX, Anthropic, and OpenAI, Gerstner advised against going all in on the market today. Instead, he recommends using his three, six, nine heuristic, suggesting the investor put 30% of their cash to work initially and wait for future moments to deploy the rest. While he acknowledged that he will need to sell other stocks to raise capital for his own participation in the SpaceX IPO, he noted that global capital markets are vast enough to absorb the new supply. He warned, however, that the market has moved quickly and could see a 10% to 20% run-of-the-mill consolidation. He encourages investors to keep some dry powder on the sidelines to buy into the secular AI trend when such pullbacks occur.
Our Methodology
We used screeners to identify stocks that have gone public in the last 5 years and and are expected to grow their earnings by at least 30% over the next 5 years. We limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.
Note: All data was sourced on June 8.
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. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
10 Best IPO Stocks to Buy and Hold For 2 Years
10. American Healthcare REIT Inc. (NYSE:AHR)
Number of Hedge Fund Holders: 33
American Healthcare REIT Inc. (NYSE:AHR) is one of the best IPO stocks to buy and hold for 2 years. On May 20, American Healthcare REIT announced the pricing of an underwritten public offering of 14,000,000 shares of its common stock, expected to generate approximately $705.6 million in aggregate gross proceeds before expenses. The offering was scheduled to close on May 22, subject to customary closing conditions, with BofA Securities serving as the underwriter.
In conjunction with this offering, the company has entered into a forward sale agreement with the underwriter for the 14,000,000 shares. Additionally, the underwriter has been granted a 30-day option to purchase up to an additional 2,100,000 shares. If this option is exercised, the Company expects to enter into a secondary forward sale agreement for those shares.
American Healthcare REIT Inc. will not receive proceeds from the initial sale by the forward purchaser. Instead, it intends to receive proceeds upon the physical settlement of the forward sale agreements, which is expected to occur within ~24 months. These funds will be contributed to the company’s operating partnership to be used for general corporate purposes, including potential future investments.
American Healthcare REIT Inc. owns and operates a diversified portfolio of clinical healthcare real estate.
9. Noble Corporation plc (NYSE:NE)
Number of Hedge Fund Holders: 36
Noble Corporation plc (NYSE:NE) is one of the best IPO stocks to buy and hold for 2 years. On June 1, Noble Corporation announced the pricing of an upsized offering of $800 million in aggregate principal amount of 6.250% Senior Notes due 2034. Originally planned for $500 million, the offering was increased in size and is expected to close on or about June 11, pending customary closing conditions.
Noble Corporation plc (NYSE:NE) intends to use the net proceeds from this offering, along with cash on hand, to fund the redemption of all outstanding 8.500% Senior Secured Second Lien Notes due 2030 and $300 million of its outstanding 8.000% Senior Notes due 2030. These redemptions are contingent upon the successful completion of the new notes offering.
The notes are being offered exclusively to qualified institutional buyers in the US under Rule 144A and to non-US persons in accordance with Regulation S. The securities have not been registered under the Securities Act and are not being offered or sold in any jurisdiction where such activity would be unlawful.
Noble Corporation plc (NYSE:NE) is an offshore drilling contractor for the oil and gas industry globally. It offers contract drilling services through its fleet of mobile offshore drilling equipment. The company also runs drilling rigs like floaters and jackups.
8. Arm Holdings (NASDAQ:ARM)
Number of Hedge Fund Holders: 46
Arm Holdings (NASDAQ:ARM) is one of the best IPO stocks to buy and hold for 2 years. On June 2, Chris Bergey, Arm’s Executive VP of the Edge AI Business Unit, announced that the newly unveiled NVIDIA RTX Spark is set to redefine personal computing for the agentic era. As AI shifts from traditional application-based models to autonomous agents capable of reasoning, planning, and executing complex workflows, there is an increasing demand for computing platforms that balance extreme efficiency with high-performance capabilities for local inference.
The RTX Spark addresses this evolution by integrating an Arm-based Grace CPU with NVIDIA’s Blackwell RTX GPU and unified memory. This architecture provides the tight integration required to support multi-stage AI tasks (such as code generation and dynamic reasoning) directly on the device. By optimizing these hardware components, the platform offers the low-latency acceleration needed to manage the rising cost and token-usage demands of modern AI models while ensuring user data privacy.
Supported by a close partnership with Microsoft, this launch represents a significant milestone for the Windows on Arm ecosystem. By delivering advanced AI performance within efficient, thin-and-light form factors, the RTX Spark aims to provide developers, creators, and gamers with the responsive computing power necessary for the next generation of autonomous AI experiences.
Arm Holdings is involved in the licensing, research, marketing, and development of systems IP, microprocessors, graphics processing units, physical IP, and associated systems IP, software, and tools. The company’s operations are divided into the following geographical segments: the UK, the US, and Other Countries.
7. Astera Labs Inc. (NASDAQ:ALAB)
Number of Hedge Fund Holders: 53
Astera Labs Inc. (NASDAQ:ALAB) is one of the best IPO stocks to buy and hold for 2 years. On May 6, Astera Labs announced the expansion of its Scorpio network switch portfolio, highlighted by the debut of the Scorpio X-Series 320. Designed to minimize latency in large-scale AI clusters, the X-Series 320 is capable of replacing multiple legacy switches, enabling organizations to perform large-scale upgrades in a single hop.
The new switches integrate with Astera’s Cosmos software platform, featuring specialized engines such as the Hypercast data replication engine and In-Network Compute. These tools are engineered to improve data movement efficiency between GPUs and other system components, with the company claiming they double collective operations while enhancing both time-to-first-token and tokens-per-watt performance.
In addition to the X-Series, Astera Labs Inc. expanded its P-Series PCIe fabric switch family, which now offers configurations ranging from 32 to 320 lanes. Originally launched in late 2024 and optimized for PCIe 6 platforms like Nvidia’s Blackwell-based MGX, the broadened Scorpio portfolio aims to provide hyperscalers and data center operators with more flexible, open alternatives to rigid, closed interconnect systems as AI production demands evolve.
Astera Labs Inc. is a global semiconductor company that provides hardware and software solutions for AI and cloud infrastructure applications to solve memory, data, and networking bottlenecks. The company’s operations are divided into the following geographical segments: Taiwan, China, the US, and Other.
6. IREN Limited (NASDAQ:IREN)
Number of Hedge Fund Holders: 53
IREN Limited (NASDAQ:IREN) is one of the best IPO stocks to buy and hold for 2 years. On May 26, IREN Limited announced a purchase agreement with Dell to acquire air-cooled Blackwell systems to support its previously disclosed five-year, $3.4 billion managed services AI cloud contract. The deployment, which represents a $1.6 billion investment including hardware, networking, and integration services, is aimed at accelerating the company’s “time-to-compute” capabilities, which it identifies as the primary constraint in the current AI market.
The Blackwell systems are slated for deployment at IREN’s data center campus in Childress, Texas, with commissioning scheduled for early 2027. Once fully operational, the company expects this expansion to increase its annualized run-rate revenue/ARR from $3.7 billion to $4.4 billion, demonstrating its continued focus on scaling GPU capacity and converting it into reliable revenue streams.
Co-CEO Daniel Roberts noted that the agreement with Dell provides IREN with the necessary hardware scale and speed to maintain its competitive advantage. By controlling the full stack (including physical infrastructure and operational deployment), IREN Limited aims to build a compounding execution model that allows it to meet the growing demands of hyperscalers, enterprises, and developers for high-scale AI compute.
IREN Limited is an Australia-based company that owns and operates renewable energy-powered data centers. Its facilities are specially optimized for Bitcoin mining, AI cloud services, and other power-dense computing.
5. Maplebear Inc. (NASDAQ:CART)
Number of Hedge Fund Holders: 58
Maplebear Inc. (NASDAQ:CART) is one of the best IPO stocks to buy and hold for 2 years. On June 4, Instacart and Weis Markets announced the launch of AI-powered Caper Carts at select Weis locations in Pennsylvania, with plans for a broader rollout throughout the year. Using Instacart’s “Connected Stores” technology, these smart carts are designed to enhance the in-store shopping experience by providing customers with real-time spend tracking, personalized digital coupons, and seamless access to loyalty rewards directly through an on-cart touchscreen.
The Caper Carts are equipped with advanced hardware, including camera sensors and certified scales, which leverage Instacart’s “Physical AI”, combining edge computing with cloud-based insights derived from over 1.6 billion online grocery orders. Beyond consumer convenience, the platform offers retailers a competitive edge by integrating in-store and online data to optimize shelf management and reduce out-of-stocks.
Additionally, the technology enables new retail media opportunities, with early results showing that location-aware prompts can increase basket sizes by nearly one percentage point. This initiative marks a significant expansion of the partnership between the two companies, which began when Weis Markets joined the Instacart Marketplace in 2023.
Maplebear Inc., doing business as Instacart, is a North American retail technology company that operates a massive online marketplace for grocery delivery and pickup, connecting customers with personal shoppers who fulfill orders from local retail stores.
4. Credo Technology Group Holding Ltd. (NASDAQ:CRDO)
Number of Hedge Fund Holders: 59
Credo Technology Group Holding Ltd. (NASDAQ:CRDO) is one of the best IPO stocks to buy and hold for 2 years. On May 28, Credo Technology announced the completion of its acquisition of DustPhotonics. The deal integrates DustPhotonics’ silicon photonics technology into Credo’s portfolio, enabling support for 800G, 1.6T, and 3.2T optical connectivity.
This acquisition provides Credo with a vertically integrated stack (spanning SerDes, DSP, and silicon photonics) to address both electrical and optical interconnects for large-scale AI infrastructure. The company expects the combined product line to become a key growth driver in fiscal 2027.
Credo Technology Group Holding Ltd. leadership emphasized that silicon photonics is foundational for the bandwidth and efficiency required by next-generation AI deployments. The merger aims to accelerate the delivery of end-to-end connectivity solutions designed to help customers scale their AI infrastructure effectively.
Credo Technology Group Holding Ltd. develops high-speed connectivity products and solutions for the data infra market (specifically optical and electrical Ethernet and PCIe applications), including SerDes chiplets, integrated circuits, and electrical cables. The company is based in George Town, Cayman Islands.
3. StandardAero Inc. (NYSE:SARO)
Number of Hedge Fund Holders: 59
StandardAero Inc. (NYSE:SARO) is one of the best IPO stocks to buy and hold for 2 years. On June 2, StandardAero announced a CEO succession plan, naming Paul McElhinney as the new Chief Executive Officer effective October 1 this year. He will succeed Russell Ford, who is retiring after a 13-year tenure as CEO and 45 years in the aerospace industry.
Ford will serve as Executive Chairman through the end of 2026 to ensure a smooth transition before McElhinney assumes the Chairman role on January 1, 2027. During his leadership, Ford transformed StandardAero, growing annual revenues from $1.6 billion in 2013 to over $6 billion in 2025 and successfully guiding the company through its 2024 initial public offering.
McElhinney, a current member of the company’s Board, brings over 35 years of industry experience, including previous leadership roles at GE Aviation Services and GE Power Services. The Board expressed confidence that his deep understanding of the company’s strategy and culture makes him the ideal leader to guide StandardAero Inc. through its next phase of growth.
StandardAero Inc. is a leading independent maintenance, repair, and overhaul provider serving commercial, military, business aviation, and industrial power customers. The company is headquartered in Scottsdale, Arizona, and was founded in 1911.
2. Solstice Advanced Materials Inc. (NASDAQ:SOLS)
Number of Hedge Fund Holders: 76
Solstice Advanced Materials Inc. (NASDAQ:SOLS) is one of the best IPO stocks to buy and hold for 2 years. On May 6, Solstice Advanced Materials reported its financial results for Q1 2026, announcing net sales of $991 million, a 10% increase year-over-year. The company achieved double-digit growth in its Nuclear, Electronic Materials, and Refrigerants segments, which leadership attributed to rising demand from AI, data centers, and semiconductor manufacturing sectors.
The company reported net income of $85 million, or $0.53 per diluted share, and Adjusted EBITDA of $249 million, resulting in an Adjusted EBITDA margin of 25.1%. While net income declined compared to the same period in 2025, management noted that this was primarily due to increased R&D investments, higher interest expenses, and operating costs associated with the company’s standalone status.
Despite managing near-term challenges related to the transition to low global warming potential refrigerants and an uncertain macroeconomic environment, President and CEO David Sewell expressed confidence in the company’s long-term trajectory. Consequently, Solstice Advanced Materials Inc. reaffirmed its full-year 2026 financial guidance, citing continued momentum in its high-growth platforms and a disciplined approach to capital investment.
Solstice Advanced Materials Inc. is a global specialty chemicals and advanced materials company with positions in refrigerants, semiconductor materials, protective fibers, and healthcare packaging.Thecompanywaswas spun off from Honeywell in late 2025.
1. Nu Holdings Ltd. (NYSE:NU)
Number of Hedge Fund Holders: 104
Nu Holdings Ltd. (NYSE:NU) is one of the best IPO stocks to buy and hold for 2 years. On May 26, Nubank announced the launch of “NuCel,” a new mobile service tailored for customers aged 16 to 18. The offering integrates 5G connectivity directly into the Nubank app, allowing young users to manage their plans through a 100% digital, no-contract interface that provides autonomy to teenagers while maintaining oversight for parents or legal guardians.
The service operates as a capped plan with automatic renewal, eliminating the risk of unexpected charges. Beyond connectivity, NuCel users gain access to a “Turbo Money Box” that yields 120% of the CDI rate at launch, a feature designed to introduce young users to investment concepts and encourage budgeting skills under the supervision of their guardians.
According to Nubank leadership, the launch is part of a broader strategy to deepen relationships with younger generations by providing age-appropriate financial tools. By combining mobile internet access with financial education, Nu Holdings Ltd. aims to facilitate a transparent transition for teenagers as they move toward greater financial independence.
Nu Holdings Ltd. operates as a digital banking platform provider across the US, Mexico, the Cayman Islands, Colombia, and Brazil. The company provides spending solutions, including Nubank+ Tier, Nu credit and prepaid card, Ultraviolet credit and prepaid card, mobile payment solutions, and Nu Shopping. It also offers transactional Solutions, and savings & investing solutions.
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