In this article, we will discuss the 10 Best QQQ Stocks to Invest in.

On July 2, CNBC’s ‘Closing Bell’ team discussed recent market action, the AI trade and what investors should be watching going into the second half of 2026 with Richard Saperstein of Treasury Partners and Liz Thomas of SoFi. Both Saperstein and Thomas expressed confidence that stocks will continue their winning streak in H2 2026. Saperstein pointed out that while earnings are accelerating, multiples are compressing, which he attributed to the market mistakenly valuing hyperscalers as asset-heavy and capital-intensive rather than asset-light. He argued that these companies are showing growing earnings, profits, and operating cash flows, evidenced by 30% to 60% cloud growth last quarter. Saperstein maintained that as the market eventually re-rates these stocks, the hyperscalers and large-cap tech names will continue to perform well.

Thomas agreed that the movement in H2 will be higher. While she anticipated continued volatility in the semiconductor space, suggesting further downside due to the sector’s previous massive run, she expects the Mag 7 and hyperscalers to return to the forefront. She observed that throughout the current cycle, investors have consistently flooded back into these big names whenever market volatility occurred. Although the Mag 7 lagged in H1, Thomas expects them to make a comeback in H2. Regarding the debate over whether the market is shifting toward broader ‘broadening’ trade, Saperstein argued against the idea that the juice has been squeezed from the hyperscalers. He highlighted that large-cap tech has a PEG ratio of one, meaning investors are paying one times the growth rate compared to significantly higher ratios for traditional consumer staples.

Saperstein also noted a trend where the beneficiaries of AI spending have outperformed the spenders, a dynamic he expects to continue while still favoring ownership of the large-cap hyperscalers. Thomas clarified that while she sees some broadening into financials and healthcare, she does not view it as a cyclical broadening where everyone wins. Instead, she describes the movement into pharma and biotech as investors seeking growth opportunities as they rotate capital out of semiconductor chips.

Our Methodology

We sifted through the Invesco QQQ exchange-traded fund (ETF) holdings to find the top QQQ stocks and 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 July 6. 

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 QQQ Stocks to Invest in

10. Marriott International Inc. (NASDAQ:MAR)

Number of Hedge Fund Holders: 65

Marriott International Inc. (NASDAQ:MAR) is one of the best QQQ Stocks to invest in. On July 1, Marriott International and The Coca-Cola Company announced a global strategic agreement. This partnership designates Coca-Cola as Marriott’s official beverage provider for a wide range of categories, including soft drinks and functional beverages.

The phased rollout begins immediately, bringing Coca-Cola’s diverse product portfolio to guestrooms, restaurants, and event spaces worldwide. This collaboration aims to enhance the guest experience by providing travelers with more of the brands they enjoy throughout their stay.

Developed with Marriott International Inc.’s (NASDAQ:MAR) global procurement organization, the agreement seeks to streamline beverage choices and drive economic value for hotel owners and operators. Both companies emphasized a shared commitment to quality and consistency in creating memorable experiences for guests.

Marriott International Inc. (NASDAQ:MAR) operates, franchises, and licenses hotel, residential, timeshare, and other lodging properties internationally.

9. Cadence Design Systems Inc. (NASDAQ:CDNS)

Number of Hedge Fund Holders: 66

Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the best QQQ Stocks to invest in. On June 16, Cadence announced an expanded collaboration with Hewlett Packard Enterprise/HPE to accelerate data center modernization through digital twin technology. By integrating the Cadence Reality Digital Twin Platform into HPE’s AI-focused modular data centers, the partnership aims to help customers optimize the planning, deployment, and operational efficiency of high-performance AI and computing infrastructure.

The collaboration provides engineering-grade simulations that allow operators to model complex environments using physics-based analysis before physical deployment. This approach helps companies de-risk infrastructure investments, improve energy efficiency, and maximize performance (specifically targeting “tokens-per-watt” metrics for AI workloads) while also unlocking stranded capacity through predictive power and cooling modeling.

To support these objectives, Cadence Design Systems Inc. (NASDAQ:CDNS) is introducing new digital library elements that allow users to evaluate deployment scenarios for advanced NVIDIA computing systems. The joint solution is designed to support the full data center lifecycle, enabling continuous “what-if” scenario planning to ensure that infrastructure remains sustainable, resilient, and optimized as evolving AI requirements change.

Cadence Design Systems Inc. (NASDAQ:CDNS) is a leading provider of electronic design automation/EDA software, hardware, and IP used by semiconductor companies to design and verify advanced integrated circuits & systems.

8. Vertex Pharmaceuticals (NASDAQ:VRTX)

Number of Hedge Fund Holders: 68

Vertex Pharmaceuticals (NASDAQ:VRTX) is one of the best QQQ Stocks to invest in. On July 1, Vertex Pharmaceuticals announced that the US FDA approved the expanded use of its genetic therapy, CASGEVY, to treat children as young as 2 years old. This makes it the first and only approved gene therapy for patients of this age range suffering from sickle cell disease or transfusion-dependent beta thalassemia.

This regulatory milestone makes approximately 5,500 additional children in the US eligible for the one-time treatment. By providing earlier access to the therapy, clinicians hope to address the progression of these life-shortening diseases before significant, irreversible organ damage occurs.

Vertex Pharmaceuticals (NASDAQ:VRTX) established a network of over 75 authorized treatment centers across the U.S. to manage patient access and care. While this approval is specific to the US market, the company noted that regulatory reviews for similar label expansions are currently underway in the UK and the Kingdom of Saudi Arabia.

Vertex Pharmaceuticals (NASDAQ:VRTX) operates as a biotechnology company in the US, Europe, and internationally.

7. T-Mobile US Inc. (NASDAQ:TMUS)

Number of Hedge Fund Holders: 85

T-Mobile US Inc. (NASDAQ:TMUS) is one of the best QQQ Stocks to invest in. On July 7, T-Mobile announced a major evolution of its executive leadership team to accelerate its expansion into new business areas, including AI and 6G development. Wireless industry veteran Chris Sambar will join the company as Chief Enterprise Officer by mid-October, where he will lead the expansion of T-Mobile’s SMB, enterprise, and government portfolios while scaling emerging growth opportunities like T-Ads and Physical AI.

Concurrently, André Almeida has been promoted to the expanded role of Chief Marketing, Brand, and Broadband Officer, where he will partner with COO Jon Freier to focus on consumer wireless and broadband growth. Additionally, T-Mobile is consolidating its network, technology, product engineering, and cyber divisions under Chief Technology Officer Dr. John Saw to facilitate the seamless delivery of next-generation connected experiences.

These leadership changes coincide with the departure of Mike Katz, the company’s Chief Business & Product Officer, who will transition into a strategic advisory role through the end of 2026. CEO Srini Gopalan emphasized that these appointments are intended to provide the focus and expertise necessary to maintain T-Mobile’s momentum, disrupt traditional industry models, and achieve the ambitious growth goals outlined in the company’s recent capital markets updates.

T-Mobile US Inc. (NASDAQ:TMUS) is a telecom services company that offers wireless communications services, such as voice, messaging, and data, to postpaid, prepaid, and wholesale customers. The company also deals in wireless devices.

6. Cisco Systems Inc. (NASDAQ:CSCO)

Number of Hedge Fund Holders: 97

Cisco Systems Inc. (NASDAQ:CSCO) is one of the best QQQ Stocks to invest in. On July 2, Cisco and the College Board announced that a new AP Cybersecurity course will launch for the 2026-2027 school year as part of the AP Career Kickstart program. Cisco Networking Academy will support this initiative by providing schools with industry-aligned curriculum, hands-on laboratory exercises, and professional development resources for educators.

The course is designed to bridge the gap between academic preparation and professional readiness. Students can earn college credit through AP exam performance while simultaneously preparing for the industry-recognized Cisco Certified Support Technician/CCST Cybersecurity certification, providing them with a competitive advantage for future careers.

This collaboration aims to address the global cybersecurity workforce shortage by streamlining how schools implement technical training. Following a successful pilot program that engaged 3,100 students across 30 states, the national rollout seeks to establish a more accessible and sustainable pipeline of talent for the cybersecurity industry.

Cisco Systems Inc. (NASDAQ:CSCO) is involved in the manufacture, design, and sale of Internet Protocol-based networking products and services associated with the communications and IT industry.

5. Tesla Inc. (NASDAQ:TSLA)

Number of Hedge Fund Holders: 123

Tesla Inc. (NASDAQ:TSLA) is one of the best QQQ Stocks to invest in. On July 2, Tesla announced its production and delivery figures for Q2 2026. During this period, the company produced 451,758 vehicles and delivered 480,126 units, while also deploying 13.5 GWh of energy storage products.

The total vehicle delivery count includes 467,762 Model 3/Y units and 12,364 vehicles categorized as “Other Models.” The company noted that these figures are subject to operating lease accounting, which currently accounts for 2% of total deliveries.

On June 25, Barclays maintained an Equalweight rating and a $360 price target for Tesla, noting that while the firm expects second-quarter deliveries of approximately 418,000 units to beat consensus estimates, investor sentiment remains primarily driven by the company’s advancements in robotics, Robotaxi, and artificial intelligence rather than its core automotive fundamentals.

Tesla Inc. (NASDAQ:TSLA) is a developer, manufacturer, designer, lessor, and seller of EVs, and energy generation and storage systems. The company operates across China, the US, and globally. It operates through the Automotive and Energy Generation and Storage segments.

4. ASML Holding (NASDAQ:ASML)

Number of Hedge Fund Holders: 133

ASML Holding (NASDAQ:ASML) is one of the best QQQ Stocks to invest in. On July 6, ASML reported the latest transactions conducted under its ongoing share buyback program. Between June 29 and July 3, the company repurchased a total of 48,397 shares.

The daily transactions saw a total value of approximately €15.87 million for each day of the period, with weighted average share prices ranging from €1,587.15 to €1,696.17. These repurchases are part of the broader program announced by the company on January 28.

This disclosure is provided in accordance with the Market Abuse Regulation, which requires regular public updates regarding the progress of the buyback initiative. Further details on the program are available on ASML Holding’s (NASDAQ:ASML) official investor relations website.

ASML Holding (NASDAQ:ASML) is the world’s leading manufacturer of photolithography machines, which are critical, high-tech systems used by semiconductor companies (like TSMC, Intel, and Samsung) to print tiny circuit patterns onto silicon wafers, effectively creating microchips.

3. Micron Technology Inc. (NASDAQ:MU)

Number of Hedge Fund Holders: 154

Micron Technology Inc. (NASDAQ:MU) is one of the best QQQ Stocks to invest in. On July 6, Micron and Ford Motor Company (NYSE:F) announced a long-term strategic customer agreement to support the supply of memory and storage solutions for Ford’s next-generation vehicles. The partnership aims to ensure supply continuity for high-performance automotive systems while supporting long product lifecycles.

To meet this demand, Micron Technology Inc. (NASDAQ:MU) is increasing the output of key automotive memory solutions and scaling its manufacturing capacity. These efforts include ongoing investments in domestic production, such as the expansion of advanced DRAM manufacturing at the company’s facility in Manassas, Virginia.

Executives from both companies highlighted the importance of a resilient supply chain as vehicles become increasingly data-intensive and intelligent. The agreement underscores a mutual commitment to strengthening US infrastructure and enabling consistent, long-term support for the evolving automotive ecosystem.

Micron Technology Inc. (NASDAQ:MU) provides memory and storage solutions sold into client, cloud server, enterprise, graphics, networking, smartphone, mobile-device, automotive, industrial, and consumer markets, among others.

2. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 275

NVIDIA Corporation (NASDAQ: NVDA) is one of the best QQQ Stocks to invest in. On July 6, NVIDIA and Hugging Face announced a collaboration to integrate NVIDIA’s physical AI capabilities into LeRobot, Hugging Face’s open-source library for robotics. This partnership brings the NVIDIA Isaac GR00T 1.7 reasoning model and the Isaac Teleop framework directly to the LeRobot platform, providing developers with a standardized, accessible pipeline for training and deploying foundation models for humanoid robots.

The integration aims to reduce the fragmentation in robotics development by allowing users to collect human demonstration data, fine-tune models, and validate behaviors within a single ecosystem. By connecting NVIDIA Corporation’s (NASDAQ:NVDA) tools (including simulation frameworks and physical AI datasets) with Hugging Face’s vast community of AI builders, the initiative enables developers to standardize data collection and share performance metrics more effectively.

Looking ahead, the companies plan to incorporate NVIDIA Cosmos 3, a frontier world model, into LeRobot to further support robotics innovation where real-world data is limited. This collaboration seeks to accelerate the pace of robotics research by making advanced AI tools and workflows open and adaptable, fostering a more collaborative environment for building the next generation of physical AI.

NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, APIs, and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure.

1. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders: 282

Microsoft Corporation (NASDAQ:MSFT) is one of the best QQQ Stocks to invest in. On July 2, Microsoft announced the launch of “Microsoft Frontier Company,” a new business unit dedicated to delivering outcome-driven AI transformation for global customers. Supported by a $2.5 billion investment, the organization will embed 6,000 industry and engineering experts directly with clients to co-design and deploy scalable AI systems that focus on measurable business results.

The new division aims to combine deep industry knowledge with enterprise-grade AI engineering to help companies amplify their internal intelligence while protecting their proprietary data and intellectual property. By using a model-diverse, open AI platform, the company ensures that clients maintain control over their data and are not restricted to a single model provider or technology vendor.

Rodrigo Kede Lima has been appointed as President of the new organization, bringing three decades of industry experience to lead these efforts. The initiative has already shown impact with clients such as the London Stock Exchange Group, Land O’Lakes, and Unilever, and Microsoft intends to scale this value through its existing partner ecosystem, including firms like Accenture, EY, and PwC.

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. Its flagship products include Windows, Microsoft 365, Azure, LinkedIn, and Xbox.

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