In this article, we will discuss the 15 High-Growth Large-Cap Stocks to Invest In Now.
Expect US stocks to get an additional boost on a rotation into cyclical, economically sensitive industries that have lagged amid the US-Iran war. It is a sentiment echoed by strategists at Morgan Stanley who remain bullish about the market despite the bounce back to all-time highs.
The team led by chief equity strategist Michael Wilson insists the drag from interest-rate, oil-price, and dollar uncertainty is slowly fading. Similarly, hopes of a lasting US-Iran agreement have boosted risk sentiment in markets.
“While we might see some more choppiness in coming weeks, our conviction in the current bull market is intact,” Wilson said.
JPMorgan global equity strategist Mislav Matejka is also overly bullish, insisting the rotation into cyclical stocks is on track through year-end. Strategists at Citigroup have already raised their 2026-end target for the S&P 500 to beyond 8,000, impressed by the resilience in corporate earnings and AI-driven growth.
Citigroup strategists expect the AI-related ecosystems to expand beyond technology firms, offering support to the broader equity market. However, they are skeptical that AI-driven growth will extend beyond 2027.
“Our view is that this is not a traditional cycle and looks more like a one-time capex supercycle… thus increasing the burden on earnings growth and related expectation to drive index price action.”
With equity markets at all-time highs, driven by gains in large and mega-cap stocks, valuation concerns are becoming widespread. While such concerns usually fuel potential correction from all-time highs, strategists at Bank of America insist the market has not yet reached levels that historically signal a major market top.
BAC strategist Michael Hartnett asserts “this is not a big top’ for risk assets” as macro optimism is firming amid global growth and earnings expectations.
With that in mind let’s take a look at some of the high-growth large-cap stocks to invest in now.
Our Methodology
To compile a list of the 15 High-Growth Large-Cap Stocks to Invest In Now, we analyzed growth ETFs and used the Finviz screener to identify stocks with a market cap between $10 billion and $200 billion as of June 16. We then focused on companies with revenue growth of at least 20% over the past 5 years and expected earnings growth of 20% over the next 5 years. After compiling an extensive list, we selected the most popular among hedge funds as of Q1 2026. Finally, the stocks are arranged in ascending order based on the number of hedge funds that hold stakes in them.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research shows 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).
High-Growth Large-Cap Stocks to Invest In Now
15. BeOne Medicines Ltd. (NASDAQ:ONC)
Market Capitalization: $27.21 Billion
Expected 5-Year Earnings Growth: 71.40%
Number of Hedge Fund Holders: 27
BeOne Medicines Ltd. (NASDAQ:ONC) is one of the high-growth large-cap stocks to invest in.
On June 11, BeOne Medicines Ltd. presented updated Phase 3 clinical data at the European Hematology Association Congress for its approved BTK inhibitor, BRUKINSA.
The company markets BRUKINSA as a targeted prescription medication for the treatment of various types of B-cell blood cancers in adults. The oral small molecule inhibitor of Bruton’s tyrosine kinase (BTK) is designed to deliver complete and sustained inhibition of the BTK protein. It is currently approved in 80 markets.
The study results showed sustained benefit from the use of the drug to treat chronic lymphocytic leukemia or small lymphocytic lymphoma. The 78-month SEQUOIA data showed progression-free survival of 71.8% with the drug, compared with 31% with bendamustine-rituximab. The safety profile in the Phase 3 trial was also consistent with previous studies. The study results reinforced BRUKINSA’s role as a foundational BTK inhibitor after nearly 6.5 years of follow-up.
BeOne Medicines Ltd. is a global biopharmaceutical company dedicated to discovering, developing, and delivering innovative, affordable, and accessible cancer treatment.
14. Cenovus Energy Inc. (NYSE:CVE)
Market Capitalization: $48.99 Billion
Expected 5-Year Earnings Growth: 23.03%
Number of Hedge Fund Holders: 42
Cenovus Energy Incorporation (NYSE:CVE) is one of the high-growth large-cap stocks to invest in now. On June 5, Goldman Sachs touted Cenovus Energy Incorporation as one of the Canadian oil giants well poised to deliver superior total returns.
According to the investment bank, Cenovus Energy is one of the top stream stocks that investors should focus on. That’s in part because it boasts of a powerful free cash flow expansion trajectory heading into 2028. In addition, it expects the company to achieve significant long-term financial growth as the West White Rose project comes online. Goldman Sachs has also touted the Christina Lake North asset, which it expects to support a broader production uplift.
The positive investment stance aligns with RBC Capital, which raised its price target of the stock to C$47.00 from C$45.00 while reiterating an Outperform rating. According to the research firm, there is strong financial momentum across the energy giant’s portfolio.
Cenovus Energy Inc. is a major Canadian integrated energy company that explores for, produces, and markets crude oil, natural gas, and refined petroleum products across Canada, the United States, and the Asia-Pacific region.
13. Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY)
Market Capitalization: $37.29 Billion
Expected 5-Year Earnings Growth: 78.43%
Number of Hedge Fund Holders: 54
Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) is one of the high-growth large-cap stocks to invest in now. On June 5, H.C. Wainwright reiterated a Buy rating on Alnylam Pharmaceuticals, Inc. and a $510 price target in response to the company inking a strategic collaboration with Inceptive Nucleics.
The two companies have inked a strategic collaboration to accelerate therapeutics innovation. Valued at up to $2 billion, the collaboration includes an upfront consideration of $30 million, comprising cash and the purchase of Inceptive equity. Inceptive is also entitled to additional payments on achieving preclinical regulatory and commercial sales milestones.
Alnylam Pharmaceuticals entered into a strategic collaboration to accelerate the development of its pipeline. Under the ‘Alnylam 2030’ framework, the company plans to expand to 10 tissue types and to over 40 clinical programs. H.C Wainwright expects the partnership with Inceptive to strengthen the company’s long-term innovation. In addition, it expects an Inceptive AI-driven RNA drug design approach to help reduce the risk associated with traditional trial-and-error drug discovery processes.
Alnylam Pharmaceuticals, Inc. is a biopharmaceutical company that pioneers RNA interference (RNAi) therapeutics. Their medicines work by “silencing” the genes that cause or contribute to disease, preventing the body from producing unwanted or harmful proteins before they can cause damage.
12. Axon Enterprise Inc. (NASDAQ:AXON)
Market Capitalization: $34.78 Billion
Expected 5-Year Earnings Growth: 26.59%
Number of Hedge Fund Holders: 59
Axon Enterprise (NASDAQ:AXON) is one of the high-growth large-cap stocks to invest in now. On June 15, Piper Sandler reiterated an Overweight rating on Axon Enterprise and maintained a $674 price target.
According to the research firm, Axon Enterprise is slowly becoming an operating system for its customers amid platformization. It has also achieved significant international wins, and trials appear to be increasing. The research firm expects artificial intelligence driving on-premise to cloud migrations to be a positive factor for the company.
Consequently, it expects the company to deliver 30% growth, which would align with the 34% revenue growth over the past 12 months. Nevertheless, Piper Sandler has warned that Axon Enterprise shares lack a near-term catalyst beyond execution and product releases. However, it views the current levels as an ideal entry point, which is why the stock is a top pick.
Axon Enterprise Inc. is a public safety technology company that develops connected hardware, software, and AI-powered solutions designed to de-escalate conflicts and protect life. Formerly known as TASER International, its ecosystem is used by law enforcement, military agencies, corrections, and commercial enterprises.
11. Expedia Group, Inc. (NASDAQ:EXPE)
Market Capitalization: $29.10 Billion
Expected 5-Year Earnings Growth: 20.57%
Number of Hedge Fund Holders: 62
Expedia Group Inc (NASDAQ:EXPE) is one of the high-growth large-cap stocks to invest in. On June 2, Expedia Group Inc unveiled new global research showing it is well-positioned to benefit as demand for full-trip bookings on a single platform surges.
The study of 2,500 travelers across 10 global markets showed that most travelers prefer to plan and manage their entire trip on a single trusted platform. The study showed that 77% of travelers are likely to book more than one part of their next trip on the same platform, with 35% stating they are very likely to do so. The study found that 76% of travelers are likely to return to a website or app to book additional trip elements after making their first booking.
Last year, Expedia Group expanded its Rapid API ecosystem to help partners unlock demand on one platform for car flights and trip protection. The platform allows travelers to book car rentals from more than 110 brands across 190 countries, in addition to offering access to over 400 airlines.
As travel demand soars , Expedia is well-positioned to capitalize on Rapid API’s path to unlocking full trip opportunities.
Expedia Group Inc is one of the world’s largest online travel platforms. It operates a massive portfolio of travel brands and websites that help consumers and businesses research, plan, and book flights, hotels, vacation rentals, car rentals, and cruises.
10. Block Inc. (NYSE:XYZ)
Market Capitalization: $44.74 Billion
Expected 5-Year Earnings Growth: 38.51%
Number of Hedge Fund Holders: 63
Block Inc. (NYSE:XYZ) is one of the high-growth large-cap stocks to invest in now. On June 12, Block Inc.’s (NYSE:XYZ) financial services unit, Square Financial Services, launched a higher-yield savings tier, offering a 3.50% annual percentage yield.
The 3.50% annual percentage yield applies to Square sellers who maintain a daily balance of more than $10,000 in their Square Savings accounts. The service automatically activates whenever sellers reach the $10,000 threshold, with the rate applying to the entire balance and calculated daily. The savings account has no minimum deposit requirement to open and no monthly fees.
The unveiling of the high-yield savings account comes on the heels of Block launching Cash App Tags, an NFC-enabled payment accessory. The service allows cardholders to make purchases without their phones or wallets. Cash App Tags are linked to the Cash App Visa Card and function as an alternative payment method to physical cards and digital wallets. It seeks to capitalize on the fact that 1 in 5 American teens currently use the Cash App Card.
Block Inc. is a global financial technology company that provides tools to increase economic access. Its diverse ecosystem includes solutions for businesses to accept payments, tools for consumers to manage personal finances, streaming platforms, and blockchain/Bitcoin-focused divisions.
9. Roblox Corporation (NYSE:RBLX)
Market Capitalization: $33.33 Billion
Expected 5-Year Earnings Growth: 20.06%
Number of Hedge Fund Holders: 66
Roblox Corp (NYSE:RBLX) is one of the high-growth large-cap stocks to invest in now. On June 10, Raymond James warned that Roblox Corp faces a challenging year-over-year comparison following the anniversary of the Grow a Garden feature launch.
The research firm is wary that the year-over-year comparison will become difficult in June and that July will pose another steep challenge on the Steal a Brainrot launch anniversary. Amid the year-over-year challenges, sequential trends remained solid month over month, with growth in Sensor Tower data, including downloads and mobile users.
While the company plans to launch new safety features this month, Raymond James believes investors remain skeptical about the potential impact on user growth and churn. Whereas the easing of restrictions in Russia is expected to provide a solid tailwind for users, it will modestly boost revenue.
Roblox Corporation operates a global online gaming and human co-experience platform where users can play, create, socialize, and learn in 3D digital worlds. It acts as a massive creation system that empowers millions of community developers to build, publish, and monetize their own immersive multiplayer experiences.
8. Reddit, Inc. (NYSE:RDDT)
Market Capitalization: $33.91 Billion
Expected 5-Year Earnings Growth: 47.42%
Number of Hedge Fund Holders: 70
Reddit, Inc. (NYSE:RDDT) is one of the high-growth large-cap stocks to invest in. On June 9, Piper Sandler reiterated a positive view on Reddit, Inc., impressed by stronger advertising spend data for May.
In addition, the research believes the company is benefiting from improved performance in artificial intelligence search citations. The company has already raised its second-quarter advertising spending estimates by 30 basis points and its full-year estimates by 50 basis points, with the increase in May.
Reddit Inc. was one of the positive standouts in May, alongside YouTube and Roku, as citations in the AI overview and AI mode improved significantly. Following the impressive performance in May, Reddit ranks second in the share of domains per citation.
According to Piper Sandler, improving artificial intelligence search performance and positive management commentary are positive signals for the company, asserting the positive view.
Reddit, Inc. operates a massive online social platform where users connect through over 100,000 interest-based communities known as subreddits. It functions as an online forum, news aggregator, and content-sharing network where people engage in authentic conversations, share news, research hobbies, and vote on content.
7. KKR & Co. Inc. (NYSE:KKR)
Market Capitalization: $88.36 Billion
Expected 5-Year Earnings Growth: 20.55%
Number of Hedge Fund Holders: 82
KKR & Co Inc. is one of the high-growth large-cap stocks to invest in now. On June 11, KKR & Co Inc. confirmed the formation of Helix Digital Infrastructure. With more than $10 billion in committed capital, the unit is to focus on the development of data centers, power generation, and connectivity infrastructure for artificial intelligence applications.
Helix launched with more than $10 billion in total long-duration capital commitments, backed by anchor investments from KKR, Kuwait Investment Authority, NVIDIA, and Vistra. Former Amazon Web Services Chief Executive Officer Adam Selipsky is to lead the unit.
NVIDIA is to serve as the strategic partner for deploying AI infrastructure. On the other hand, Vistra is to act as the preferred power provider for the developed data centers, among other Helix investments . The company operates power generation facilities across 10 sites in the US with an expected capacity of nearly 50,000 megawatts by year’s end.
KKR & Co has built an infrastructure platform that manages over $100 billion in infrastructure assets . It also boasts of over $70 billion invested across digital and power assets.
KKR & Co. Inc. is a leading global alternative asset manager that invests in private equity, credit, infrastructure, and real estate. It manages investments for institutional clients, such as pension funds and endowments, offers solutions for high-net-worth individuals, and provides financing and insurance services.
6. EQT Corporation (NYSE:EQT)
Market Capitalization: $32.02 Billion
Expected 5-Year Earnings Growth: 22.61%
Number of Hedge Fund Holders: 82
EQT Corporation (NYSE:EQT) is one of the high-growth large-cap stocks to invest in now. On May 30, Moody’s Ratings upgraded EQT Corp outlook to positive from stable. With the upgrade, the rating firm also affirmed the company’s Baa3 senior unsecured notes rating and Baa3 senior unsecured shelf rating.
The Baa3 senior unsecured rating underscores the scale of one of the country’s largest natural gas producers. It also affirms its advantageous cost structure and the benefits of vertical integration following the 2024 acquisition of Equitrans Midstream Corporation.
The positive outlook is also in response to the company’s rapid debt reduction following the 2024 acquisition of Equitrans Midstream Corporation. EQT Corp has reduced its debt by about $8 billion since the deal closed, through asset sales and the generation of significant free cash flow.
Consequently, the company is on track to meet its long-term debt target of $5 billion, driven by strong free cash flow. EQT Corp is also well poised to benefit from LNG offtake and tolling agreements, with exposure to advantageous international market pricing.
EQT Corporation is the largest natural gas producer in the United States. As a vertically integrated energy company operating primarily in the Appalachian Basin, its business spans the exploration, drilling, production, gathering, and transmission of natural gas, natural gas liquids, and crude oil.
5. Coupang Inc. (NYSE:CPNG)
Market Capitalization: $32.22 Billion
`Expected 5-Year Earnings Growth: 90.85%
Number of Hedge Fund Holders: 86
Coupang Inc. (NYSE:CPNG) is one of the high-growth large-cap stocks to invest in now. On June 15, CLSA initiated coverage of Coupang Inc. with an Outperform rating and a $24 price target. The research firm remains bullish on the company owing to its irreplaceable position in South Korea’s e-commerce market.
The company’s edge in Korea’s e-commerce market stems from its first-party-centric platform with nationwide logistics. Likewise, the research firm expects Coupang to be one of the biggest beneficiaries of Korea’s market, growing at a compound annual growth rate of 6% between 2025 and 2029. The growth would reflect normalization following a cyclical trough in 2024 and a modest rebound last year.
The research firm expects Coupang’s gross merchandise value share to grow from 32% in 2025 to 37% by 2029. The growth would mostly be driven by the first-party logistics edge. It also expects the e-commerce giant to deliver 12% compound annual revenue growth and 30% adjusted EBITDA growth.
Coupang Inc. is a major technology and e-commerce company, primarily operating in South Korea, where it is often referred to as the “Amazon of Korea”. It provides end-to-end retail, logistics, streaming, and food delivery services designed to make buying items incredibly fast and convenient.
4. AppLovin Corporation (NASDAQ:APP)
Market Capitalization: $167.18 Billion
Expected 5-Year Earnings Growth: 41.74%
Number of Hedge Fund Holders: 91
AppLovin Corporation (NASDAQ:APP) is one of the high-growth large-cap stocks to invest in now. On June 10, Benchmark reiterated a Buy rating on AppLovin Corporationand a $775 price target. The research firm remains bullish on the stock, impressed by the company’s prospects in its consumer advertising business.
A recent investor presentation affirmed management’s confidence in the consumer advertising business, which appears to be in the early stages of growth. Management is projecting a general availability milestone by the end of the second quarter that will expand functionality and advertiser accessibility. In addition, management has embarked on a discipline rollout strategy as it also pursues share expansion opportunities.
The company is also well-positioned across multiple long-term growth vectors on both the demand and supply sides of the business. Consequently, management remains optimistic about the company’s long-term growth prospects. In May, Piper Sandler reiterated an Overweight rating on the stock and raised the price target to $665 from $650. The price target hike is in response to the largest revenue beat in four quarters, affirming strong financial performance.
AppLovin Corporation is a global technology company that provides AI-powered software and advertising solutions to help businesses connect with their target audiences, monetize apps, and grow their reach.
3. Nu Holdings Ltd. (NYSE:NU)
Market Capitalization: $61.78 Billion
Expected 5-Year Earnings Growth: 34.87%
Number of Hedge Fund Holders: 104
Nu Holdings Ltd. (NYSE:NU) is one of the high-growth large-cap stocks to invest in now. On June 4, Nu Holdings Ltd. board reiterated its commitment to shareholder value by approving a share repurchase program of up to $1 billion. The program for the company’s Class A ordinary shares is to be conducted over the next 12 months.
The $1 billion buyback program also affirms the company’s capital allocation policy as the core business continues to generate significant capital for distribution. By repurchasing shares, the board is to reduce the share count, thereby boosting the company’s per-share financial metrics, such as earnings.
The buyback push also comes as Nu Holdings’ growth investments across Brazil, Mexico, and Colombia remain well funded. Additionally, the company boasts significant regulatory capital buffers.
Meanwhile, Nu Holdings is aware of an incorrect message sent to customers that indicated the company had been liquidated by Brazil’s central bank. It has been termed a one-time operational error and is under investigation.
Nu Holdings Ltd. is a leading digital financial services platform and the parent company of Nubank. Operating primarily in Brazil, Mexico, and Colombia, it provides branchless banking and technology services that cater to consumers’ everyday financial needs, including spending and saving, investing, and borrowing.
2. ServiceNow Inc (NYSE:NOW)
Market Capitalization: $104.55 Billion
Expected 5-Year Earnings Growth: 20.90%
Number of Hedge Fund Holders: 108
ServiceNow Inc. (NYSE:NOW) is one of the high-growth large-cap stocks to invest in now. On June 15, Benchmark reiterated its Buy rating on ServiceNow Inc. and raised the price target to $130 from $125, implying significant upside potential. The price target hike and bullish stance underscore the research firm’s confidence in the company’s operating model in the software-as-a-service sector.
The company has already provided a solid long-term operating guidance that affirms expected topline revenue growth. Revenue is expected to grow at a compound annual growth rate of 19.4% between 2026 and 2030, ranging from $30 billion to $32 billion. On the other hand, operating leverage is expected to expand by 100 basis points starting in 2027.
The guidance includes integration costs the company has incurred following recent acquisitions. Additionally, Benchmark expects ServiceNow to attain its long-term targets, including organic revenue growth from Agentic AI cybersecurity data and workflows.
ServiceNow Inc. is a cloud-based enterprise AI platform that automates workflows and digitizes processes across an organization. It acts as a central operating system for a business, replacing messy emails and spreadsheets with trackable, automated systems that connect IT, HR, customer service, and operations.
1. DoorDash, Inc. (NASDAQ:DASH)
Market Capitalization: $74.56 Billion
Expected 5-Year Earnings Growth: 48.96%
Number of Hedge Fund Holders: 117
DoorDash, Inc. (NASDAQ:DASH) is one of the high-growth large-cap stocks to invest in now. On May 28, DoorDash, Inc. announced the expansion of its delivery empire by inking a strategic partnership with Dollar Tree to offer on-demand delivery from its entire US store footprint.
Through the DoorDash platform, the company plans to offer delivery services from more than 9,000 Dollar Tree stores across 48 states. Dollar Tree is already available through DoorDash’s membership program, DashPass, which offers $0 delivery fees. It also offers reduced service fees on eligible orders. Customers can place orders by opening the DoorDash App and choosing on-demand or scheduled delivery.
Consumers can order more than 10,000 products from the discount retailer and have them delivered to their doorstep. In a bid to promote the new service, Dollar Tree is offering new customers 40% off orders with a subtotal of more than $25.
DoorDash, Inc. is an on-demand logistics and local commerce platform that connects customers with local restaurants, grocery stores, and retailers. It operates primarily through a mobile app and website, allowing users to order food, alcohol, pet supplies, and everyday essentials for quick delivery or self-pickup.
READ NEXT: 12 High-Growth Micro-Cap Stocks to Buy Now and 10 Best Long-Term Stocks to Invest In According to Bill & Melinda Gates Foundation Trust.
