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. (NASDAQ:ONC) delivered topline phase 3 clinical data at the European Hematology Association Congress for its approved BTK inhibitor, BRUKINSA.
The company is developing 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 patients aged 80 and older. The 78-month SEQUIOIA data showed progression-free survival of 71.8% with the candidate 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. (NASDAQ:ONC) is a global biopharmaceutical company dedicated to discovering, developing, and delivering innovative, affordable, and accessible cancer treatment. Operating in over 45 countries, it focuses on hematologic cancers and solid tumors, striving to accelerate and expand cancer care worldwide.
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 (NYSE:CVE) 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. (NYSE:CVE) 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.
