In this article, we will list the 5 Best Stocks to Buy According to Ken Griffin. Please visit 10 Best Stocks to Buy According to Ken Griffin, if you would like to see the extended list and the methodology behind it.
5. Apple (NASDAQ:AAPL)
Ken Griffin’s Stake Value: $1,500,827,597
Apple is gaining favor on Wall Street after previously being dismissed as an AI laggard. The biggest vote of confidence recently came from Warren Buffett, who openly said in a CNBC interview that he sold Apple shares “too soon.” Apple remains Berkshire Hathaway’s largest holding.
“Well, I sold it too soon,” Buffett recently said. “But I bought it even sooner. So, it worked.”
Two factors had been weighing on Apple’s stock: first, declining iPhone sales, which remain its bread and butter; and second, the lack of a clear AI strategy.
Wall Street was extremely skeptical of Apple’s (NASDAQ:AAPL) AI strategy until concerns over increasing data center spending and ROI started popping holes in the AI hype, making the Cupertino giant’s approach look increasingly prudent. Apple (NASDAQ:AAPL) spent just about $12.7 billion in CapEx last year, while major tech companies like Microsoft, Google, Meta and Amazon are expected to spend about $600 billion combined on AI infrastructure in 2026.
What about the concerns about declining iPhone sales? Earlier this year, Apple (NASDAQ:AAPL) issued a higher-than-expected revenue growth guidance for the March quarter driven by a rebound in iPhone demand. But let’s face it: Analysts are now coming to terms with the reality that iPhone sales are unlikely to keep delivering strong growth as users may not upgrade as frequently.
Apple (NASDAQ:AAPL) anticipated this shift and began diversifying into services and other higher-margin business segments. As of the fiscal Q1, Apple’s Services revenue reached an all-time record of $30 billion, accounting for about 21% of total revenue. Services gross margins are about 76%, nearly double the 40.7% margin seen on physical products. With an installed base of 2.5 billion devices, Apple (NASDAQ:AAPL) is positioned well to keep making money despite a potential plateau in iPhone sales.
Apple ranks fifth in our list of the best stocks to buy according to billionaire Ken Griffin.
RiverPark Large Growth Fund stated the following regarding Apple Inc. (NASDAQ:AAPL) in its fourth quarter 2025 investor letter:
“Apple Inc. (NASDAQ:AAPL): AAPL shares rose in 4Q25 following better-than-feared iPhone 17 sell-through trends and stronger Services momentum. The company reported that early adoption of its on-device AI features exceeded internal expectations, particularly in North America and Europe, where attach rates for Pro models remained elevated. Wearables also returned to growth, helped by new health features and improved battery life. While macro softness in China remained a headwind, investors responded positively to evidence of content and advertising revenue re-acceleration within the Services segment, which delivered double-digit growth.
We continue to view Apple as one of the world’s most resilient and profitable businesses, supported by a massive installed base, ecosystem lock-in, and growing high-margin revenue streams. As Apple Intelligence features proliferate across devices, we expect multi-year upgrades, improved monetization, and expanded recurring revenue. With strong cash generation, ongoing share repurchases, and disciplined capital allocation, Apple remains a compelling long term investment.”
4. Microsoft (NASDAQ:MSFT)
Ken Griffin’s Stake Value: $1,578,249,860
With about 39% YoY growth, Azure stands out among competitors in the cloud industry, while the overall Intelligent Cloud segment has consistently posted mid‑to‑high‑20s percentage growth.
Microsoft (NASDAQ:MSFT) can use its huge user base to monetize and benefit from its AI products. Microsoft (NASDAQ:MSFT) claims that over 80% of the Fortune 500 are using Microsoft AI technologies, and products like Microsoft 365 Copilot have seen rapid adoption across large enterprises, with Copilot deployments helping clients automate tasks and boost productivity. Microsoft’s (NASDAQ:MSFT) moat remains one of the strongest in tech, anchored by massive enterprise adoption of Windows, Office, Teams, and Azure, which creates extremely high switching costs and deep integration into corporate IT environments.
Montaka Global Investments stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its Q4 2025 investor letter:
In 2025, even advantaged cloud computing hyperscaler, Microsoft Corporation (NASDAQ:MSFT), underperformed the broader equity index. This might seem counterintuitive, given the extreme advantages of these businesses, including their favourable positioning within the AI revolution and countless meaningful growth options on the horizon. But remember: temporary underperformance relative to the market index is a feature, not a bug, of the stock price trajectories of even the most attractive investments (Click here to see the full text).
3. Visa (NYSE:V)
Ken Griffin’s Stake Value: $1,597,057,587
Visa (NYSE:V) operates one of the strongest moats in global finance, running the world’s largest payments network and processing. It dominates the global card network industry with roughly 50%+ credit card market share, significantly ahead of Mastercard and American Express. Visa (NYSE:V) is positioned to benefit from a secular shift as the global digital payments market is projected to reach $2.4 trillion by 2029. As trillions of dollars in paper currency transition to digital rails, Visa (NYSE:V) remains a key beneficiary of this trend.
Visa (NYSE:V) is trading at approximately 24x-25x forward earnings, which is a significant discount compared to its 5-year average of roughly 30x-32x.
Ironvine Capital Partners stated the following regarding Visa Inc. (NYSE:V) in its Q4 2025 investor letter:
“Global payment network Visa Inc. (NYSE:V) are uniquely durable businesses, deeply embedded in the plumbing of global commerce thanks to network effects that have been reinforced over several decades. As the connective tissue between card issuers (deposit and lending institutions), merchants, and card holders, Visa and Mastercard remove friction and fraud from the payment process in mostly invisible ways across hundreds of millions of daily transactions. Today, one easily takes for granted the ability to safely pay nearly any entity in the world with minimal cost or complexity. Visa and Mastercard’s unrivaled scale allow them to provide essential payment services to billions of cardholders and 150+ million merchants for a fraction of a penny per dollar transacted while generating tremendous economics for owners..” (Click here to read the full text).
2. Amazon.com (NASDAQ:AMZN)
Ken Griffin’s Stake Value: $3,263,557,286
Despite Azure and Google Cloud catching up, AWS still owns 32% of the global market, maintaining a lead over Azure’s 22% and staying nearly three times larger than Google Cloud’s 12% share.
But how does Amazon.com (NASDAQ:AMZN) benefit from the AI revolution?
While everyone else is fighting over expensive NVIDIA chips, AWS has built its own: Trainium3 and Inferentia2. AWS touched a $10 billion annual run rate just from its own AI chips. Why are these chips special? Amazon.com (NASDAQ:AMZN) claims they allow customers to train models at a much lower cost than using NVIDIA GPUs.
Amazon.com’s (NASDAQ:AMZN) core e-commerce business remains its biggest growth driver. Amazon.com (NASDAQ:AMZN) commands 40% of the U.S. e-commerce market share.
Montaka Global Investments stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its Q4 2025 investor letter:
In 2025, even advantaged cloud computing hyperscaler, Amazon.com, Inc. (NASDAQ:AMZN), underperformed the broader equity index. This might seem counterintuitive, given the extreme advantages of these businesses, including their favourable positioning within the AI revolution and countless meaningful growth options on the horizon. But remember: temporary underperformance relative to the market index is a feature, not a bug, of the stock price trajectories of even the most attractive investments (Click here to see the full text).
1. NVIDIA (NASDAQ:NVDA)
Ken Griffin’s Stake Value: $4,020,832,390
Despite bubble fears, NVIDIA (NASDAQ:NVDA) continues to see strong demand for its AI chips thanks to its industry dominance. In Q4, its revenue rose 75% year over year while its Q1 revenue guidance beat the Street’s estimates by $5 billion and indicated growth of about 77%.
AI CapEx concerns has spooked Wall Street, but in the real world, AI demand shows no signs of slowing down, and bulls believe NVIDIA (NASDAQ:NVDA) will keep benefiting from this trend for several years. Tech giants are projected to spend $600–700 billion on AI data centers in 2026 alone. How does that benefit NVIDIA (NASDAQ:NVDA)? Nvidia captures approximately 90% of AI accelerator spend. The company dominates about 85% of the AI chip market. Despite the rise of the custom chips market, demand for NVIDIA (NASDAQ:NVDA) chips won’t slow down anytime soon because the total market is expanding faster than any share decline.
But sooner or later the hardware demand will slow down. What then? NVIDIA (NASDAQ:NVDA) is quietly building a software business that most investors aren’t pricing in at all. The NVIDIA AI Enterprise software suite could command 80%+ margins and reach $10 billion in revenue by 2027. Beyond that, physical AI like robotics, autonomous vehicles, and humanoid manufacturing is an entirely new hardware cycle that hasn’t meaningfully started yet.
Baron Opportunity Fund stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its fourth quarter 2025 investor letter:
“At Baron, we are deep research, evidence-based investors. We are positive about AI because it is real. It is the most significant change to the global economy since the internet itself. Every digital interaction of today forward will have AI as the brains of the application. We have investments across all the layers of the AI stack and spanning industries. Our most successful investments to date have been in the infrastructure or compute layer. We were early investors in NVIDIA Corporation (NASDAQ:NVDA), over four years before the ChapGPT moment of November 2022, and it has been more than a 10-bagger for the Fund. Several of us spent a full day with founder and CEO Jensen Huang in the Fall of 2018, where he went to the white board to teach us about AI and why NVIDIA would win.”
While we acknowledge the potential of NVDA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
