Larry Robbins is an American hedge fund manager and philanthropist who founded Glenview Capital Management in 2000. The firm manages capital for investors across a range of private investment funds. Robbins is currently the CEO of his firm. He graduated with honors from the Jerome Fisher Program in Management and Technology at the University of Pennsylvania in 1992 and earned a BS in economics with concentrations in accounting, finance, and marketing. He also has a BS in engineering with a major in systems engineering. He became a Certified Public Accountant in Illinois in 1991. Before founding Glenview Capital, Robbins worked as a portfolio manager at Omega Advisors, which is a prominent hedge fund founded by Leon Cooperman. In 2017, Larry Robbins also began serving as chairman of the Robin Hood Foundation, which fights poverty in New York City. Through his Family Foundation, he is an active supporter of education reform both in NYC and on the national level. He also serves as Chairman of the Board of KIPP NY and is a Board Member of Zearn and Relay Graduate School of Education.
Due to his sharp analytical skills and a focus on the healthcare sector, Robbins has built a reputation as one of the most influential figures in the hedge fund industry. Glenview Capital Management has 6 clients and discretionary assets under management (AUM) of $5.6 billion as reported in its Form ADV dated 4 March 2025. The last reported 13F filing for Q4 2024 included $3.95 billion in managed 13F securities and a top 10 holdings concentration of 65.22%. Earlier in September 2024, Institutional Investor reported that Glenview Capital Management was on track for its best year in 5 years. The flagship Glenview Capital Partners fund was up 3.45% in August 2024 and 17.2% through the first 8 months of the year. One of the reasons behind this performance is the hedge fund’s diversification away from a historically heavy concentration in healthcare stocks. Glenview Capital Management has now expanded its investments into the tech sector and other industries. Larry Robbins believes in a straightforward investment strategy:
“There are only two things that matter in investing. What are they going to earn, and what multiple are people going to put on that. Let’s not make our business any more complicated than this.”
That being said, we’re here with billionaire Larry Robbins’ 10 stock picks with huge potential.
Larry Robbins of Glenview Capital
Our Methodology
To compile the list of billionaire Larry Robbins’ 10 stock picks with huge upside potential, we sifted through Q4 2024 13F filings of Glenview Capital from Insider Monkey. From these filings, we checked the upside potential from CNN for the top 30 stock picks and ranked the stocks in ascending order of this upside potential. We have also added Glenview Capital’s stake in each stock as well as the broader hedge fund sentiment for it.
Note: All data was sourced on May 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. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Billionaire Larry Robbins’ 10 Stock Picks with Huge Upside Potential
10. Amazon.com Inc. (NASDAQ:AMZN)
Glenview Capital’s Stake: $73.13 million
Number of Hedge Fund Holders: 339
Average Upside Potential as of May 8: 26.12%
Amazon.com Inc. (NASDAQ:AMZN) is a tech company that offers online retail shopping services. It operates through its North America, International, and AWS (Amazon Web Services) segments.
AWS is positioned to capitalize on the burgeoning cloud market, where over 85% of global IT spending remains on-premises. AWS generated $29.3 billion in Q1 2025 revenue, which was an increase of 17% year-over-year increase. The rise of AI is expected to be a major catalyst here. Infrastructure modernization in the cloud is foundational for AI adoption, which is why Amazon is aggressively investing in AI capabilities within AWS.
Amazon is also investing in Amazon Bedrock, which is a fully managed service providing access to a range of high-performing foundation models. These include Anthropic’s Claude 3.7 Sonnet and Meta’s Llama 4, the company’s state-of-the-art Amazon Nova family of models. These initiatives aim to lower the cost of AI inference and empower businesses to build innovative GenAI applications. On May 5, Baird increased its price target for the stock from $215 to $220, while maintaining an Outperform rating.
Harding Loevner Global Developed Markets Equity Strategy stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its Q4 2024 investor letter:
“During the quarter, we benefited from strong stocks within the Communication Services and Consumer Discretionary sectors. In Consumer Discretionary, Amazon.com, Inc. (NASDAQ:AMZN) reported strong third-quarter results. Revenue increased by double digits, led by growth in advertising and Al products, while the company’s operating margins also hit an all-time high of 11%. The key reasons for the higher margins were that its international e-commerce operations turned profitable, and there was faster growth in its high-margin cloud-computing business.”
9. Element Solutions Inc. (NYSE:ESI)
Glenview Capital’s Stake: $62.32 million
Number of Hedge Fund Holders: 51
Average Upside Potential as of May 8: 26.61%
Element Solutions Inc. (NYSE:ESI) is a specialty chemicals company. Its Electronics segment provides assembly solutions, like surface mount technologies, fluxes, thermal management materials, and other attachment materials. The Industrial & Specialty segment offers industrial solutions like electroless nickel, plating products, pre-treatment & cleaning solutions, and water treatment.
In Q1 2025, the Electronics segment grew 10% organically year-over-year due to historically higher-margin categories in circuitry and semiconductor, as well as assembly materials for consumer electronics. This translated to a 9% growth in adjusted EBITDA for the segment. Within Electronics, the sales from wafer-level packaging products also surged by ~20% due to the ramp-up of programs on leading-edge nodes.
The Semiconductor Solutions business achieved a 17% organic net sales growth due to the demand in wafer-level packaging for semi-fab OSAT customers in Asia. The viaform copper-damaging product line particularly grew ~20% in the quarter. Element Solutions Inc. (NYSE:ESI) is also increasing manufacturing capacity for future growth areas like nano copper and power electronics. It’s also building research and applications development in high-leverage geographies.
The London Company SMID Cap Strategy stated the following regarding Element Solutions Inc (NYSE:ESI) in its Q4 2024 investor letter:
“Initiated: Element Solutions Inc (NYSE:ESI) – ESI is a specialty chemicals producer serving electronics and industrial markets. Electronics is ESI’s primary growth engine, supported by content growth in circuit boards, semiconductors, and EV markets. A variable cost structure and sticky, spec’d-in products bolster earnings stability across cycles. ESI offers consistent cash flow and benefits from strong capital allocation led by management aligned with long-term incentives. More recently, management has been divesting non-core assets and reinvesting back into its growth segments. Trading at an attractive discount to intrinsic value, we believe ESI offers upside from a recovering electronics cycle, margin expansion from improved product mix, and pricing power due to high customer switching costs.”