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.”
8. Teva Pharmaceutical Industries Ltd. (NYSE:TEVA)
Glenview Capital’s Stake: $186.38 million
Number of Hedge Fund Holders: 72
Average Upside Potential as of May 8: 27.84%
Teva Pharmaceutical Industries Ltd. (NYSE:TEVA) develops, manufactures, markets, and distributes generic and other medicines and biopharmaceutical products. It offers generic medicines in various dosage forms, such as tablets, capsules, injectables, inhalants, liquids, transdermal patches, ointments, and creams. It focuses on the central nervous system, respiratory, and oncology areas.
The company has a focus on AUSTEDO, which is a prescription medicine that is used to treat involuntary movements caused by tardive dyskinesia and Huntington’s disease. Revenue for AUSTEDO was up 34% in 2024 and reached ~$1.7 billion. In the US, AUSTEDO generated $1.642 billion in revenue, which marked an improvement of 34% in TRx (total prescriptions).
Teva Pharmaceutical Industries Ltd. (NYSE:TEVA) is confident in AUSTEDO’s success and projects revenues between $1.9 and ~$2 billion for 2025. This sentiment comes from the unmet medical need in tardive dyskinesia, where only 6% of the 800,000 patients are currently on treatment.
Sound Shore Management stated the following regarding Teva Pharmaceutical Industries Limited (NYSE:TEVA) in its Q4 2024 investor letter:
“Teva Pharmaceutical Industries Limited (NYSE:TEVA): Traditionally known as a generic drug company, Teva has a growing branded drug business and a promising pipeline. Following a period of poor capital allocation decisions by prior management teams, we were able to invest at a very attractive 4 times earnings and with a 20%+ free cash flow yield. New leadership has focused on execution and pipeline development, leading to upward inflection in margins and positive clinical trial results. Teva remains remarkably cheap, trading at a significant discount to its intrinsic value. (Please see our 2Q 2024 letter for a more in-depth review of Teva.)”
7. Western Digital Corp. (NASDAQ:WDC)
Glenview Capital’s Stake: $41.67 million
Number of Hedge Fund Holders: 85
Average Upside Potential as of May 8: 30.93%
Western Digital Corp. (NASDAQ:WDC) designs, manufactures, and sells data storage devices and solutions. It offers a broad portfolio of products, including hard disk drives (HDDs), solid-state drives (SSDs), flash memory, and data storage platforms. It serves customers across various markets, including consumer electronics, data centers, and industrial applications.
The company experienced a 5% sequential decline in its FQ3 2025 revenue. The consumer segment, client segment, and cloud segment each fell by 13%, 2%, and 4%, respectively. Earlier in February, Western Digital completed the separation of the Flash business unit (Sandisk), which has introduced a transition period and potential instability. External factors, such as the current global economic and geopolitical uncertainty and shifting trade dynamics, also influence the company’s business operations.
However, Western Digital Corp.’s (NASDAQ:WDC) Cloud end market generated $2 billion in revenue, which made up 87% of the company’s total revenue. This was up 38% year-over-year, which was fueled by the increasing need for mass storage solutions driven by the growth of data due to enterprise workloads and the surge in AI-generated content.
Parnassus Mid Cap Fund stated the following regarding Western Digital Corporation (NASDAQ:WDC) in its Q2 2024 investor letter:
“We re-initiated a position in Western Digital Corporation (NASDAQ:WDC), a manufacturer of memory semiconductor chips and hard disk drives, as we believe earnings expectations are far too low. Semiconductors have been another of our most-alpha-generative industries, thanks to the industry’s secular tailwinds and our in-house expertise. Western Digital stands to benefit from the rapid growth of memory-hungry AI applications. The valuation for Western Digital was low relative to its peers, giving us a way to participate in AI at a reasonable valuation.”
6. DXC Technology Co. (NYSE:DXC)
Glenview Capital’s Stake: $157.6 million
Number of Hedge Fund Holders: 24
Average Upside Potential as of May 8: 42.30%
DXC Technology Co. (NYSE:DXC) provides information technology services and solutions. It operates in two segments: Global Business Services and Global Infrastructure Services. The company markets and sells its products through a direct sales force to commercial businesses and public sector enterprises.
DXC experienced an overall organic revenue decline of 4.2% year-over-year in FQ3 2025, with Global Business Services making up 52% of total revenue generated. This segment showed relative stability with only a 0.5% organic revenue decrease. This segment is focused on driving digital transformations for clients through scalable and standardized solutions.
Enterprise Applications saw increased bookings due to AI capabilities, particularly within consulting and engineering. This was fueled by expanding software license revenue. DXC Technology Co. (NYSE:DXC) is now investing in training client partners and refining performance management to expand the Global Business Services pipeline and grow future bookings, with a healthy book-to-bill ratio of 1.23x in Q3.
5. Pinterest Inc. (NYSE:PINS)
Glenview Capital’s Stake: $10.39 million
Number of Hedge Fund Holders: 73
Average Upside Potential as of May 8: 44.48%
Pinterest Inc. (NYSE:PINS) offers a platform that allows people to find ideas, such as recipes, home and style inspiration, as well as search, save, and shop these ideas. It also offers advertising products to help advertisers meet users, and an ad auction that allows advertisers to serve ads to users at relevant moments while optimizing business outcomes for advertisers.
In Q4 2024, Pinterest achieved its first $1 billion revenue quarter with 18% revenue growth. The platform’s weekly active to monthly active user ratio also reached an all-time high of 62% in 2024. Clicks to advertisers grew over 90% in Q4. For 2025, Pinterest Inc. (NYSE:PINS) plans to use AI and its unique first-party signal to drive more personalized experiences.
On May 6, Benchmark analyst Mark Zgutowicz lowered the price target for Pinterest to $45 from $55, while reiterating a Buy rating on the shares. Management now plans on investing in curation experiences and platform shopability, and continues innovating its lower-funnel tools for advertisers.
Renaissance Large Cap Growth Strategy stated the following regarding Pinterest, Inc. (NYSE:PINS) in its Q4 2024 investor letter:
“We made several changes to the portfolio in the fourth quarter. Most recently, we added a new position in the Communication Services sector in December with Pinterest, Inc. (NYSE:PINS), a leading visual search and discovery platform with a unique curation function that enables users to find and display new ideas and creations that focus on interests such as fashion and home décor among other consumer goods. Since 2022, a new management team has transformed Pinterest into a shopping platform, providing more value and capabilities to advertisers includ ing direct connection with users, resulting in higher profits. In addition, the company was an early adopter of AI to increase personalization, advertising relevance options, and automated processes to increase ease-of-use for smaller advertisers. In the near term, we expect Pinterest to see monetization improvements with upside to Average Revenue Per User (ARPU) and traction in new categories and international markets.”
4. Digimarc Corp. (NASDAQ:DMRC)
Glenview Capital’s Stake: $983,400
Number of Hedge Fund Holders: 11
Average Upside Potential as of May 8: 74.55%
Digimarc Corp. (NASDAQ:DMRC) provides digital watermarking solutions. It offers Digimarc Illuminate software as a service cloud-based platform that provides the tools for the application of advanced digital watermarks and dynamic quick response codes, among other similar software. The company offers its solutions to retailers, consumer brands, their suppliers, and related solution providers.
The company’s Retail Loss Prevention, specifically securing Gift Cards, is showing the most immediate revenue growth. This use case, which began in earnest less than a year ago, contributed initial ARR in Q3 2024 and more ARR in Q4 2024. It’s expected to be a meaningful contributor to Digimarc’s 2025 results. Digimarc’s solution not only outperforms existing security measures but also allows for a reduction in total bill of material costs.
Digimarc Corp. (NASDAQ:DMRC) is currently partnering with the two largest industry players as well as multiple large retailers and brands to catalyze adoption in the current calendar year. The company estimates immediate TAM for gift card security to be between $900 million and $1.5 billion per year, with multiple drivers expected to increase this range over time due to the urgent need to combat exponential fraud in this $1 trillion market.
3. Butterfly Network Inc. (NYSE:BFLY)
Glenview Capital’s Stake: $31.06 million
Number of Hedge Fund Holders: 26
Average Upside Potential as of May 5: 83.49%
Butterfly Network Inc. (NYSE:BFLY) develops, manufactures, and commercializes ultrasound imaging solutions. It offers the Butterfly iQ+ and iQ3 ultrasound devices that can perform whole-body imaging on a single handheld probe integrated with the clinical workflow. These are accessible on a user’s smartphone, tablet, and almost any hospital computer system.
In Q1 2025, Butterfly’s core Point-of-Care Ultrasound/POCUS business benefited from the typical influx of medical school opportunities. The company is transitioning medical schools from shared laboratory probes to individual probes purchased by each student. One of the largest colleges of osteopathic medicine committed to this model and order one probe per student going forward.
Financially, the US sales channels at Butterfly Network Inc. (NYSE:BFLY), influenced by these medical school opportunities, saw a 24% revenue increase in Q1, which contributed to the overall 20% growth and $21.2 million in revenue. Product revenue, which was driven by higher sales volume in this segment and the higher selling price of the iQ3 probe, also increased by 25% to $14.2 million.
2. Myriad Genetics Inc. (NASDAQ:MYGN)
Glenview Capital’s Stake: $56.99 million
Number of Hedge Fund Holders: 21
Average Upside Potential as of May 8: 87.35%
Myriad Genetics Inc. (NASDAQ:MYGN) is a molecular diagnostic testing and precision medicine company. It offers diagnostic tests for oncology, women’s health, and pharmacogenomics. It has a license collaboration with Illumina, Memorial Sloan Kettering Cancer Center, the University of Texas MD Anderson Cancer Center, the University of Rochester Medical Center, and Flatiron Health.
Myriad Genetics saw 11% revenue growth in 2024, which was partly driven by its Pharmacogenomics business that is centered around the GeneSight test. In 2024, GeneSight revenues saw an increase of 23% year-over-year, and this demand continued into Q4 with a 14% revenue increase. Myriad is expanding access to GeneSight, despite recent reimbursement challenges with UnitedHealthcare.
It’s focusing on digital engagement to increase provider and patient awareness and optimizing patient direct payment options. Myriad Genetics Inc. (NASDAQ:MYGN) is also encouraged by the momentum of biomarker legislation, which supports access to precision medicine. Furthermore, new clinical data shows that the economic utility of GeneSight is expected to be published in 2025, which could further support its adoption.
1. Alight Inc. (NYSE:ALIT)
Glenview Capital’s Stake: $220.82 million
Number of Hedge Fund Holders: 42
Average Upside Potential as of May 8: 91.20%
Alight Inc. (NYSE:ALIT) is a technology-enabled services company. It provides Alight Worklife, which is an intuitive and cloud-based employee engagement platform. Its platform services include integrated benefits administration, healthcare navigation, financial wellbeing, leave of absence management, and retiree healthcare. It also operates AI-led capabilities software.
91% of Alight’s total revenue in Q4 2024 came from recurring revenue. The company made $114 million in total ARR Bookings for the full year 2024, which was up by 18% year-over-year. The sales pipeline for future ARR Bookings is also strong, with a 54% increase. For the full year 2025, Alight projects recurring revenue to be up ~1%, with higher growth rates expected in every quarter year-over-year.
Needham analyst Kyle Peterson recently reaffirmed a Buy rating on the company’s stock with a $9 price target. Peterson is confident as Alight Inc. (NYSE:ALIT) unveiled updated medium-term financial targets that met market expectations. This growth in H2 2024 underscores the strong demand for Alight’s mission-critical employee benefit solutions.
While we acknowledge the growth potential of Alight Inc. (NYSE:ALIT), our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ALIT but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
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