Billionaire Philippe Laffont’s 10 Stock Picks with Huge Upside Potential

4. Peloton Interactive, Inc. (NASDAQ:PTON)

Number of Hedge Fund Holders: 53

Upside Potential: 33.60%

Share Price Return Between July 1 and October 15: +15.45%

Coatue Management holds $17.35 million worth of shares in Peloton Interactive, Inc. (NASDAQ:PTON), representing 0.05% of its total 13F portfolio, helping the stock secure a place on our list of billionaire Philippe Laffont’s 10 stock picks with huge upside potential.

On October 8, 2025, Truist Securities reiterated its “Buy” rating on Peloton Interactive, Inc. (NASDAQ:PTON) with an $11 price target after holding a meeting with the company’s management.

This bullish stance is attributable to the company’s recent product launches and pricing adjustments aimed at returning the company to profitable revenue growth in the second half of fiscal 2026. At the same time, Truist cited higher churn rates from price increases and reduced marketing efficiency in Q2 fiscal 2026 as short-term challenges. Yet, the investment firm highlighted Peloton Interactive, Inc. (NASDAQ:PTON)’s $100 million in annualized cost savings and the company’s potential to achieve guidance.

Two days earlier, Peloton Interactive, Inc. (NASDAQ:PTON) announced its partnership with Respin Health to assess the impact of targeted exercise on menopause. It launched the PRESS study with 500 members and plans the Peloton x Respin Menopause Care Program to devise evidence-based workouts and community support.

Peloton Interactive, Inc. (NASDAQ:PTON) offers connected fitness equipment, subscription-based workouts, and wellness programs for interactive, personalized experiences. It is included in Philippe Laffont’s stock portfolio.