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Top 10 Stock Picks of 10 Famous Billionaires. Natera (NASDAQ:NTRA) ranks #7 (see Top 5 Stock Picks of 5 Famous Billionaires).
Number of Hedge Funds: 68
Top Pick Of: Stanley Druckenmiller — Duquesne Family Office
Natera (NASDAQ:NTRA) is the largest holding of billionaire investor Stanley Druckenmiller. The company develops genetic and molecular diagnostic tests used in oncology, women’s health, and organ health.
Its biggest growth driver is Signatera, a personalized blood test that detects traces of cancer DNA after treatment. The test helps determine whether cancer has returned and is used for recurrence monitoring and treatment decisions. Roughly 50% of U.S. oncologists are already ordering Signatera. Other oncology products include Altera, Latitude, and Empower.
Many bulls believe Signatera could eventually become a standard tool for monitoring cancer patients, creating a large recurring revenue opportunity. Natera’s (NASDAQ:NTRA) momentum has remained strong, with first-quarter revenue rising 38% year over year while test volumes increased 18.5%.
In May, the FDA approved Signatera for use in patients with muscle-invasive bladder cancer, expanding the test’s potential market. Natera (NASDAQ:NTRA) is also pursuing an ambitious expansion plan in Austin, where it is building what management says could become the world’s largest DNA sequencing facility.
While Natera (NASDAQ:NTRA) remains unprofitable and has reported a profit in only one of the past ten quarters, analysts expect Natera to become profitable around 2028. Bulls believe long-term growth will be driven by rising Signatera volumes, broader insurance coverage across more cancer types, and expansion into international markets such as Japan.
Baron Health Care Fund stated the following regarding Natera, Inc. (NASDAQ:NTRA) in its Q1 2026 investor letter:
“We reacquired shares of Natera, Inc. (NASDAQ:NTRA), a diagnostics company that provides testing services in the oncology, prenatal, and organ transplant settings. We are particularly excited about the promise of Natera’s Signatera minimal residual disease (MRD) tests, which account for half of the company’s revenues today and are the company’s key growth driver. Signatera tests for any evidence of cancer cell DNA….. (Click Here to Read the Letter in Detail).”
While we acknowledge the potential of NTRA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.