Forget SpaceX Hype: Billionaire Stanley Druckenmiller is Loading Up on This Unknown Healthcare Stock

Number of Hedge Funds: 68

Top Pick Of: Stanley Druckenmiller — Duquesne Family Office

Natera (NASDAQ:NTRA) is the largest holding of billionaire capitalist Stanley Druckenmiller. The institution develops familial and molecular diagnostic tests utilized successful oncology, women’s health, and organ health.

Its biggest maturation operator is Signatera, a personalized humor trial that detects traces of crab DNA aft treatment. The trial helps find whether crab has returned and is utilized for recurrence monitoring and attraction decisions. Roughly 50% of U.S. oncologists are already ordering Signatera. Other oncology products see Altera, Latitude, and Empower.

Many bulls judge Signatera could yet go a modular instrumentality for monitoring crab patients, creating a ample recurring gross opportunity. Natera’s (NASDAQ:NTRA) momentum has remained strong, with first-quarter gross rising 38% twelvemonth implicit twelvemonth portion trial volumes accrued 18.5%.

In May, the FDA approved Signatera for usage successful patients with muscle-invasive bladder cancer, expanding the test’s imaginable market. Natera (NASDAQ:NTRA) is besides pursuing an ambitious enlargement program successful Austin, wherever it is gathering what absorption says could go the world’s largest DNA sequencing facility.

While Natera (NASDAQ:NTRA) remains unprofitable and has reported a nett successful lone 1 of the past 10 quarters, analysts expect Natera to go profitable astir 2028. Bulls judge semipermanent maturation volition beryllium driven by rising Signatera volumes, broader security sum crossed much crab types, and enlargement into planetary markets specified arsenic Japan.

Baron Health Care Fund stated the pursuing regarding Natera, Inc. (NASDAQ:NTRA) successful its Q1 2026 capitalist letter:

“We reacquired shares of Natera, Inc. (NASDAQ:NTRA), a diagnostics institution that provides investigating services successful the oncology, prenatal, and organ transplant settings. We are peculiarly excited astir the committedness of Natera’s Signatera minimal residual illness (MRD) tests, which relationship for fractional of the company’s revenues contiguous and are the company’s cardinal maturation driver. Signatera tests for immoderate grounds of crab compartment DNA..... (Click Here to Read the Letter successful Detail).”

While we admit the imaginable of NTRA arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.