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We just covered Billionaire Tom Steyer’s 10 Stock Picks with Huge Upside Potential and Natera, Inc. (NASDAQ:NTRA) ranks 3rd on this list.
Natera, Inc. (NASDAQ:NTRA) has been a staple in the 13F portfolio of Farallon Capital since the second quarter of 2021. Back then, this position comprised 500,000 shares. By the fourth quarter of 2022, the fund had trimmed this holding down to 143,000 shares. Thereafter, it started loading up on the stock again. By the second quarter of 2025, this position had been increased to 4.8 million shares. In the following two quarters, the fund trimmed this stake by 11% and 8%. Filings for the fourth quarter of 2025 show that the fund owned just under 4 million shares in the company.
Natera, Inc. (NASDAQ:NTRA) is viewed as the dominant leader in the high-growth Molecular Residual Disease (MRD) market. Earlier this month, a federal judge awarded the firm a 30% ongoing royalty in a high-profile patent litigation case related to its MRD technology. The royalty provides a pure-profit revenue stream that reinforces Natera’s intellectual property moat and penalizes competitors using similar detection methods. The core driver for institutions is the rapid adoption of Signatera, which is becoming the standard of care for cancer recurrence monitoring. In the full-year 2025 results, oncology test volumes grew by over 51%. Natera also presented 20 abstracts at the recent AACR conference, showcasing the scale of its innovation.
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.
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