Billionaire Chris Rokos’ Top 15 Stock Picks

9. Workday, Inc. (NASDAQ:WDAY)

Number of Hedge Fund Holders: 84 

Rokos Capital Management’s Stake: $80.6 million 

Workday, Inc. (NASDAQ:WDAY) markets enterprise cloud applications and is headquartered in California. The following factors make the company a prime candidate for investment. First of all, the turnaround in operating income, as illustrated in the reports of the fourth quarter of 2024, was exceptional. The reported operating income was $183 million, or 2.5% of revenues, compared to an operating loss of $222 million, or negative 3.6% of revenues, in fiscal 2023, which highlights the company’s successful recovery. Additionally, non-GAAP operating income was $1.7 billion, or 24% of revenues, compared to a non-GAAP operating income of $1.2 billion, or 19.5% of revenues, in the prior year, highlighting the company’s efforts to drive positive growth and higher profitability per dollar of revenue. Secondly, the company has expanded its Peakon Employee Voice platform to incorporate AI capabilities.