Billionaire Chris Rokos’ Top 15 Stock Picks

7. Adobe Inc. (NASDAQ:ADBE)

Number of Hedge Fund Holders: 123

Rokos Capital Management’s Stake: $99 million 

Adobe Inc. (NASDAQ:ADBE) operates as a diversified software company worldwide. The company stands out as a worthwhile investment due to multiple factors. Firstly, as per the report of the third quarter of 2024, Adobe achieved revenue of $5.61 billion in its fourth quarter of fiscal year 2024, which represents 11% year-over-year growth as reported and in constant currency and diluted earnings per share was $3.79 on a GAAP basis and $4.81 on a non-GAAP basis. This shows how the company can turn revenue into profit, offering solid returns to shareholders and signaling strong financial health. Secondly, GAAP operating income in the fourth quarter was $1.96 billion, and non-GAAP operating income was $2.60 billion. GAAP net income was $1.68 billion, and non-GAAP net income was $2.13 billion. This demonstrates Adobe’s efficiency in managing costs and generating profits, making it a top choice for investment. Moreover, the company is also enhancing its Creative Cloud suite by integrating AI into Photoshop Elements 2025.