Cathie Wood’s Top 12 AI Stock Picks in 2025

2. Palantir Technologies Inc. (NASDAQ:PLTR)

ARK Investment Management’s Stake Value: $589.42 Million

Number of Hedge Funds Holding Stakes: 63

Palantir Technologies Inc. (NASDAQ:PLTR) builds software platforms for big data analytics applications. Palantir’s stock surged 263.96% over the past year, driven by the success of its AI Platform (AIP), which enables rapid AI application deployment. In 2024, sales grew nearly 30% to $2.9 billion, with net income more than doubling to $467.9 million. With $6.3 billion in assets, including $2.1 billion in cash surpassing $1.2 billion in liabilities, the company forecasts 2025 revenue to rise another 30% to at least $3.7 billion.

Palantir Technologies Inc. (NASDAQ:PLTR) has been actively expanding, forming four partnerships in March 2024. It collaborated with R1 to launch R37, an AI lab for healthcare financial performance, and partnered with EYSA to advance mobility applications. Additionally, it announced a joint venture with TWG Global to revolutionize AI deployment in financial services.

Despite Palantir Technologies Inc.’s (NASDAQ:PLTR) robustness, Wood trimmed her stake by 30% in Q4 2024. However, this is not the first time she has made this play. In Q1 2022, the investment guru dumped 98% of the stock, only to come back in full force in Q2 2023. Even then, the company remains Cathie Wood’s favorite AI stock at present, holding over 7 million shares valued at nearly $590 million.