Cathie Wood’s Top 12 AI Stock Picks in 2025

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10. GitLab Inc. (NASDAQ:GTLB)

ARK Investment Management’s Stake Value: $65.39 Million

Number of Hedge Funds Holding Stakes: 51

Gitlab Inc. (NASDAQ:GTLB) operates an AI-powered DevSecOps platform that enables software development teams to collaborate effectively. The company also provides a suite of tools for continuous integration/continuous delivery (CI/CD) and version control.

Early this month, Gitlab Inc. (NASDAQ:GTLB) reported its fourth-quarter and full fiscal year 2025 financial results, and they were impressive. During the quarter, the firm posted $211.4 million in total revenue, up 29% year over year. The non-GAAP operating margin reached 18%. The picture is the same when you zoom the results to a full-year basis. Total revenue added up to $759.2 million, a 31% increase from the previous year. Interestingly, the management credits AI for much of the revenue growth.

Bill Staples, GitLab CEO, commented on the results, saying: “This quarter’s results demonstrate the power of GitLab’s innovative DevSecOps platform. AI is fundamentally changing the software development landscape. With the GitLab platform and GitLab Duo, customers can leverage AI that fully takes advantage of the GitLab platform, which ensures their software quality, security, privacy, compliance, and governance requirements are met to deliver secure software faster.”

This may explain why Cathie Wood significantly increased her stake in the company during Q4 2024. ARK Investment Management added 346% more shares to its portfolio, and the position is now valued at over $65 million.

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