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The Billionaire Investor Who Predicted Black Monday Was Recently Making Moves Around His Top 4 AI Stock Holdings

Paul Tudor Jones has been taking a cautious view of the market, which can be seen in his portfolio.

The Billionaire Investor Who Predicted Black Monday Was Recently Making Moves Around His Top 4 AI Stock Holdings

Published August 21, 2026 · Category: Finance

Overview

Billionaire investor Paul Tudor Jones is best known for correctly calling the 1987 market crash, making an estimated $100 million in the process. The legendary investor has publicly struck a cautious tone about the market, and during the second quarter, he was making moves around his top AI holdings, including Nvidia (NASDAQ: NVDA), Micron Technology (NASDAQ: MU), Microsoft (NASDAQ: MSFT), and Taiwan Semiconductor Manufacturing (NYSE: TSM).

Jones tends to use a combination of holding common shares along with call and put options. Let's look at how he was repositioning his top AI holdings in the second quarter.

Details

Nvidia is Jones' third-largest stock position and the one AI stock it appears he made the most bullish moves around, significantly increasing his common stock holdings, while only slightly adding to his put position. However, he did significantly reduce his call position.

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Source

Originally published at www.fool.com.

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