In this article, we will list the 5 best stocks to buy according to billionaire Paul Tudor Jones. Please visit 10 Best Stocks to Buy According to Billionaire Paul Tudor Jones if you would like to see the extended list and the methodology behind it.
5. Electronic Arts Inc. (NASDAQ:EA)
Tudor Investment Corp’s Stake: $181 Million
Electronic Arts Inc. (NASDAQ:EA) has featured in the 13F portfolio of Tudor Investment Corp since the fourth quarter of 2011. Back then, this position comprised just 10,000 shares. In the years since, the fund increased its stake in the company to 200,000 shares at one point in 2023, but the holding was sold off by late 2024. Latest filings, submitted at the end of the fourth quarter of 2025, show that the fund owned nearly 890,000 shares in the video gaming company.
Electronic Arts Inc. (NASDAQ:EA) is grabbing attention on Wall Street for a number of reasons. One of these is the financial tailwinds from the successful launch of Battlefield 6, which was the best-selling shooter title of 2025. In its Q3 fiscal 2026 report, EA reported record net bookings of $3.05 billion, a massive 38% year-over-year increase. While the industry has struggled with digital sales, EA’s full-game download revenue surged 22.4%, proving the strength of its core franchises to hedge funds looking for high-growth consumer discretionary plays. A major long-term thesis for institutional buyers is the potential for strategic expansion in the Middle East and mobile markets. Analysts suggest that support from strategic partners like the Public Investment Fund is helping EA enhance its mobile revenue and global reach.
4. Alphabet Inc. (NASDAQ:GOOGL)
Tudor Investment Corp’s Stake: $239 Million
Alphabet Inc. (NASDAQ:GOOGL) is one of the long-term holdings of Tudor Investment Corp. The fund first purchased a stake in the company back in the third quarter of 2015. This position comprised 765,000 shares. This was improved to nearly 2.2 million shares by the middle of 2017. Since then, the position has been trimmed significantly. Latest filings, submitted at the end of the fourth quarter of 2025, show that the fund owned 763,000 shares in the technology giant.
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Alphabet Inc. (NASDAQ:GOOGL) remains a premier but cheap blue chip for hedge funds. Despite massive capital expenditure requirements for the AI era, institutional sentiment remains overwhelmingly bullish, with Alphabet frequently appearing as a top-three holding in diversified tech portfolios. Hedge funds are also moving beyond the fear that AI will kill search and are instead focusing on Google’s specialized hardware advantage. Google’s custom AI chip, Ironwood, has emerged as a legitimate competitor to NVIDIA in 2026. Reports that Alphabet is in talks to sell its Tensor Processing Units (TPUs) outright to firms like Meta suggest a brand-new, high-margin business unit that hasn’t been fully priced in by the broader market. The selection of Google Gemini to power core AI features in Apple’s 2026 OS updates is viewed by funds as a seal of approval for Google’s AI superiority.
3. Microsoft Corporation (NASDAQ:MSFT)
Tudor Investment Corp’s Stake: $348 Million
Tudor Investment Corp has been overwhelmingly bullish on Microsoft Corporation (NASDAQ:MSFT) for many years. The fund has held a sizable stake in the company since the fourth quarter of 2010. Back then, this stake comprised 368,000 shares, but was increased to close to 1.6 million shares by the next quarter. Following this, it was trimmed, dropping down to 38,000 shares by the end of 2011. Filings for the fourth quarter of 2025 show that the fund owned 718,000 shares in the company, representing an increase of more than 95% compared to filings for the previous quarter.
Hedge funds view Microsoft Corporation (NASDAQ:MSFT) as a winner of the transition from chatbots to autonomous AI agents. In January 2026, Microsoft officially disclosed that Microsoft 365 Copilot reached 15 million paid seats, a massive 160% year-over-year increase. Institutional investors are also betting on the Work IQ suite, where AI agents now perform complex, multi-step tasks like automated procurement and project management. While the broader cloud market has matured, Azure continues to defy gravity through its AI infrastructure lead. In Q2 FY2026, Microsoft Cloud revenue surpassed $50 billion for the first time, growing 26% YoY. Azure and other cloud services grew 39%, significantly outpacing competitors.
2. Amazon.com, Inc. (NASDAQ:AMZN)
Tudor Investment Corp’s Stake: $360 Million
Amazon.com, Inc. (NASDAQ:AMZN) has been a staple in the 13F portfolio of Tudor Investment Corp for many years. The stock first made an appearance in the portfolio of the fund back in late 2011, with the stake comprising under 30,000 shares. However, Tudor increased this holding to 1.7 million shares at its peak in the middle of 2017. Following this, the position was trimmed and remained under 800,000 shares. Filings for the fourth quarter of 2025 show that Tudor has turned bullish on the shares once again. At the end of 2025, the fund owned 1.6 million shares in the firm, up 94% compared to filings for the third quarter of 2025.
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Hedge funds like Amazon.com, Inc. (NASDAQ:AMZN) stock because of the growth inflection at Amazon Web Services. In February 2026, AWS reported a 24% year-over-year revenue surge to $35.6 billion, its fastest growth rate in over three years. Institutional investors are targeting the massive $400 billion AWS backlog expected by the end of 2026. Hedge funds also view Amazon’s Trainium and Inferentia chips as a long-term margin protector against NVIDIA’s high prices, allowing AWS to offer cheaper AI training than its rivals. In addition, Amazon’s advertising business has evolved into the company’s secret profit engine. Hedge funds are buying based on projections that Amazon’s ad revenue will hit $82 billion by the end of 2026, driven by the sophistication of its AI-driven ad auction system. While retail margins hover around 5-7%, advertising operating margins are near 50%.
1. NVIDIA Corporation (NASDAQ:NVDA)
Tudor Investment Corp’s Stake: $398 Million
NVIDIA Corporation (NASDAQ:NVDA) has featured in the 13F portfolio of Tudor Investment Corp for more than a decade and a half. For a long period, this holding comprised over a million shares. Latest filings, submitted at the end of the fourth quarter of 2025, show that the fund owned 2.1 million shares in the company, representing an increase of more than 80% compared to filings for the third quarter of 2025.
NVIDIA Corporation (NASDAQ:NVDA) is one of the most popular stocks in the hedge fund universe. These elite funds are focused on the transition of the firm from the Blackwell architecture to the newly revealed Rubin platform. The Rubin platform, which entered full production in early 2026, offers up to 10x more inference throughput per watt compared to the previous generation. CEO Jensen Huang recently projected that the combination of Blackwell and Rubin chips will generate $1 trillion in cumulative revenue through 2027. A major driver for institutional interest in 2026 is NVIDIA’s move into Agentic AI, autonomous systems that can perform complex tasks without human oversight. NVIDIA recently launched the NemoClaw software platform to provide security and privacy for enterprise AI agents. Hedge funds are betting on NVIDIA’s prediction that Software-as-a-Service is evolving into Agent-as-a-Service, with NVIDIA’s software stack acting as the operating system for this new economy.
While we acknowledge the potential of NVDA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the cheapest AI stock.
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