Paul Tudor Jones Shifts from Palantir to Quantum Play Rigetti in Strategic Portfolio Pivot

Billionaire investor Paul Tudor Jones has executed a decisive portfolio rotation, liquidating Tudor Investment's entire Palantir (PLTR) position while establishing a new stake in quantum computing firm Rigetti (RGTI). The move, revealed in Q2 2025 13F filings, signals a potential inflection point in institutional capital allocation—from mature AI plays to frontier quantum technology.

The 175,212-share Palantir exit comes despite the company's successful transition to commercial AI platforms. Jones' macro-driven strategy suggests he views Palantir's valuation as stretched, preferring Rigetti's early-stage potential. The 905,700-share Rigetti acquisition aligns with his history of identifying paradigm shifts, reminiscent of his 1987 crash prediction.

Quantum computing represents the next computational frontier, with Rigetti emerging as a pure-play contender. While Palantir's AIP platform dominates current enterprise AI adoption, Jones appears betting on quantum's disruptive potential across cryptography, optimization, and machine learning—sectors with profound implications for blockchain infrastructure and cryptographic assets.