account_balance
Investment manager · 13F filer · SEC CIK 1562087
Thiel Macro LLC
Reported value$419Mas of Jun 30, 2026
Positions8 8 new, 1 sold out
Top 10 weight100.0%AMZN alone is 28%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 8 stocks.
AMZNAmazon.com Inc
28.2%New
VISTVista Energy, S.a.b. de C.V.
18.1%New
VSTVistra Corp.
14.1%New
AEPAmerican Electric Power Co Inc
10.1%New
DTEDTE Energy Co
9.6%New
FEFirstEnergy Corp
9.5%New
CMSCMS Energy Corp
9.4%New
XEAMZNAmazon.com Inc
28.2%New
VISTVista Energy, S.a.b. de C.V.
18.1%New
VSTVistra Corp.
14.1%New
AEPAmerican Electric Power Co Inc
10.1%New
DTEDTE Energy Co
9.6%
FEFirstEnergy Corp
9.5%
CMSCMS Energy Corp
9.4%New
Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed
Biggest moves since Mar 31, 2026
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