Thiel Macro LLC

Q2 2025 13F Holdings

Location
los angeles, CA
Num holdings

3
Value ($000)

$212,013
Date Filed

08/14/2025
Form type

13F-HR
CIK

0001562087
All SEC filings
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers

Compare Q2 2025 to

Select Quarter

Issuer Name	Class	CUSIP	VALUE	%	Shares
TSLA TSLA TESLA INC	COM	88160R101	$86.60M	41 %	272,613
NVDA NVDA NVIDIA CORP	COM	67066G104	$84.96M	40 %	537,742
VST VST VISTRA CORP	COM	92840M102	$40.46M	19 %	208,747

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