13F HOLDINGS REPORT
Thiel Macro LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001315863-25-000404
Total Value
$153.0M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ASML HOLDING N V | ASMLF | 68,435 | $45.3M | 29.63% |
| 2 | NVIDIA CORPORATION | NVDA | 358,055 | $38.8M | 25.36% |
| 3 | MICROSOFT CORP | MSFT | 78,720 | $29.6M | 19.31% |
| 4 | VISTRA CORP | VST | 208,747 | $24.5M | 16.02% |
| 5 | TESLA INC | TSLA | 57,180 | $14.8M | 9.68% |