13F HOLDINGS REPORT
Thiel Macro LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001315863-25-000630
Total Value
$212.0M
Positions
3
Other Managers
0
Confidential Omitted
No
Holdings (3)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 272,613 | $86.6M | 40.85% |
| 2 | NVIDIA CORP | NVDA | 537,742 | $85.0M | 40.07% |
| 3 | VISTRA CORP | VST | 208,747 | $40.5M | 19.08% |