Thiel Macro LLC
CIK 0001562087 · SEC 13F-HR filings · 8 holdings · Q2 2026
| Issuer | Ticker | Shares | Value (USD) ↓ | Δ Shares | Δ Value | Type |
|---|---|---|---|---|---|---|
| AMZN | 495,000 | $118M | New | $118M | NEW POSITIONShares | |
| VIST | 1,189,792 | $76M | New | $76M | NEW POSITIONShares | |
| VST | 372,755 | $59M | New | $59M | NEW POSITIONShares | |
| AEP | 308,617 | $42M | New | $42M | NEW POSITIONShares | |
| DTE | 264,450 | $40M | New | $40M | NEW POSITIONShares | |
| FE | 839,319 | $40M | New | $40M | NEW POSITIONShares | |
| CMS | 517,124 | $40M | New | $40M | NEW POSITIONShares | |
| XE | 200,000 | $4M | New | $4M | NEW POSITIONShares |