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Alpha stage software — under active development. Data may be incomplete or change without notice.
FolioFact
Q2 2026
·
58/68 funds filed
Latest observation
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Some record dates are in the future and are excluded from the latest observation date.
Quarter snapshot
Thiel Macro LLC
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- Portfolio value
- $418,666,506
- Positions
- 8
| history |
Ticker↕ |
Change↕ |
% of portfolio↕ |
Shares / amount↕ |
Value↕ |
|
≡
|
Unmapped CUSIP
|
Newly reported |
0.88% |
200,000 |
$3,672,000
|
|
≡
|
Unmapped CUSIP
|
Newly reported |
9.45% |
517,124 |
$39,559,986
|
|
≡
|
FE
|
Newly reported |
9.53% |
839,319 |
$39,901,225
|
|
≡
|
Unmapped CUSIP
|
Newly reported |
9.62% |
264,450 |
$40,294,247
|
|
≡
|
AEP
|
Newly reported |
10.08% |
308,617 |
$42,221,892
|
|
≡
|
VST
|
Newly reported |
14.12% |
372,755 |
$59,130,126
|
|
≡
|
VIST
|
Newly reported |
18.13% |
1,189,792 |
$75,908,730
|
|
≡
|
AMZN
|
Newly reported |
28.18% |
495,000 |
$117,978,300
|
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