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Thiel Macro LLC - Portfolio Stock Holdings

Thiel Macro LLC disclosed 11 stock positions in a recent SEC 13F filing. $418,666,505 of stock holdings were filed, with the largest holdings including AMZN, VIST, and VST. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

Report Period:

June 30, 2026

No. of Stocks:

11

Est. Stock Holding Value:

$418,666,505

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Thiel Macro LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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