Thiel Macro LLC: 13F holdings
CIK 15620872026Q2
| Positions | 8 |
|---|
| Reported value | $418.7m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 8 (+7 vs prior quarter) |
|---|
| Reported value | $418.7m |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 495,000 | $118.0m | 28.2% |
| VIST VISTA ENERGY S.A.B. DE C.V. | 1,189,792 | $75.9m | 18.1% |
| VST VISTRA CORP | 372,755 | $59.1m | 14.1% |
| AEP AMERICAN ELEC PWR CO INC | 308,617 | $42.2m | 10.1% |
| DTE DTE ENERGY CO | 264,450 | $40.3m | 9.6% |
| FE FIRSTENERGY CORP | 839,319 | $39.9m | 9.5% |
| CMS CMS ENERGY CORP | 517,124 | $39.6m | 9.4% |
| XE X-ENERGY INC | 200,000 | $3.7m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1562087")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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