Thiel Macro LLC
CIK 1562087 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- AMZN28.18%
- VIST18.13%
- VST14.12%
- AEP10.08%
- DTE9.62%
- FE9.53%
- CMS9.45%
- XE0.88%
Share classes counted separately99.99%
Portfolio value by quarter
Top 10 holdings 8
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AMZNAMAZON.COM INC View history and evidence | $117.98M | 28.18% | 495.00K shares | Prior unavailable +495.00K | New | ↗▾ |
| 02 | VISTVISTA ENERGY SAB DE CVSPONSORED ADS View history and evidence | $75.91M | 18.13% | 1.19M shares | Prior unavailable +1.19M | New | ↗▾ |
| 03 | VSTVISTRA CORP View history and evidence | $59.13M | 14.12% | 372.75K shares | Prior unavailable +372.75K | New | ↗▾ |
| 04 | AEPAMERICAN ELECTRIC POWER View history and evidence | $42.22M | 10.08% | 308.62K shares | Prior unavailable +308.62K | New | ↗▾ |
| 05 | DTEDTE ENERGY COMPANY View history and evidence | $40.29M | 9.62% | 264.45K shares | Prior unavailable +264.45K | New | ↗▾ |
| 06 | FEFIRSTENERGY CORP View history and evidence | $39.90M | 9.53% | 839.32K shares | Prior unavailable +839.32K | New | ↗▾ |
| 07 | CMSCMS ENERGY CORP View history and evidence | $39.56M | 9.45% | 517.12K shares | Prior unavailable +517.12K | New | ↗▾ |
| 08 | XEX-ENERGY INCCOM CL A View history and evidence | $3.67M | 0.88% | 200.00K shares | Prior unavailable +200.00K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1562087 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 14, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 418666506
}Take these holdings further.
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