Thiel Macro, LLC
Fund · 13F archive

Thiel Macro, LLC — 2025 Q3 holdings

Period end
Filed
Portfolio value
$74.4M
Positions
3
We track
3
# Company Class Value Shares % Port. vs prior
1 TSLATesla, Inc.★ COM $28.9M 65K 38.8%
2 MSFTMicrosoft Corporation★ COM $25.4M 49K 34.1%
3 AAPLApple Inc.★ COM $20.2M 79K 27.1%