Thiel Macro LLC reported 8 holdings worth US$419M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Thiel Macro LLC reported 8 holdings worth US$419M as of Jun 30, 2026. Largest: Amazon.com, Inc., Vista Energy Sab De Cv Class A and Vistra Corp. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 8
- Value as reported
- US$419M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Amazon.com, Inc. | 495K | US$118M | 28.2% |
| Vista Energy Sab De Cv Class A | 1.19M | US$75.9M | 18.1% |
| Vistra Corp. | 373K | US$59.1M | 14.1% |
| American Electric Power Company, Inc. | 309K | US$42.2M | 10.1% |
| Dte Energy Company | 264K | US$40.3M | 9.6% |
| Firstenergy Corp. | 839K | US$39.9M | 9.5% |
| Cms Energy Corporation | 517K | US$39.6M | 9.4% |
| X-energy, Inc. | 200K | US$3.67M | 0.88% |