Holdings
Thiel Macro LLC
As of Jun 30, 2026, Thiel Macro LLC reported 8 positions worth US$419M. Largest: Amazon.com, Inc., Vista Energy Sab De Cv Class A and Vistra Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 495K | US$118M | new | Jun 30, 2026 |
| Vista Energy Sab De Cv Class A | 1.19M | US$75.9M | new | Jun 30, 2026 |
| Vistra Corp. | 373K | US$59.1M | new | Jun 30, 2026 |
| American Electric Power Company, Inc. | 309K | US$42.2M | new | Jun 30, 2026 |
| Dte Energy Company | 264K | US$40.3M | new | Jun 30, 2026 |
| Firstenergy Corp. | 839K | US$39.9M | new | Jun 30, 2026 |
| Cms Energy Corporation | 517K | US$39.6M | new | Jun 30, 2026 |
| X-energy, Inc. | 200K | US$3.67M | new | Jun 30, 2026 |