Thiel Macro LLC

Q1 2025 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    5

  • Value ($000)

    $153,038

  • Date Filed
    05/15/2025
  • Form type
    13F-HR
  • CIK
    0001562087
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

ASML HOLDING N V

N Y REGISTRY SHS
N07059210
$45.35 M
30 %

68,435

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$38.81 M
25 %

358,055

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$29.55 M
19 %

78,720

VST
VST

VISTRA CORP

COM
92840M102
$24.52 M
16 %

208,747

TSLA
TSLA

TESLA INC

COM
88160R101
$14.82 M
10 %

57,180

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