Long-term investor
Thiel Macro LLC @thielmacrollc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001562087).
Record
- Tracked since 2025-06-30 (450 days), 15 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +7.7% · 1 year n/a · all -9.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMZN · 28.2% · long · since 2026-06-30
- VIST · 18.1% · long · since 2026-06-30
- VST · 14.1% · long · since 2025-06-30
- AEP · 10.1% · long · since 2026-06-30
- DTE · 9.6% · long · since 2026-06-30
- FE · 9.5% · long · since 2026-06-30
- CMS · 9.4% · long · since 2026-06-30
- XE · 0.9% · long · since 2026-06-30