Thiel Macro LLC 13F Holdings

CIK 0001562087 · LOS ANGELES, CA

As of Sep 30, 2025, Thiel Macro LLC reported 3 positions worth $74.4M in its SEC Form 13F filing.

Top 3 holdings

SecurityTickerSectorSharesValue% of portfolio
TESLA INCTSLAConsumer Cyclical65,000$28.9M38.83%
MICROSOFT CORPMSFTTechnology49,000$25.4M34.09%
APPLE INCAAPLTechnology79,181$20.2M27.08%