Portfolios of the great investors (13F)
Thiel Macro LLC portfolio
13F for 2026-06-30 filed with the SEC, compared with 2026-03-31.
- Reported value
- 419 M$
- Holdings
- 8
- Buys
- 8
- Sells
- 1
| Amazon Com Inc | new |
| Vista Energy S.A.B. De C.V. | new |
| Vistra Corp | new |
| American Elec Pwr Co Inc | new |
| Dte Energy Co | new |
| Firstenergy Corp | new |
| Cms Energy Corp | new |
| X-Energy Inc (A) | new |
| Na | sold out |
All holdings
| Company | Weight | Value | Shares | Change |
|---|---|---|---|---|
| Amazon Com Inc | 28,2% | 118 M$ | 495.000 | new |
| Vista Energy S.A.B. De C.V. | 18,1% | 76 M$ | 1.189.792 | new |
| Vistra Corp | 14,1% | 59 M$ | 372.755 | new |
| American Elec Pwr Co Inc | 10,1% | 42 M$ | 308.617 | new |
| Dte Energy Co | 9,6% | 40 M$ | 264.450 | new |
| Firstenergy Corp | 9,5% | 40 M$ | 839.319 | new |
| Cms Energy Corp | 9,4% | 40 M$ | 517.124 | new |
| X-Energy Inc (A) | 0,9% | 4 M$ | 200.000 | new |
Public SEC data (EDGAR). A 13F is filed up to 45 days after the quarter ends, only covers US-listed stocks and does not say at what price they were bought. This is not investment advice.
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