Thiel Macro LLC
8 holdingsFiling period: 2026-06-30Current AUM: $414.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 495.0K | $118.0M | $123.3M | 29.74% | -- | 2026-06-30 |
| 2 | VIST | Vista Energy S.A.B. de C.V. | 1.19M | $75.9M | $86.8M | 20.95% | -- | 2026-06-30 |
| 3 | VST | Vistra Corp | 372.8K | $59.1M | $52.8M | 12.74% | -- | 2026-06-30 |
| 4 | AEP | American Elec Pwr Co Inc | 308.6K | $42.2M | $39.9M | 9.62% | -- | 2026-06-30 |
| 5 | DTE | Dte Energy Co | 264.4K | $40.3M | $34.8M | 8.40% | -- | 2026-06-30 |
| 6 | FE | Firstenergy Corp | 839.3K | $39.9M | $38.8M | 9.35% | -- | 2026-06-30 |
| 7 | CMS | Cms Energy Corp | 517.1K | $39.6M | $36.0M | 8.68% | -- | 2026-06-30 |
| 8 | XE | X-Energy Inc | 200.0K | $3.7M | $2.1M | 0.52% | -- | 2026-06-30 |
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