Thiel Macro LLC
8 holdingsFiling period: 2026-06-30Current AUM: $424.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 495.0K | $118.0M | $124.7M | 29.40% | -- | 2026-06-30 |
| 2 | VIST | VISTA ENERGY S.A.B. DE C.V. | 1.19M | $75.9M | $93.9M | 22.15% | -- | 2026-06-30 |
| 3 | VST | VISTRA CORP | 372.8K | $59.1M | $54.8M | 12.93% | -- | 2026-06-30 |
| 4 | AEP | AMERICAN ELEC PWR CO INC | 308.6K | $42.2M | $38.1M | 8.99% | -- | 2026-06-30 |
| 5 | DTE | DTE ENERGY CO | 264.4K | $40.3M | $35.5M | 8.38% | -- | 2026-06-30 |
| 6 | FE | FIRSTENERGY CORP | 839.3K | $39.9M | $38.8M | 9.15% | -- | 2026-06-30 |
| 7 | CMS | CMS ENERGY CORP | 517.1K | $39.6M | $35.0M | 8.25% | -- | 2026-06-30 |
| 8 | XE | X-ENERGY INC | 200.0K | $3.7M | $3.2M | 0.75% | -- | 2026-06-30 |
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