Thiel Macro as of March 31, 2025
Portfolio Holdings for Thiel Macro
Thiel Macro holds 5 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Asml Holding N V N Y Registry Shs (ASML) | 29.6 | $45M | 68k | 662.63 | |
| NVIDIA Corporation (NVDA) | 25.4 | $39M | 358k | 108.38 | |
| Microsoft Corporation (MSFT) | 19.3 | $30M | 79k | 375.39 | |
| Vistra Energy (VST) | 16.0 | $25M | 209k | 117.44 | |
| Tesla Motors (TSLA) | 9.7 | $15M | 57k | 259.16 |
