Notify me when Thiel Macro LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | $0 | -$74,448,208 | -$74,448,208 | 13F-HR | 17 Feb 2026, 16:07 | |
| Q3 2025 | 3 | $74,448,208 | +$45,541,408 | -$217,744,768 | -$172,203,360 | TSLA, MSFT, AAPL | 13F-HR | 14 Nov 2025, 17:08 |
| Q2 2025 | 3 | $212,013,361 | +$96,823,196 | -$74,897,785 | +$21,925,411 | TSLA, NVDA, VST | 13F-HR | 14 Aug 2025, 16:01 |
| Q1 2025 | 5 | $153,037,803 | +$111,460,771 | -$54,769,172 | +$56,691,599 | ASML, NVDA, MSFT, VST, TSLA | 13F-HR | 15 May 2025, 16:00 |
| Q4 2024 | 3 | $118,001,154 | $0 | $0 | $0 | TSLA, AMZN, NVDA | 13F-HR | 14 Feb 2025, 16:20 |
| Q3 2020 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 13 Nov 2020, 16:03 | |
| Q2 2020 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 14 Aug 2020, 06:16 | |
| Q1 2020 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 15 May 2020, 16:00 | |
| Q4 2019 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 14 Feb 2020, 16:51 | |
| Q3 2019 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 14 Nov 2019, 16:24 | |
| Q2 2019 | 4 | $11,724,000 | +$4,039,000 | -$7,677,143 | -$3,638,143 | QQQ, GDXJ, AMLP, OIH | 13F-HR | 14 Aug 2019, 16:28 |
| Q1 2019 | 4 | $15,038,000 | $0 | -$16,347,500 | -$16,347,500 | GDXJ, AMLP, LEN, OIH | 13F-HR | 15 May 2019, 16:03 |
| Q4 2018 | 7 | $28,611,000 | +$17,708,500 | -$31,337,207 | -$13,628,707 | ACWX, GDXJ, LEN, AMLP, OIH | 13F-HR | 14 Feb 2019, 16:26 |
| Q3 2018 | 9 | $49,810,000 | +$21,079,000 | -$20,892,628 | +$186,372 | KBE, OIH, AMLP, GDXJ, GREK | 13F-HR | 14 Nov 2018, 16:28 |
| Q2 2018 | 6 | $52,312,000 | +$23,165,323 | -$52,542,000 | -$29,376,677 | OIH, GDXJ, QQQ, AMLP, GREK | 13F-HR | 14 Aug 2018, 16:26 |
| Q1 2018 | 6 | $79,570,000 | +$73,602,653 | $0 | +$73,602,653 | BABA, OIH, GDXJ, AMLP, SVXY | 13F-HR | 15 May 2018, 16:22 |
| Q4 2017 | 1 | $6,513,000 | +$3,256,500 | -$95,917,000 | -$92,660,500 | OIH | 13F-HR | 14 Feb 2018, 18:03 |
| Q3 2017 | 5 | $99,176,000 | +$92,296,000 | -$11,293,000 | +$81,003,000 | GDX, OIH, EEM, XOP, ITA | 13F-HR | 14 Nov 2017, 16:29 |
| Q2 2017 | 5 | $17,690,000 | +$14,628,480 | -$7,002,000 | +$7,626,480 | KRE, OIH, XOP, ITA, GREK | 13F-HR | 14 Aug 2017, 16:23 |
| Q1 2017 | 4 | $10,338,000 | +$5,355,000 | -$51,360,000 | -$46,005,000 | XLF, AMJ, OIH, ITA | 13F-HR | 15 May 2017, 16:04 |
| Q4 2016 | 2 | $56,176,000 | $0 | $0 | $0 | IWN, XLF | 13F-HR | 14 Feb 2017, 16:32 |
| Q3 2015 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 13 Nov 2015, 17:14 | |
| Q2 2015 | 3 | $30,447,000 | +$29,380,590 | -$18,778,000 | +$10,602,590 | SPY, EEM, IBB | 13F-HR | 14 Aug 2015, 16:00 |
| Q1 2015 | 3 | $19,771,000 | +$19,155,000 | -$77,782,037 | -$58,627,037 | XLU, IBB, EPI | Restatement | 21 Aug 2015, 17:32 |
| Q4 2014 | 6 | $78,345,000 | $0 | $0 | $0 | SPY, MLPL, AMLP, FXI, EPI | Restatement | 21 Aug 2015, 17:33 |