Thiel Macro LLC

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only.

Thiel Macro LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Thiel Macro LLC in Q4 2024
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
TSLATesla, Inc.	Stock	105,460	$42.6M	36.1%	–	–	History
AMZNAmazon Com Inc	Stock	192,611	$42.3M	35.8%	–	–	History
NVDANVIDIA Corp	Stock	246,893	$33.2M	28.1%	–	–	History