Thiel Macro LLC — 13F holdings

Thiel Macro LLC reported 8 holdings worth $419M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AMZN AMAZON COM INC — $118M (28.2%)
2. VIST VISTA ENERGY S.A.B. DE C.V. — $75.9M (18.1%)
3. VST VISTRA CORP — $59.1M (14.1%)
4. AEP AMERICAN ELEC PWR CO INC — $42.2M (10.1%)
5. DTE DTE Energy Co — $40.3M (9.6%)
6. FE FIRSTENERGY CORP — $39.9M (9.5%)
7. CMS CMS ENERGY CORP — $39.6M (9.4%)
8. XE X-ENERGY INC — $3.67M (0.9%)