Peter Thiel runs Thiel Macro LLC. Contrarian tech visionary turned macro investor. Bets on monopolies, paradigm shifts, and the collapse of conventional assumptions. Co-founded PayPal, first outside investor in Facebook, and never stops asking what everyone else is getting wrong. As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $419M across 8 positions. The largest holdings are AMAZON COM INC, VISTA ENERGY S.A.B. DE C.V., and VISTRA CORP (AMAZON COM INC alone is 28.2% of the book).

New positions opened in the latest quarter include AMAZON COM INC, AMERICAN ELEC PWR CO INC, and CMS ENERGY CORP. Recently exited names: NA.

Peter Thiel runs Thiel Macro LLC. Contrarian tech visionary turned macro investor. Bets on monopolies, paradigm shifts, and the collapse of conventional assumptions. Co-founded PayPal, first outside investor in Facebook, and never stops asking what everyone else is getting wrong. As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $419M across 8 positions. The largest holdings are AMAZON COM INC, VISTA ENERGY S.A.B. DE C.V., and VISTRA CORP (AMAZON COM INC alone is 28.2% of the book).

New positions opened in the latest quarter include AMAZON COM INC, AMERICAN ELEC PWR CO INC, and CMS ENERGY CORP. Recently exited names: NA.