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Institutional Holdings
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AI Capex Stress
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← Institutions
Thiel Macro LLC
CIK 0001562087 · SEC 13F-HR filings · 3 holdings · Q3 2025
Quarter
Q4 2024
Q1 2025
Q2 2025
Q3 2025
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Holdings detail for selected institution and quarter
Issuer
Ticker
Shares
Value (USD) ↑
Δ Shares
Δ Value
Type
APPLE INC
AAPL
79,181
$20M
New
$20M
NEW POSITION
Shares
MICROSOFT CORP
MSFT
49,000
$25M
New
$25M
NEW POSITION
Shares
TESLA INC
TSLA
65,000
$29M
-208K
$-58M
Shares