13F-HR filed by Thiel Macro LLC
Thiel Macro LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 8 holding rows worth $418,666,506.
- Accession
- 0001315863-26-000593
- Filer
- CIK 1562087
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 8 entries on the cover page, a total value of $418,666,506 stated on the cover page (in dollars after the unit check, H1), rows summing to $418,666,506 with VALUE read as dollars as filed, 13F file number 028-16599. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 495,000 | $117,978,300 | dollars as filed | |
| VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS | 92837L109 | ADR | 1,189,792 | $75,908,730 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 372,755 | $59,130,126 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 308,617 | $42,221,892 | dollars as filed | |
| DTE ENERGY CO COM | 233331107 | Stock | 264,450 | $40,294,247 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 839,319 | $39,901,225 | dollars as filed | |
| CMS ENERGY CORP COM | 125896100 | Stock | 517,124 | $39,559,986 | dollars as filed | |
| X ENERGY INC | 98386P102 | COMMON STOCK | 200,000 | $3,672,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001315863-26-000593 | this filing | 2026-08-14 | acceptance time not in the bulk data set |