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Disclosery

Thiel Macro LLC: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thiel Macro LLC on AMZN, newest first. How the timeline and the estimate are built.

Thiel Macro LLC held 495,000 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 495,000 shares
    Change vs previous 13F +495,000 shares

    28.18% of the 13F portfolio, value $117,978,300.

    13F-HR 0001315863-26-000593 filed by Thiel Macro LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -192,611 shares

    13F-HR 0001315863-25-000404 filed by Thiel Macro LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 192,611 shares
    Change vs previous 13F not available

    35.81% of the 13F portfolio, value $42,256,927.

    13F-HR 0001315863-25-000183 filed by Thiel Macro LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).