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Disclosery

Thiel Macro LLC: MSFT position timeline

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

Thiel Macro LLC held 0 MSFT shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -49,000 shares

    13F-HR 0001315863-26-000169 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.

  2. period ended2025-09-30
    13F 49,000 shares
    Change vs previous 13F +49,000 shares

    34.09% of the 13F portfolio, value $25,379,550.

    13F-HR 0001315863-25-000812 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).

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -78,720 shares

    13F-HR 0001315863-25-000630 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.

  4. period ended2025-03-31
    13F 78,720 shares
    Change vs previous 13F not available

    19.31% of the 13F portfolio, value $29,550,701.

    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).