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Disclosery

Thiel Macro LLC: NVDA position timeline

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

Thiel Macro LLC held 0 NVDA shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -537,742 shares

    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).

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

  2. period ended2025-06-30
    13F 537,742 shares
    Change vs previous 13F +179,687 shares

    40.07% of the 13F portfolio, value $84,957,859.

    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).

  3. period ended2025-03-31
    13F 358,055 shares
    Change vs previous 13F +111,162 shares

    25.36% of the 13F portfolio, value $38,806,001.

    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).

  4. period ended2024-12-31
    13F 246,893 shares
    Change vs previous 13F not available

    28.1% of the 13F portfolio, value $33,155,261.

    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).