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Disclosery

Thiel Macro LLC: TSLA position timeline

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

Thiel Macro LLC held 0 TSLA 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 -65,000 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 65,000 shares
    Change vs previous 13F -207,613 shares

    38.83% of the 13F portfolio, value $28,906,800.

    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 272,613 shares
    Change vs previous 13F +215,433 shares

    40.85% of the 13F portfolio, value $86,598,246.

    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).

  4. period ended2025-03-31
    13F 57,180 shares
    Change vs previous 13F -48,280 shares

    9.68% of the 13F portfolio, value $14,818,769.

    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).

  5. period ended2024-12-31
    13F 105,460 shares
    Change vs previous 13F not available

    36.09% of the 13F portfolio, value $42,588,966.

    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).