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Disclosery

Thiel Macro LLC: VST position timeline

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

Thiel Macro LLC held 372,755 VST 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 372,755 shares
    Change vs previous 13F +372,755 shares

    14.12% of the 13F portfolio, value $59,130,126.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -208,747 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.

  3. period ended2025-06-30
    13F 208,747 shares
    Change vs previous 13F 0 shares

    19.08% of the 13F portfolio, value $40,457,256.

    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 208,747 shares
    Change vs previous 13F not available

    16.02% of the 13F portfolio, value $24,515,248.

    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).