Thiel Macro LLC

LOS ANGELES, CA · CIK 1562087 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityTHIEL MACRO LLC (US)

Others nearbyLos Angeles, CA

As an employer

US visa salary filings

Filings FY20252
Median salary offered$200,000
Middle half$187,500 – $212,500
Job titles1

Job title	Filings	Median	Range
FellowLos Angeles, CA	2	$200,000	$175,000 – $250,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Thiel Macro LLC.

$418.7m reported value

8positions

100.0%in top 10

8 new 0 added 0 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	AMAZON COM INC COM AMZN	AMZN	495,000	$118.0m28.18%	28.18%	New
2	VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS VIST	VIST	1,189,792	$75.9m18.13%	18.13%	New
3	VISTRA CORP COM VST	VST	372,755	$59.1m14.12%	14.12%	New
4	AMERICAN ELEC PWR CO INC COM AEP	AEP	308,617	$42.2m10.08%	10.08%	New
5	DTE ENERGY CO COM DTE	DTE	264,450	$40.3m9.62%	9.62%	New
6	FIRSTENERGY CORP COM FE	FE	839,319	$39.9m9.53%	9.53%	New
7	CMS ENERGY CORP COM CMS	CMS	517,124	$39.6m9.45%	9.45%	New
8	X-ENERGY INC COM CL A XE	XE	200,000	$3.7m0.88%	0.88%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
N/A		0	$00 shares