SEC Form 13F

Thiel Macro LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$418,666,506
Positions8

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMAZON COM INCAMZNCOM$117,978,300495,000
VISTA ENERGY S.A.B. DE C.V.VISTSPONSORED ADS$75,908,7301,189,792
VISTRA CORPVSTCOM$59,130,126372,755
AMERICAN ELEC PWR CO INCAEPCOM$42,221,892308,617
DTE ENERGY CODTECOM$40,294,247264,450
FIRSTENERGY CORPFECOM$39,901,225839,319
CMS ENERGY CORPCMSCOM$39,559,986517,124
X-ENERGY INCXECOM CL A$3,672,000200,000

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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